Tuesday, January 22, 2013

Criteria for Success

How will we know if we're choosing the right program for our purposes at Pivot?

Good question! We asked for input from many sources and then came up with the following "Top 10 Criteria for Sucess". What do you think??

Top 10 Considerations
  1. Increase efficiency 
    • Eliminate steps
    • Reduce time to complete steps
    • Eliminate duplication
    • Automate processes such as approvals, communications, moving from one stage to the next
  2. Cost of ownership 
    • Constantly improving technology
    • Potential that users will come in knowing how to use the technology
    • Reliability and downtime
  3. Cost of acquisition
  4. Reduce errors and miscommunication
    • One place to track and record critical project milestones
    • One place to document all relevant communication 
    • Ability to require vital information needed for successful completion
  5. Ability to connect with Khameleon & possibly Salesforce.com
  6. Cost of development
    • Low or no cost to develop for mobile devices
    • Ease of finding developers and consultants
    • Availability of apps, add-ins
    • How soon consultants or programmers are needed for customization work
  7. Ease of search and organization
  8. Improve our client-facing communications and documents (branding)
  9. Ease of training for new and existing employees
  10. Ease of customizing to our individual needs
We also listed several other considerations -- honorable mention, if you will.

Other Considerations
  • Dashboards and reports – individual and management views 
  • Provide one place for salespeople to get an overview of their projects
  • Ability to create customer-facing portals
  • Ability to get electronic signatures in the field
  • Increase ease of doing business with our vendors
  • Ability to easily store relevant emails or log notes pertaining to a project
  • Enables work to be accomplished on mobile devices
  • Allows relevant files to be attached and easily accessible from the projects within the program
  • Help users envision the entire business process
  • Excellence of customer service/tech support

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