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Project Management as a Service: The New Model

by Elizabeth Harrin

Do you deliver Project Management as a Service? That doesn’t mean outsourcing your PM to a consultancy, but changing the way you think about project management and your customers--they are clients of the project management processes that you provide.

Successful CRM Implementation

by Jiju (Jay) Nair, PMP

While industry experts agree that not all the ideal benefits can be harvested by a typical CRM solution, organizations should at least target an implementation that sets the foundation for enhancing the customer satisfaction for their products and services in the long haul. So what makes a better CRM implementation?

Consulting Characters

by Patti Gilchrist, PMP

What happens when the consultant falls short of their billing as an industry expert? Here is a humorous look at some of the consultant characters that you may have encountered--and survival tips for dealing with them.

Tightrope Walking: Balancing Pressures as a Professional Services PM

by Rob Saxon

There are some excellent benefits to working directly with customers, but there are pressures that you need to be aware of and actively manage if you are to be successful. Here are three examples of the types of pressure you will feel, and some advice for navigating through them. If you are considering working for as a consulting or professional services project manager, read on.

Four Steps to Solving Problems...Despite Being an Outsider

by Joe Wynne

Being a consultant from the outside brings with it some problems, but they do not have to hamstring your ability to be successful in managing the project. To be successful, you should follow these four steps.

Three Essentials to Being a Successful Consultant PM

by Michelle Stronach

As a consultant project manager, it is more important than ever that you differentiate yourself from your competition--both internal and external project managers. The No. 1 way to differentiate is through reputation. Keep these three core principles in mind as you try to take advantage of the abundance of opportunity out there.

Customer-Facing Ground Rules

by Andy Jordan

Customer-facing project teams are the face of the organization, and that has to mean something. We need to help project teams understand the ground rules that they are operating within--and what is expected of them.

Your SaaS Application Implementation Framework

by Tom L. Barnett, PMP

The best way to plan a project is to deconstruct it. One PM has been using a handy model to clearly outline the types of work that need to be done by both IT and the business in order to activate most SaaS packages. Key an eye on these six subtleties when deploying packaged vendor solutions.

An Insider's Guide to Shopping for Consultants

by Mark Mullaly, Ph.D., PMP

How you go about shopping for a consultant is critical. Most companies do it poorly rather than doing it well. This makes the entire process more frustrating, time consuming and expensive for all parties, consultants and customers alike. In the hope that some of this frustration can be minimized, we present an insider's guide to shopping for a consultant.

External Pressures

by Andy Jordan

Some of the most frustrated project managers work in environments where they are exposed to an organization’s external customers. External PMs have to deal with very varied project execution environments, so how do they still ensure success?

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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"Managing senior programmers is like herding cats."

- D. Platt