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Privacy Policy Checklist

PREMIUM checklist

Protecting your customers' personal data should be job one. If you don't have a privacy policy in place, you need to do that five minutes ago. This checklist will help ensure that your privacy policy will be successfully put together, rolled out to the troops and followed.

Learn From Others

Project Estimations: Theory vs. Reality

by Wilson Ngan

Your cost, schedule and resource estimates need to be realistic. But for this practitioner, that wasn't always the case in an effort to garner sponsor and customer approval. What would you do in this situation?

The Lean Project Manager

by Laurent Kummer

Can we apply lean principles to project management itself? Here the author proposes tips and tricks to introduce lean into our practice, avoiding common waste pitfalls and presenting experiments made in the field to improve the personal productivity of the project manager.

Managing a Presales Project: How Different Is It?

by Paul Visser

We generally talk about managing projects that were sold to our customers. But how about the management of a presales project? Is that just like managing any other project? Do we have the same constraints? Is it less stressful?

A Question for the Customer: Half Empty or Half Full?

by Zaheer Ahmad Awan

Many project managers set project objectives without properly understanding customer needs, often resulting in failure. It’s your job to understand what the customer wants: a glass half full or half empty.

The Consultant's Dilemma

by Andy Jordan

Consultants and clients must work together to ensure there is as much common understanding of the problem and potential solutions as possible. How can consultants ensure they have the best solutions for their clients, especially in our very varied discipline?

The Customer Communication Conflict

by Andy Jordan

When a project is nearing delivery and there are still problems, it’s time for “that” conversation—the one where it is determined how the less-than-perfect implementation is going to be positioned to the customer and users. What’s the project manager's (and team’s) accountability here?

Implementing CRM Using Agile Approaches

by Mike Griffiths

Implementing a new customer relationship management system is typically a large undertaking for an organization. See how some agile approaches can help reduce risks, maximize value and establish early warnings for issues or impediments.

Customer Service is Customary Service

by Mike Donoghue

Although there are success stories of corporations employing superior phone, email and chat-response services to more quickly react to customer technical problems, there are situations where these solutions are impractical or do not sufficiently reach the intended audience.

Robotic Process Automation: The Future of CRM (Part 2)

by Joe Wynne

With the growing use of robotic process automation in CRM, project managers should consider the needs of these projects as they plan their professional development. To be successful at the growing number of RPA projects, there is special preparation related to stakeholder management, vendor management and more.

When CRM Met PPM

by Andy Jordan

CRM and PPM tools have a lot in common, so should organizations be looking to integrate them or treat them differently?


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Topic Originator Last Post Votes Replies
Hi, This is Rajat Chakraborty, MASTER IN COMPUTER APPLICATION(MCA) having 11 years of extensive experience in Project Management, Software development and Production Support with technologie  Rajat Chakraborty  Feb 22, 2017 10:34 AM 
How seriously do you take customer feedback?  Ram Narayanan Sastry  Feb 6, 2017 12:01 AM  24 
What is the best way to determine all of your needs?   Crystal Clark  Dec 9, 2016 11:49 AM  12 
How should we handle the changes that comes right after the Project Closer?  Vijay Pandita  Aug 10, 2016 3:38 PM 
DEVELOPING A PROJECT ROADMAP FOR REAL ESTATE COMPANY   ARSHIAYAN BEG  Dec 24, 2015 5:53 AM 
Who is really on the hook for CRM Failures?  Todd Williams  Oct 3, 2015 5:09 PM 
CRM outsourced is CRM drowned  Suhail Iqbal  Sep 20, 2015 6:09 AM 
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CRM  Anonymous  Jul 22, 2007 11:39 AM 
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Top Ten Suggestions for CRM Implementation Success  Paul Hansford  Dec 13, 2005 4:24 PM 
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Any Project Plans for SalesLogix?  Paul Hansford  Feb 13, 2003 10:46 PM 
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