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Keeping Clients Happy

by Mike Donoghue

In reading articles about the worst companies to work for (and their practices), there are many common elements that helped them qualify for such a distinction. Several of them focus on a symbiosis of employee and customer satisfaction.

CRM Headache? Press ‘1’ for Yes, ‘2’ for No

by Mike Donoghue

Unfortunately, those in charge of phone systems often get confused as to whom they are serving. We want simple and we want personal. When it comes to keeping your customers happy, are you getting a ringing endorsement?

The Gift of Failure

by Craig Curran-Morton

When one PM looks back at his project career, he knows it has had its share of missteps--hurdles both large and small that weren't so easy to clear. Here, he relates an early and misguided experience.

Bandage Management

by Andy Jordan

Too often, the organizational focus is on relieving symptoms, not necessarily solving the problem. The culture of these organizations is that as long as the user problems can be fixed, then the issue is “solved”. Not only is that inaccurate, it’s inefficient and risky. Quick fixes are not permanent solutions, so when bandage solutions and workarounds become the norm, it’s time to act.

Cussing Your Service

by Mike Donoghue

Just about everyone is involved in customer service to some degree--regardless of your actual exposure to customers. So if we are knowledgeably aware of the struggles that are commonly a part of the distribution and delivery of a final project, why is it that we forget this when we contact customer service representatives ourselves?

The Next Iteration Agile: Re-contextualizing Agile for the 21st Century (Part 3)

by Don Kim

In this third and final installment, we will look at how agile can be re-contextualized for the business environment at large to transform not only specific projects or processes in an industry, but also entire organizations within that industry to meet the growing demand for faster project turnaround while also achieving higher quality and business value.

The New Scope for Application Delivery

by Andy Jordan

Application development and delivery has changed dramatically in recent years...have you? Many areas have been well documented, but in the midst of all that there is another change happening. Who's in control? That’s what we explore here.

How Would You Like Your Stake?

by Mike Donoghue

Multiple stakeholders--multiple opinions. There are so many issues regarding any given corporation, how can there not be disagreement and difference among its management? Bringing these divergent interest areas to the table and having them determine direction consensus can be laborious. Maybe a good meal can solve the problem...

The Professional Services PMO

by Andy Jordan

One manager's clients asked him to assist with improving the effectiveness of their PMO. They made it clear that the office was only responsible for the professional services arm of the business--and they weren’t prepared to discuss extending the scope of the PMO to include the product development team. Read on for more on this unique situation...

Magic Kingdom Service

by Mike Donoghue

The use of the term “Mickey Mouse” is often considered a demeaning form of slang. But while there were times in the past where the Walt Disney Company vision may have faltered, its brand has persevered and become stronger--to the point where that descriptor is a badge of pride and excellence. What can you learn from that popular rodent?

Customer Service Model Business Reengineering Project Plan

project plan

Putting together a whole new customer service model (CSM) is a challenge, particularly if you do it in less than a month. This sample report in Word is an in-depth analysis of a business problem re: customer service/helpdesk and a detailed set of recommendations and plan for how to reengineer the business to improve customer service operations.

Sales Productivity Checklist

checklist

Whether you are selling products and services or selling a project itself, it doesn't hurt to brush up on your sales skills.

Siebel Implementation with RAD Iterations

PREMIUM project plan

A total roll-out of Siebel, including Rapid Application Development phases, testing, training and even change management is in this comprehensive Microsoft Project plan.

CRM Assessment with Call Center Plan

PREMIUM project plan

Are your customers getting the service they want from your Call Center? Do you need to implement a Customer Relationship Management (CRM) package to improve Call Center service? Use this Microsoft Project plan to assess the fit of a CRM package into your business.

Traditional Job Competency Model

PREMIUM deliverable

Looking for a training tool that will evaluate as well as guide you? Here's an example of how to define and analyze basic job competency for a relationship mangement specialist.

Smart Training Performance Model

PREMIUM presentation

Based on Clay Carr's Smart Training concept, this PowerPoint presentation outlines the concept of performance and guides you through each step of the performance cycle.

Self-Documenting Code Checklist

checklist

Code is a developer's signature on a software project, and not all developers play by the rules of good coding standards. Ensure that your development team leaves a coding legacy that not only implements the application at hand but can be understood by others and maintained during future development cycles.

Requirements Traceability

deliverable

How do expectations and desires become a project? Use these worksheets to transform objectives into concrete requirements and steps that can be accounted for throughout the project.

Test Sign-Off Form

deliverable

Has your system been properly tested by phase (unit, integration, user acceptance), and do you have the formal sign-off of approval to proceed?

Sample RM Package Vendor RFI

deliverable

Are you about to select a commercial Relationship Management application? State exactly what you need. This thoroughly constructed sample RFI to solicit application package information from vendors will save you hours of work. Modify it to suit your requirements.

Integration Test Plan Outline

deliverable

Here is a solid outline of a plan for testing individual development components in context with the overall system.

Quality Assurance Assessment Checklists

PREMIUM checklist

This thorough and detailed assessment is a series of five checklists designed to guide you through the entire project lifecycle from start to finish: planning, analysis, design, construction and implementation.

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If we do not succeed, then we run the risk of failure.

- Dan Quayle