We are pleased to present below all posts tagged with 'project management'. If you still can't find what you are looking for, try using the search box.
Your system is up, running, and live! Are you ready to support all of your new users' needs? Here are four insights to prepare for your CRM launch.
I once had a project manager on the client team ask me why I was capturing such detailed notes in a requirements meeting. That question took me by complete surprise. After all, my role wasn't to capture requirements, conduct any business analysis, or architect any solutions…or was it?
Still managing projects using an Excel document? Learn how SharePoint task lists provide a better way to manage projects and empower your team.
Occasionally, when engaging with potential clients, I find that they have an excellent WIG, but no plan to get to there. At times, they really don't know what the end goal is or what makes it successful. No problem! My job is to help define the WIG and help clients define what a successful WIG looks like in their organization.
If you are using Office 365, you are likely very aware that with Microsoft at the controls, they are frequently making a lot of changes. Sometimes that’s a great thing and sometimes that’s not but on the whole it's a relief to not have to deal with an on-premise environment. Every month or so, Microsoft releases news about the recent changes that are being released. After going through February 2019’s update, I noticed a little but awesome change I wanted to call out regarding Microsoft Planner.
Looking for a partner to help you work through a customer or employee engagement digital transformation project? Supporting your transformation requires far more than technical skills. Here are 9 tips for selecting the right partner...
Has technology made time management more difficult than it used to be? Learn one rule to simplify task management for you and your team.
In Microsoft Dynamics CRM 2016 U1, Microsoft has included an optional new area called project service automation (or PSA). This 3 minute video provides a brief high-level overview.
How many times have you facilitated a meeting where you shared all of the information that needed to be covered, only to have people messaging, emailing or calling with questions about the content an hour, a day or a week later? Frustrating right? So how do you achieve the goals of your next meeting, in a meaningful way, that will stick with your audience? Let's examine 6 quick tips.
User stories are the most important aspect of delivering a successful agile project that meets (or even exceeds) the expectations of the client. The story can serve as the vehicle for determining scope, sprint planning, requirements gathering, specification documentation, as well as test script creation and training documentation. So great care must be taken to elicit, document, and gain consensus on and approval of the client’s needs before executing.
In this entry, C5 Insight's Project Manager sheds some light on a most effective way of working together and easily managing team notes. If you're not using OneNote, consider this entry a great place to start! (And if you already are, check out these tips to ensure you're getting the most out of this handy tool.)
Everywhere you look on the internet these days, you see Best of 2014 lists. And rightfully so – as we prepare to embark on 2015, it’s natural to gaze back across our most recent journey around the sun. In the spirit of helping you navigate through the more than 80 blogs we published in 2014, we’ve compiled a quick round-up of some of our most helpful and popular entries.
In order for a channel strategy to be successful, the investment does not end with implementation. It takes a lot of hard work and a little LUCK along the way.
Mentoring is one of those things that seems to make tons of sense to people but rarely if ever gets done. The days of new employees being given a formal mentor and six weeks to six months of “ramp up time” appear to be long gone for most companies, regardless of their size or industry.
Change requests always seem to start out top of mind as a positive concept when a project kicks off. However, mid-way through they always seem to be the proverbial elephant “afterthought” in the room. If this is a common issue for your project team, take a look at these five tips to help prevent this pitfall moving forward.
Just as no two clients are the same, no two projects are the same. Thus the characteristics of the solution, the team, the timeline and whether or not it is an initial implementation or an enhancement should be weighed before selecting a project management methodology.
This blog will explore the basic functions of: Six Sigma, Waterfall, and Agile approaches.
When “I’m a Marketing Executive” earns a
“yes, but what do you DO?” response, the standard reply is “lead
generation”. But more and more, Marketing can be the bridge. Earning
instead of costing. Filling the pipeline with quality over quantity. Cutting through the noise, not
just increasing the volume.
Many organizations believe that thorough training is the only step necessary to ensure user adoption—this assumption could not be more wrong. Effective user adoption begins at the planning stage of a project and is threaded throughout the life cycle. Learn how we apply The LUCK Principle™ to every step of the process.
When we stepped back and looked at our current projects and proposals going out, we began to see that we were often being brought-in as a 2nd or 3rd vendor, to assist with a 2nd or 3rd implementation, or to help a project “get back on track” after it was underway. The reality is that 59% of all new projects for C5 Insight are rescue projects, or what we now call “CPR” projects. So, where do we go from here and how do we fix it?
Measure twice, cut once. You’ve heard the saying, right? For this final habit, I wanted to take that saying and use it to illustrate a phenomenon that we often see in technology projects – lack of testing. I call it a phenomenon, because it often defies logic.
Let’s face it - no one ever tells you to focus on the past. In fact, we’re all told, from very early on, to stay focused on the “here and now” and to look ahead to our future. While it may be a bit of a stretch, I would like to encourage those who are currently working on a project or getting ready to start a project, to take some time to reflect on the past. Let me to explain...
Even with the expansive good information out there, companies do the darnedest things when choosing from initiatives that are vying for constrained resources. Surely your organization has never done any of the things outlined here...
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.