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CP-47:Customer Success: How Costpoint Grew with Our Small Business
Amber Scott & Joanne SpringApogee Engineering
Agenda: Past, Present, Future
Original State
Lessons Learned
How We Move Forward From Here
Original State
Quick Books
UnaNet
Excel Files “CheckBooks”
SharePoint: Invoices, Contracts, Proposals
Lessons Learned
Design & Configuration (stakeholders)
Company Culture awareness (change mgmt)
Exporting/Importing Data Formats (legacy)
Testing…TEST IT ALL…Then Test Again!
Where Do We Go From Here?Operations Dashboards
Budgeting & Planning
Contracts Managementand Purchasing
Opportunities / Proposals
Questions Amber Scott
Vice President, Finance
Email: [email protected]
Phone: 937.671.9895 (text my cell)
Joanne Spring
Corporate Controller
Email: [email protected]
Phone: 719-418-4968
2016 - 2018 Jan – Sept 2019 Nov - Feb
