Uncover/discuss your workflows, processes, and desired goals;
Design a tailored plan to optimize your workflows, using industry best practices;
Resulting plan includes target timeframes, milestones, and outcomes.
Business
Analysis
Business Analysis
Project management best practices consultation;
Your correct processes analyzed and suggestions for improvement could include adding KPI’s, formulating a business case, workflow re-engineering, etc.
Data
Import
Data Import
Map and import critical legacy data for project management continuity;
Import natively from Excel or MS Project activities, projects, time logs, users and customers.
Live System Setup
Live System Setup
Your Success Coach will demonstrate how to setup users, establish permissions, create custom fields, design your desired views, configure dashboards, etc.
Project Setup
Project Setup
Your Success Coach will work with you to operationalize your completed setup by creating a project template library.
Performance Benchmarking
Performance Benchmarking
An empirical measurement of both performance improvement and ROI;
Baseline comparisons often include budget, labor costs, expenses, employee utilization, project performance, and our Customer Health Index (CHI).
Training
Training
Personalization training can be recorded and delivered via a variety of formats to either “train-the-trainer” or end users directly.
Account Review
Account Review
To help with continuous improvement your Success Coach will provide additional training in the first year;
Bi-annual account reviews will be conducted.
Dashboard Development
Dashboard Development
Receive custom dashboard development and subsequent publishing into your account.
