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Treatise on getting the most out of your web-based productivity solutions that you have deployed and services we offer to businesses of all sizes
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Collaborative Productivity
Organize. Align. Team.
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Presentation Agenda
Firm Overview
Our Solution Universe
What We Offer Our Clients
Who Needs Our Services
Service Delivery Approach
Typical Engagement Timeline
Advisory Experience & Expertise
Customer Success
Pricing & Services Offered
Contact Information
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Firm Overview
Productivity Advisors is a technology consultancy
that advises Fortune 5,000,000 companies on
how to select, build and use web-based
apps for their businesses.
Our Goal: Collaborative Productivity. Fostering a
greater level of effectiveness in our Client’s firms
through the adoption of web-based apps.
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Our Solution Universe
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What We Offer Our Clients
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Who Needs These Services
Does your organization suffer from any of these issues?
Inconsistencies in data (multiple versions of the truth)
Mismanaged projects & costs
Inefficient customer care and support
Lack of team alignment
Accurate time tracking and billing
Would you like your business systems to enable?
Shortened and better coordinated sales cycles
Better understanding of expenditures
Easy viewing of your organization’s key performance indicators (KPIs)
Improved data and version collaboration –e.g., getting teams “on the same page”
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Discover
• Get up-to-speed on business and current processes
• Review business requirements
• Understand data to be managed
• Are there critical businesses needs?
Design
• Are configurable or customizable solutions available in marketplace?
• Design from existing client data
• Map out data relationships, workflows and integration issues
Develop
• Prototype
• Review with Stakeholders
• Get Feedback from User Community
• Iterate & Repeat…
• Test throughout
Deliver
• Stakeholder acceptance
• Train team (or trainers)
• Document
• Understand maintenance and support needs
• Determine process for revising and auditing solution
Service Delivery Approach
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Typical Timeline for a Solution
Standard project tasks (time is duration, not effort)
Team interviews and questionnaire intake (1 week)
Development of business requirements (1 week)
Data analysis (1 week)
Prototyping a solution (1 week)
Iterative development (2-4 weeks)
Deployment planning (1-2 weeks)
Deployment & Training (2-3 weeks)
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Advisory Experience & ExpertiseVendor selection experience
Business Management: Business Intelligence (BI), Customer Relationship Management (CRM), Accounting/ERP and Project & Resource Management
Collaboration: File & Knowledge Management, Mobile and Social Web
e-Commerce: Communication, Content Management (CMS), eMarketing, Payments, Scheduling, Web Analytics and Website Development
App Configuration, Customization and Development expertise
QuickBase for custom database development, CRM and project management
Google Apps for business collaboration and productivity
Salesforce.com for CRM, Marketing Automation & Support
BaseCamp for streamlined project management
Zoho for CRM, HR and project management
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Customer Success
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Pricing & Services OfferedWe work with your business team to develop a phased, budgeted
approach. Of course, project time estimates are always approximate
and depend on the complexity of scope, timing and deliverables.
Fee structure options:
Time & materials: For situations where business requirements are not
refined, we define engagements by phases/milestones, billed hourly
Fixed bid: With adequate requirements from our Clients, we can
provide a fixed bid proposal
Retainer relationships: Some Clients require a longer term
relationship, structured to their particular needs (weekly/monthly)
Services offered:
Advise & coaching: Hourly relationships (5 or more hrs) to help your team select vendors, do basic configurations, develop training, produce documentation or help with organizational adoption
Analysis & prototyping: Situations where clients are not sure of the size of scope, we can help you determine what to deploy and when
Custom development: Engagements where we do discovery, design, development and delivery of customized or custom solutions
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Contact
Greg Robin, Founder & Principal
email: [email protected]
phone: 415.935.1776
web: http://productivityadvisors.com
blog: http://gregrobin.com
twitter: 4productivity
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