The Microsoft Cloud Assessment Tool is designed to help sales representatives have more productive conversations with customers about cloud strategies. It provides structured questionnaires that can be completed in discussions with CIOs or IT directors. The questionnaires assess the customer's business objectives, IT workloads, and cloud platform fit. The tool then generates output reports with recommendations to help guide the discussion and next steps.
1. Speed Boat is used to quickly generate ideas where participants write ideas on post-its and discuss the top ideas.
2. Dot Voting is used to prioritize ideas where participants vote on their favorite ideas by placing stickers on ideas.
3. Product Box allows participants to imagine new product features and functions by placing them in a box.
Selling steps to sell process funnel opportunities establish value close sale...SlideTeam.net
The document outlines the key steps in an IBM sales process:
1. Establish the customer's buying vision and qualify their interest.
2. Articulate IBM's capabilities to access the customer's power and needs.
3. Develop a preliminary solution with the customer.
4. Close the sale by getting a signed contract and verifiable outcomes.
Selling steps to sell strategy funnel opportunities establish value close sal...SlideTeam.net
The document outlines the key steps in an IBM sales process:
1. Establish the customer's buying vision to understand their needs and priorities.
2. Qualify the customer and articulate IBM's capabilities to demonstrate how IBM can help meet their needs.
3. Develop a preliminary solution with the customer to address their problems.
4. Progress through further steps of accessing decision makers, proposing a full solution, and closing the sale to achieve a signed contract.
This document discusses strategies for companies to define and execute key relationship strategies to sell more. It recommends companies focus on creating customer value through an optimal contact stream for engagement, call/meeting support, feedback management, and relationship tools. Companies can use Raybec's relationship strategy process, workshop, and tools to plan, execute, manage, and learn about relationships at each stage of the customer lifecycle to improve sales and retention.
This document provides an overview of graphic design and the graphic design process from the Australian Graphic Design Association (AGDA). It discusses how graphic design is used in marketing and business to enhance positioning and messaging. The document then outlines the typical steps involved in a graphic design project, including briefing, proposal, design, artwork, and reproduction. It emphasizes that the process requires problem-solving, creativity, and technical skills to translate a client's goals into an effective visual solution.
The document outlines 10 steps for effectively chartering a project:
1) Charter the project in two stages - first by describing needed capabilities, then building requirements and analysis.
2) Identify all stakeholders and define their roles and responsibilities using a RACI matrix.
3) Brainstorm capabilities, not detailed requirements, using a tool like MindManager.
4) Define the mission in terms of observable changes to business processes and measurable value.
5) Put boundaries on the project scope by connecting it to needed capabilities before defining technical requirements.
6) Control non-value added changes by ensuring they increase delivered value.
7) Create a deliverables-based plan that pre-defines business value.
PGi White Paper Accelerating+Sales+Process V05defilippomarco
The document discusses strategies for using collaboration technologies to accelerate the sales cycle in 3 key areas:
1) Improving internal collaboration and knowledge sharing through virtual meetings and document sharing.
2) Closing business more quickly by bringing all decision makers into virtual meetings.
3) Enhancing customer support and building loyalty by keeping customers informed and engaged through ongoing communication.
Power Up - Your Influence on Non-Design DeliverablesPeter Boersma
Presentation at IxDA Hamburg networking event on Monday, September 26, 2011.
The presentation aims to make UX people aware that they can and should influence non-design deliverables.
1. Speed Boat is used to quickly generate ideas where participants write ideas on post-its and discuss the top ideas.
2. Dot Voting is used to prioritize ideas where participants vote on their favorite ideas by placing stickers on ideas.
3. Product Box allows participants to imagine new product features and functions by placing them in a box.
Selling steps to sell process funnel opportunities establish value close sale...SlideTeam.net
The document outlines the key steps in an IBM sales process:
1. Establish the customer's buying vision and qualify their interest.
2. Articulate IBM's capabilities to access the customer's power and needs.
3. Develop a preliminary solution with the customer.
4. Close the sale by getting a signed contract and verifiable outcomes.
Selling steps to sell strategy funnel opportunities establish value close sal...SlideTeam.net
The document outlines the key steps in an IBM sales process:
1. Establish the customer's buying vision to understand their needs and priorities.
2. Qualify the customer and articulate IBM's capabilities to demonstrate how IBM can help meet their needs.
3. Develop a preliminary solution with the customer to address their problems.
4. Progress through further steps of accessing decision makers, proposing a full solution, and closing the sale to achieve a signed contract.
This document discusses strategies for companies to define and execute key relationship strategies to sell more. It recommends companies focus on creating customer value through an optimal contact stream for engagement, call/meeting support, feedback management, and relationship tools. Companies can use Raybec's relationship strategy process, workshop, and tools to plan, execute, manage, and learn about relationships at each stage of the customer lifecycle to improve sales and retention.
This document provides an overview of graphic design and the graphic design process from the Australian Graphic Design Association (AGDA). It discusses how graphic design is used in marketing and business to enhance positioning and messaging. The document then outlines the typical steps involved in a graphic design project, including briefing, proposal, design, artwork, and reproduction. It emphasizes that the process requires problem-solving, creativity, and technical skills to translate a client's goals into an effective visual solution.
The document outlines 10 steps for effectively chartering a project:
1) Charter the project in two stages - first by describing needed capabilities, then building requirements and analysis.
2) Identify all stakeholders and define their roles and responsibilities using a RACI matrix.
3) Brainstorm capabilities, not detailed requirements, using a tool like MindManager.
4) Define the mission in terms of observable changes to business processes and measurable value.
5) Put boundaries on the project scope by connecting it to needed capabilities before defining technical requirements.
6) Control non-value added changes by ensuring they increase delivered value.
7) Create a deliverables-based plan that pre-defines business value.
PGi White Paper Accelerating+Sales+Process V05defilippomarco
The document discusses strategies for using collaboration technologies to accelerate the sales cycle in 3 key areas:
1) Improving internal collaboration and knowledge sharing through virtual meetings and document sharing.
2) Closing business more quickly by bringing all decision makers into virtual meetings.
3) Enhancing customer support and building loyalty by keeping customers informed and engaged through ongoing communication.
Power Up - Your Influence on Non-Design DeliverablesPeter Boersma
Presentation at IxDA Hamburg networking event on Monday, September 26, 2011.
The presentation aims to make UX people aware that they can and should influence non-design deliverables.
This document provides guidance on call center procedures. It introduces a three tier customer engagement and relationship model focusing on building relationships through targeted marketing and data validation. It discusses executing activities in Siebel to track customer interactions, with taxonomy used to differentiate activity types. Procedures are outlined for welcoming new customers, ongoing customer support through renewals, and ensuring data quality.
This document discusses translating market research into product strategy. It begins by outlining the agenda, which includes the role of a product manager, market research techniques, and a product strategy model called value curves. It then discusses various market research techniques like surveys, social media insights, and secondary research that can provide inputs for product strategy. A key part of the strategy is identifying elements of performance and value that are important to customers through value curves, which help position a product competitively by focusing on desired elements. The document provides examples of how companies like Samsung used this approach to improve their market share. It also discusses applying these techniques to an online pharmacy company in India.
iTradeNetwork provides purchasing services and software-as-a-service procurement technology solutions that can help businesses reduce costs, increase revenue, improve compliance, and strengthen supplier relationships. Their modular approach allows clients to outsource their entire purchasing process or individual elements to access industry expertise, leading technology, and realize quick savings and operational efficiencies through strategic sourcing, category management, and an online purchase-to-pay system. Case studies demonstrate iTradeNetwork has successfully delivered double-digit cost savings for hospitality clients within 12 months through strategic planning, improved range management, and leveraging aggregate spend.
Rob Kleier - "Driving Customer Experience Quality from the Front Line", Part 2HDI Orange County
The first step in implementing a Customer Quality Environment (CQE) is to understand the current state of the organization and how it views customer satisfaction. It is important for all departments, from product development to sales, to be aligned on prioritizing customer satisfaction. Customer satisfaction champions should be identified within each group to help implement business processes focused on quality customer service. Through understanding gaps between the current and desired states, a plan can be developed and roles defined to strategically align the company around prioritizing customer satisfaction.
Central Desktop's SocialBridge solution helps marketing agencies improve communication with clients and maximize billable hours. It features client collaboration tools, digital review and approval workflows, and work order management to streamline processes. Over 450,000 users at Fortune 1000 companies and agencies rely on Central Desktop's cloud-based social collaboration platform.
Simple methods for_reliable_user_involvementdrewz lin
The document discusses simple methods for involving real users in product design and development through contextual design. It recommends conducting field studies to understand what users actually do and care about. Contextual design involves contextual inquiry, interpretation sessions, work models, affinity diagramming, visioning, storyboards, interaction patterns, paper prototyping, and agile development. The goal is to design products that support and extend user intentions by embodying users' work practices discovered through contextual inquiry in the field.
The document provides tips and best practices for creating effective presentations, including analyzing the audience, defining the problem, collecting relevant evidence, overcoming common myths, and storytelling techniques. It discusses audience analysis, problem definition, evidence collection, myth busting, slide design principles, and storytelling approaches. The overall goal is to help people interested in improving their presentation skills and ensuring their presentations facilitate real change and decision making.
I suggest econsultancy innovation awards 2012TietoNL
Portrait Interaction Optimizer is a real-time marketing automation solution that provides personalized recommendations to customers across channels. It uses customer data and analytics to determine the optimal message to send to customers based on their history and behaviors. Marketers can use the solution to build targeted marketing campaigns, simulate them in a test environment, and monitor campaign effectiveness in real-time.
The document provides 10 steps for chartering a project:
1. Define the project in two steps - first by describing needed business capabilities, then building requirements and feasibility analysis around those capabilities.
2. Identify all stakeholders and their roles and responsibilities using a responsibility assignment matrix.
3. Brainstorm the capabilities needed, not technical requirements, using a tool like MindManager.
4. Define a mission statement describing how the project will positively impact the business.
5. Put boundaries on the project scope by connecting requirements to needed capabilities and value.
6. Control changes by ensuring they increase value; otherwise archive for later consideration.
7. Create a deliverables-based plan that predefines the value of
Conferencia Simultánea CISCO / Logicalis
León Grekin, Director Financial Services - Cisco Systems, Inc.
12º Congreso Internacional de Tecnología para el Negocio Financiero
This document discusses social CRM and its evolution from traditional CRM. It begins by defining customer experience and how social CRM aims to develop deeper emotional bonds with customers through understanding their experiences across multiple touchpoints. It outlines how social CRM leverages external information from sources like social networks to develop a more complete view of each customer. The document then discusses how social CRM has expanded the customer touchpoints companies must engage with and how it has shifted the focus to collaborative relationships within a customer's broader network. It concludes that social CRM complements traditional CRM by extending its capabilities to support conversations with customers and markets.
1) QMS Partners is an international market research and strategy consulting firm that provides services to help clients develop business growth strategies.
2) The firm conducted research for an industrial manufacturing client to understand where value is created across the client's value chain and to define an appropriate customer value model.
3) As a result of QMS's work, the client identified opportunities to improve how different functions contribute value at various points in the value chain, from product development to marketing to distribution. This allowed the client to make better decisions about processes and technology to support a new customer relationship management strategy.
Performance based management in a nut shell (austin pmi)(notes)Glen Alleman
Performance Based Management provides 5 process areas and 11 practices that increase the probability of project success. It focuses on defining needed capabilities, technical requirements, and measurable outcomes to establish a performance measurement baseline. Regularly tracking performance against this baseline through the project rhythm allows issues to be identified and addressed early.
This document provides an overview of Cobb Solutions, a custom software development and services firm. It describes the company's 17 years of experience, core values of developing long-term relationships and exceptional customer service. It also outlines Cobb Solutions' business services portfolio and descriptions, lists some clients, and describes their software development lifecycle and case studies including automating processes for First Choice Power.
End-of-Term Strategy: Unlocking Hidden Deal ValueEverest Group
The document summarizes a webinar presented by Outsourcing Center on developing an end-of-term strategy for outsourcing contracts. It discusses reviewing the current outsourcing agreement based on four key dimensions: process, solution, supplier, and contract elements. It also examines how market changes like shifts in pricing structures, global sourcing adoption, and supplier consolidation can influence the end-of-term strategy options, which include extending with the current supplier, transferring to a new supplier, or bringing services back in-house. Developing a thorough end-of-term strategy enables organizations to leverage market opportunities and maximize value from supplier relationships.
The document is a fictional acceptance speech given in 2020 by the CIO of a large multinational conglomerate accepting an award for best CIO of the year. In the speech, the CIO describes how over 20 years they gradually transitioned the company's IT divisions from traditional waterfall approaches to agile development by starting with small pilots and proving success over time. This included adopting practices like frequent iterative releases, open source tools, value stream mapping, and prioritizing business needs over IT efficiency. As a result of these changes, agile has now become the default practice for software development across most organizations.
Mosaic Solutions Group provides data analytics solutions that help companies turn their data into competitive advantage. Their Pathway Analysis, Reports, and Portal solutions allow companies to visualize business trends, understand opportunities and threats, analyze performance metrics, and focus teams on key issues. The solutions are designed to provide consolidated reporting, predictive analytics, and a single access point for commercial teams to overcome limitations of other tools and gain insights from their data.
Dynamics crm 2011 greatest hits slideshow for landing pagejwedren
This document highlights several new features in Dynamics CRM 2011 and add-ons from PowerObjects' PowerPack. The top new CRM 2011 features allow for increased collaboration through activity feeds, improved document sharing with SharePoint integration, and enhanced goal and queue management. The PowerPack add-ons provide additional functionality for marketing automation through tools like PowerMailChimp, surveys with PowerSurvey, and more. Upgrading to CRM 2011 allows users to leverage these new capabilities and PowerPack's a la carte add-ons.
How ECI Telecom Developed a Content-Marketing Program from Concept to Complet...B2B Lead Roundtable
When Michelle Levy, Associate Vice President of Marketing Programs for ECI Telecom, was tasked with marketing an innovative, powerful solution to a varied, broad audience who knew nothing of its value, she responded by developing a comprehensive content-marketing initiative.
Her goal: to make efficient and effective use of time, money and resources. She was impressed by the outcomes - a 79 percent e-mail open rate - and surprised by how the initiative positively impacted the organization’s entire marketing effort.
How to do value-based selling that generates better prospects and higher reve...Jakob Persson
How to sell products and services based on value by qualifying leads and guiding buyer conversations using questions that help buyers visualize the usage and value of your offering in accomplishing their goals.
Presented at the Stockholm Value-Pricing Meetup on Nov 1, 2016. www.sthlmvp.com
This document provides guidance on call center procedures. It introduces a three tier customer engagement and relationship model focusing on building relationships through targeted marketing and data validation. It discusses executing activities in Siebel to track customer interactions, with taxonomy used to differentiate activity types. Procedures are outlined for welcoming new customers, ongoing customer support through renewals, and ensuring data quality.
This document discusses translating market research into product strategy. It begins by outlining the agenda, which includes the role of a product manager, market research techniques, and a product strategy model called value curves. It then discusses various market research techniques like surveys, social media insights, and secondary research that can provide inputs for product strategy. A key part of the strategy is identifying elements of performance and value that are important to customers through value curves, which help position a product competitively by focusing on desired elements. The document provides examples of how companies like Samsung used this approach to improve their market share. It also discusses applying these techniques to an online pharmacy company in India.
iTradeNetwork provides purchasing services and software-as-a-service procurement technology solutions that can help businesses reduce costs, increase revenue, improve compliance, and strengthen supplier relationships. Their modular approach allows clients to outsource their entire purchasing process or individual elements to access industry expertise, leading technology, and realize quick savings and operational efficiencies through strategic sourcing, category management, and an online purchase-to-pay system. Case studies demonstrate iTradeNetwork has successfully delivered double-digit cost savings for hospitality clients within 12 months through strategic planning, improved range management, and leveraging aggregate spend.
Rob Kleier - "Driving Customer Experience Quality from the Front Line", Part 2HDI Orange County
The first step in implementing a Customer Quality Environment (CQE) is to understand the current state of the organization and how it views customer satisfaction. It is important for all departments, from product development to sales, to be aligned on prioritizing customer satisfaction. Customer satisfaction champions should be identified within each group to help implement business processes focused on quality customer service. Through understanding gaps between the current and desired states, a plan can be developed and roles defined to strategically align the company around prioritizing customer satisfaction.
Central Desktop's SocialBridge solution helps marketing agencies improve communication with clients and maximize billable hours. It features client collaboration tools, digital review and approval workflows, and work order management to streamline processes. Over 450,000 users at Fortune 1000 companies and agencies rely on Central Desktop's cloud-based social collaboration platform.
Simple methods for_reliable_user_involvementdrewz lin
The document discusses simple methods for involving real users in product design and development through contextual design. It recommends conducting field studies to understand what users actually do and care about. Contextual design involves contextual inquiry, interpretation sessions, work models, affinity diagramming, visioning, storyboards, interaction patterns, paper prototyping, and agile development. The goal is to design products that support and extend user intentions by embodying users' work practices discovered through contextual inquiry in the field.
The document provides tips and best practices for creating effective presentations, including analyzing the audience, defining the problem, collecting relevant evidence, overcoming common myths, and storytelling techniques. It discusses audience analysis, problem definition, evidence collection, myth busting, slide design principles, and storytelling approaches. The overall goal is to help people interested in improving their presentation skills and ensuring their presentations facilitate real change and decision making.
I suggest econsultancy innovation awards 2012TietoNL
Portrait Interaction Optimizer is a real-time marketing automation solution that provides personalized recommendations to customers across channels. It uses customer data and analytics to determine the optimal message to send to customers based on their history and behaviors. Marketers can use the solution to build targeted marketing campaigns, simulate them in a test environment, and monitor campaign effectiveness in real-time.
The document provides 10 steps for chartering a project:
1. Define the project in two steps - first by describing needed business capabilities, then building requirements and feasibility analysis around those capabilities.
2. Identify all stakeholders and their roles and responsibilities using a responsibility assignment matrix.
3. Brainstorm the capabilities needed, not technical requirements, using a tool like MindManager.
4. Define a mission statement describing how the project will positively impact the business.
5. Put boundaries on the project scope by connecting requirements to needed capabilities and value.
6. Control changes by ensuring they increase value; otherwise archive for later consideration.
7. Create a deliverables-based plan that predefines the value of
Conferencia Simultánea CISCO / Logicalis
León Grekin, Director Financial Services - Cisco Systems, Inc.
12º Congreso Internacional de Tecnología para el Negocio Financiero
This document discusses social CRM and its evolution from traditional CRM. It begins by defining customer experience and how social CRM aims to develop deeper emotional bonds with customers through understanding their experiences across multiple touchpoints. It outlines how social CRM leverages external information from sources like social networks to develop a more complete view of each customer. The document then discusses how social CRM has expanded the customer touchpoints companies must engage with and how it has shifted the focus to collaborative relationships within a customer's broader network. It concludes that social CRM complements traditional CRM by extending its capabilities to support conversations with customers and markets.
1) QMS Partners is an international market research and strategy consulting firm that provides services to help clients develop business growth strategies.
2) The firm conducted research for an industrial manufacturing client to understand where value is created across the client's value chain and to define an appropriate customer value model.
3) As a result of QMS's work, the client identified opportunities to improve how different functions contribute value at various points in the value chain, from product development to marketing to distribution. This allowed the client to make better decisions about processes and technology to support a new customer relationship management strategy.
Performance based management in a nut shell (austin pmi)(notes)Glen Alleman
Performance Based Management provides 5 process areas and 11 practices that increase the probability of project success. It focuses on defining needed capabilities, technical requirements, and measurable outcomes to establish a performance measurement baseline. Regularly tracking performance against this baseline through the project rhythm allows issues to be identified and addressed early.
This document provides an overview of Cobb Solutions, a custom software development and services firm. It describes the company's 17 years of experience, core values of developing long-term relationships and exceptional customer service. It also outlines Cobb Solutions' business services portfolio and descriptions, lists some clients, and describes their software development lifecycle and case studies including automating processes for First Choice Power.
End-of-Term Strategy: Unlocking Hidden Deal ValueEverest Group
The document summarizes a webinar presented by Outsourcing Center on developing an end-of-term strategy for outsourcing contracts. It discusses reviewing the current outsourcing agreement based on four key dimensions: process, solution, supplier, and contract elements. It also examines how market changes like shifts in pricing structures, global sourcing adoption, and supplier consolidation can influence the end-of-term strategy options, which include extending with the current supplier, transferring to a new supplier, or bringing services back in-house. Developing a thorough end-of-term strategy enables organizations to leverage market opportunities and maximize value from supplier relationships.
The document is a fictional acceptance speech given in 2020 by the CIO of a large multinational conglomerate accepting an award for best CIO of the year. In the speech, the CIO describes how over 20 years they gradually transitioned the company's IT divisions from traditional waterfall approaches to agile development by starting with small pilots and proving success over time. This included adopting practices like frequent iterative releases, open source tools, value stream mapping, and prioritizing business needs over IT efficiency. As a result of these changes, agile has now become the default practice for software development across most organizations.
Mosaic Solutions Group provides data analytics solutions that help companies turn their data into competitive advantage. Their Pathway Analysis, Reports, and Portal solutions allow companies to visualize business trends, understand opportunities and threats, analyze performance metrics, and focus teams on key issues. The solutions are designed to provide consolidated reporting, predictive analytics, and a single access point for commercial teams to overcome limitations of other tools and gain insights from their data.
Dynamics crm 2011 greatest hits slideshow for landing pagejwedren
This document highlights several new features in Dynamics CRM 2011 and add-ons from PowerObjects' PowerPack. The top new CRM 2011 features allow for increased collaboration through activity feeds, improved document sharing with SharePoint integration, and enhanced goal and queue management. The PowerPack add-ons provide additional functionality for marketing automation through tools like PowerMailChimp, surveys with PowerSurvey, and more. Upgrading to CRM 2011 allows users to leverage these new capabilities and PowerPack's a la carte add-ons.
How ECI Telecom Developed a Content-Marketing Program from Concept to Complet...B2B Lead Roundtable
When Michelle Levy, Associate Vice President of Marketing Programs for ECI Telecom, was tasked with marketing an innovative, powerful solution to a varied, broad audience who knew nothing of its value, she responded by developing a comprehensive content-marketing initiative.
Her goal: to make efficient and effective use of time, money and resources. She was impressed by the outcomes - a 79 percent e-mail open rate - and surprised by how the initiative positively impacted the organization’s entire marketing effort.
How to do value-based selling that generates better prospects and higher reve...Jakob Persson
How to sell products and services based on value by qualifying leads and guiding buyer conversations using questions that help buyers visualize the usage and value of your offering in accomplishing their goals.
Presented at the Stockholm Value-Pricing Meetup on Nov 1, 2016. www.sthlmvp.com
Perform a Cloud Readiness Assessment for Your Own CompanyAmazon Web Services
In this session you will get an understanding how to evaluate your company's or applications' cloud readiness. We will cover aspects such as workload and data categorisation, automation levels, design for failure and cost-optimised architectures. We will be looking at typical application evolution paths from tightly coupled physical systems, in some cases through virtualisation, to cloud-native, or cloud-ready, loosely coupled, distributed and automated solutions.
IDC Analysts predict that the market for public cloud consulting services will grow 10x faster than overall IT professional services. This session will cover how AWS consulting partners have built successful AWS practices by investing in sales, delivery, training, and building AWS specific methodologies. We will cover best practices in each functional area, and provide a 6-12 month roadmap for building your AWS practice.
The document discusses 5 keys to successful cloud migration: 1) Developing the right strategy early; 2) Knowing which applications are cloud-suitable; 3) Securing the right skills and resources; 4) Maintaining data integrity and ensuring operational continuity; and 5) Adopting an end-to-end approach. It notes that portfolio analysis, legacy application modernization, security concerns, and the complexity of migration are among the top challenges.
In this session you will get an understanding how to evaluate your company's or applications' cloud readiness. We will cover aspects such as workload and data categorisation, automation levels, design for failure and cost-optimised architectures. We will be looking at typical application evolution paths from tightly coupled physical systems, in some cases through virtualisation, to cloud-native, or cloud-ready, loosely coupled, distributed and automated solutions.
This session will also take a look at typical enterprise business processes, from procurement to development and testing, and operations and support. We will introduce known-to-work cloud-ready business processes and new best practices, through customer use cases from companies who are cloud native, or have undergone a cloud transformation to get there.
SketchFlow allows users to quickly prototype and iterate on user interface designs without extensive time or resource investments. It provides an informal way to explore ideas and evolve rough concepts into living prototypes. This rapid and cost-effective approach focuses on being creative and building the best solution.
Effective prototyping with SketchFlow allows experimenting with application flow, screen layouts, and state transitions. The interactive player engages clients by displaying working prototypes and collecting feedback directly in Expression Blend.
Agile practices like iterative development and user-centered design help teams collaborate effectively and respond quickly to change.
Tale of two customers: Addressing the struggle between flexibility and usabil...Eileen O'Brien
The document discusses the challenges of ensuring usability for customized business-to-business software implementations. It describes how consultants often customize applications in ways that negatively impact the user experience. The authors share a case study where they conducted usability assessments of two call center customers' implementations to identify issues and provide recommendations. They provided demos, conducted field research, performed heuristic evaluations, and involved the consultants. Customers found the evaluations valuable for improving the user experience before rollout. The authors suggest strategies like adding user-centered design training to consultant certification programs and establishing design guidelines to help improve customized implementations.
Less than half of surveyed companies purchasing Microsoft software spend significant efforts to prepare for software negotiations. With Microsoft comprising more than 50% of a company’s software budget, this could be leaving considerable money on the table.
This research will provide you with the knowledge and tools you need to:
* Create a technology roadmap.
* Build a business case to keep or discontinue Software Assurance.
* Make an informed decision about license acquisition options.
* Be well prepared for your license negotiation.
* Know that you are spending appropriately for your needs.
* Choose a Microsoft reseller and negotiate the deal.
Proper preparation, including a technical roadmap, vendor research, and license program comparisons are the highest contributing factors to the success of a Microsoft negotiation. Use this Storyboard to make it happen.
The document provides a template for creating a business case to justify investing in a marketing automation solution. It outlines sections to include such as an executive summary, opportunity overview, assumptions, business impact analysis, risks, and a recommendation. The template helps evaluate costs, benefits, and key factors for a marketing automation project to obtain management approval.
The document discusses Clearworks' approach to requirements gathering and documentation for new products, services, and internal systems. It involves conducting interviews, workshops, and process mapping sessions with stakeholders to identify and document requirements. Requirements are captured in an easy-to-understand template and reviewed by stakeholders to ensure accurate interpretation. This comprehensive approach bridges business and technology needs and incorporates customer input.
Critical steps in Determining Your Value Stream Management SolutionDevOps.com
The document provides an overview of steps for determining a Value Stream Management (VSM) solution for an organization. It begins with an introduction of the speakers and outlines the webinar goals of explaining the comprehensive process for selecting a VSM solution. The webinar then details each step, including understanding why the steps are important, how solutions are determined through activities like future state mapping and return on investment analysis, and the expected outcome of team alignment around a recommended solution.
Candid Conversations With Product People: Using Continuous Customer Testing f...Aggregage
After weathering recessions with a wide range of iconic customers, CEO and Product Manager Luke Freiler has seen first hand the impact the Voice of the Customer has had in making or breaking tech companies during hard times. He's going to walk you through an agile process for continuous customer testing that saves you time and gives you full confidence in your products — no matter how many you're sending out the door this year.
Improving our Approach Towards Capturing Value in RequirementsOsama M. Khaled
1) The document outlines 10 key principles for improving requirements specification to better capture value, including understanding top-level objectives, considering all stakeholders, focusing on required system qualities not just functionality, quantifying quality requirements, separating ends from means, explicitly documenting value, ensuring rich specification background, performing quality control, applying total lifecycle and systems thinking, and using feedback to update requirements.
2) Some of the principles discussed in more depth include understanding vision, goals and objectives; thinking beyond just users to all stakeholders; quantifying requirements like robustness with metrics; separating requirements from optional solutions; documenting where, when and who value applies to; and using ongoing feedback to update requirements.
3) The document provides examples to illustrate
This document contains sample exam questions for the MB5-858 Managing Microsoft Dynamics Implementations certification exam. The questions cover topics such as choosing an appropriate implementation approach based on project requirements, activities in the deployment phase of an implementation with minimal customization and data migration, and next steps after completing business process analysis in the analysis phase. It also addresses ensuring code documentation, inviting customers to help set code standards, and using a Statement of Work to define a services agreement for an implementation proposal.
Guide to turbocharging your marketing agencies performance with online collab...Kahootz
This guide is essential reading if you’d like to:
• Improve your communications with clients
• Improve client retention
• Devote more time to creativity and less to admin
• Widen your pool of creative talent
• Increase productivity and margins
• Win new clients and service more accounts
• Deliver better campaigns
Gear Up Product Management with Atlassian ToolsMohan Niroula
Atlassian tools that can be handy for the product managers while managing the product. This slide talks about some aspect of product management which can be empowered by Atlassian tools. For example, setting up the product vision, creating risk adjusted backlogs, managing feature requests and communication among the stakeholders.
IIT Academy: Agile. Learn how to articulate customer expectations and build precisely what was intended, with the minimum of traceability issues. Acceptance Criteria (in conjunction with good agile practices) is a way to create well documented, high-quality codebase tested using the same set of standards by developers, testers, analysts, designers as well as the Product Owner. Learn good Acceptance Criteria - the keys to customer success in agile delivery!
Software Outsourcing: Outsource Your Project or Build a TeamSoftheme
This presentation is about two different models of outsourcing - project-based and team-based outsourcing. Read through this presentation material to learn more how to successfully select a proper IT Outsourcing Model for your business.
How Custom is your Org? CEER at Dreamforce 2019Steven Herod
We often hear the advice of 'Clicks, not Code' and '80% Config vs 20% Code'. Orgs are described, without a frame of reference as being 'very custom'. However, there is no generally accepted definition on how to calculate customization of an org. Assumptions about code brought from other platforms are being misapplied to Salesforce to the detriment of customers and end-users. This presentation suggests a framework called 'CEER (Config / Extend / Enhance / Replace). This framework breaks the dichotomy of code vs clicks and replaces it with an approach that reflects the true nature of a salesforce solution. It highlights low vs high-risk activities such as Custom Object vs Building a collaboration platform. It also allows you to understand how Managed Packages impact your solution. The result is the ability to describe your org in terms of real effort/outcome basis. Allow you to make statements like "30% of your overall solution and 70% of your effort was expending on replacing standard Salesforce functions."
https://www.salesforce.com/video/7810482/
Design Thinking, Agile, DevOps - fuel the innovation deliveryYi Xu
This document discusses approaches to fuel innovation delivery through design thinking, agile, and DevOps. It provides an overview of each approach and how they can work together. Specifically:
- Design thinking focuses on understanding user needs and designing solutions to meet those needs. When paired with agile, it can increase and accelerate innovation.
- Agile provides benefits like visibility, adaptability, and risk reduction through practices like iterative development and continuous feedback. However, agile alone is not enough to sustain growth - design thinking is also needed.
- DevOps applies lean principles to software delivery to create continuous feedback loops with customers. It aims to get ideas into production fast, get users, and get feedback to continuously improve
In this advanced business analysis training session, you will learn Use Cases and Its use in Agile World. Topics covered in this session are:
• Requirements Principles
• Identify the principles that lead to effective Agile requirements
• Setting the Stage for Requirements
• Establish the vision as the foundation of Agile requirements
• Levels of Agile Requirements
• Identify the different level of Agile requirements for effective requirements
For more information, click here: https://www.mindsmapped.com/courses/business-analysis/advanced-business-analyst-training/
This document discusses developing a winning proposal strategy. It recommends creating a customer-focused outline mapped to winning themes. Theme statements should link discriminating features to customer benefits. The proposal team should develop storyboards to share the strategy and turn themes into focused theme statements before writing begins. Organizing content around an informative structure and highlighting key points will help evaluators easily find important information.
Regatta VR Customer Service Case StudyWilliam West
RegattaVR partnered with a financial services client to develop virtual reality simulations for customer service training. The client wanted to improve empathy and process adherence. Regatta created 6 VR simulations filmed in 360 video or CGI that immersed trainees in customer conversations. Users reported improved customer satisfaction after using the VR programs which blended interactive dialogs, environments and assessments. Lessons learned included the need for extensive user testing, benefits of game design, and ensuring IT integration. The project demonstrated VR's potential for developing job skills and behaviors beyond what was previously possible through traditional learning.
Similar to Cat user guide cloud assesment tool (20)
2. Outline
Description and Purpose of the Cloud Assessment
Tool
How to Use the Tool to Drive Sales
Technical Features
2
3. Move your sales opportunities forward with the
Cloud Assessment Tool
Summary
1
• This is a sales assessment tool, not a technical assessment tool.
•
2 The tool’s goal is to help you accelerate the sales opportunities from 0 to 40%.
•
3 The tool does that by providing a structured conversation flow with the customer.
•
4 The tool pivots the conversation – focusing on business priorities and workloads first,
then driving to a platform.
5
• You should drive to an outcome of getting the customer to do a deeper assessment.
Sales Process (and where this tool fits)
20% 40% 60% 80% 100%
Prospect Prove
Develop Solution Close
Qualify Value
Cloud Assessment Tool
3
4. It is foremost a sales tool that helps you have a better
conversation with the customer about the cloud.
Description Outcomes
Provides a structured set of You understand the customer’s
questions to aid your customer cloud strategy.
conversation about their
business and IT objectives
You build credibility with the
relating to the cloud.
customer.
Helps you have a productive
Your customer agrees to a more
customer conversation.
detailed analysis.
Does not algorithmically identify
Your customer is interested in
the “right” cloud strategy for the
Microsoft offerings.
customer.
4
5. Outline
Description and Purpose of the Cloud Assessment Tool
How to Use the Tool to Drive Sales
Technical Features
5
6. Tool components
Section Purpose / Usage How it works
Access assessments Click on the relevant button to access
the desired assessment.
CIO Conversation For a 20-minute CIO 14 high-level questions about the
discussion to discover company’s strategy; supports
CIO strategy and discussions of how the partner can help
priorities. the customer achieve that strategy
Drives the customer to do Generates output with
a workload assessment. recommendations and next steps
Application Workloads For a 60-minute 35-40 questions for each workload in a
(x5) discussion with an IT structured process for exploring the
director about a particular customer’s workload cloud strategy
workload: Generates output with
Messaging recommendations and next steps
Collaboration
Unified Communications
CRM
LoB
6
7. How to use the CIO Conversation assessment
CIO Discussion
Starting State Assessment Process Finishing State
You have 20 minutes 1
• Pre-fill customer name and Partner understands the
with the CIO. known questions ahead of the customer’s cloud
meeting. strategy.
You do not know the •
2 Complete each question, The customer believes
customer’s cloud discussing answers and the partner can help
strategy. implications, and entering them achieve their cloud
notes as applicable. strategy.
You want to show that •
3 Interpret answers and The customer is
you can help the implications to identify areas educated about
customer realize their of opportunity. Microsoft solution
business and IT •
4 Set up a follow-up meeting to offerings.
objectives. review output and highlight
areas of opportunity. The customer agrees to
concrete next steps to
•
5 Discuss next steps, and print realize that strategy.
leave-behind material.
7
8. How to use the Application Workload-Specific assessments
Application Workload
Starting State Assessment Process Finishing State
You have 60 minutes •
1 Pre-fill customer name and Partner understands the
with the IT director for a known questions ahead of customer’s workload
specific priority the meeting. strategy.
workload.
•
2 Complete and discuss each The customer and
question, including answers, partner have identified
The customer may or implications, and platform the appropriate platform
may not have a clear weighting; and add notes to for that workload.
platform strategy for the questions as applicable.
workload. The customer is
3
• Set up a follow-up meeting to educated about
review output, discussing Microsoft solution
recommended platform offerings.
strategy.
The customer agrees to
4
• Discuss next steps, and print concrete next steps to
leave-behind material. realize that strategy.
5
• Repeat steps for next
applicable workload.
8
9. Outline
Description and Purpose of the Cloud Assessment Tool
How to Use the Tool to Drive Sales
Technical Features
9
10. The landing page provides access to the assessments.
Click My Assessments to Click Help to see
review or edit assessments more information on
using the tool
Click here to go to the CIO
Conversation assessment
Click any of these buttons to
go to the assessment for
that workload
10
11. The CIO Conversation assessment has two components.
Questions Outputs
Categories of Review and discuss each Output #1: What Output #2: Output #3:
questions are shown question with the customer and Microsoft pillar What platform What platform
on the left navigation then select the appropriate technologies could appears to be a appears to be a
bar. answer by clicking a response. help the customer best fit for their best fit for their
reach their business company. priority
objectives workloads
You can add a note
to a question.
Next Steps: Click on
the appropriate button
to print or save a
Note: Some questions are mandatory. summary report, review
additional collateral, or
link to additional
assessments.
11
12. Each Application Workload assessment has two components.
Questions Outputs
Categories of Review and discuss each question Scoring results of all four
questions are shown with the customer and then select A summary platform platform options, based on
on the left navigation the appropriate answer by clicking recommendation the answers given by the
bar. on the available responses. customer
Responses
provide Based on the
contextual answer selected,
guidance platform ratings are
when clicked. displayed.
Next Steps: Click on the appropriate button to print
Note: At least one question must be answered per page or save a summary report, review additional
to generate results. collateral, or link to additional assessments.
12
13. You can review or edit your assessments.
Listing of Your Assessments
This screen is accessed
from this link.
Filter the view from these fields or by
clicking the column headings
Choose actions from
this column.
13