|Experience That Makes a Difference||
You can trust us to
when it comes to ACT!
We are one of the
oldest ACT! Certified
Consultant firms in New
England, now in our 10th
|Blueprint Meeting, Report, and Design Review||
is a core service we provide to clients.
We understand that you are only investing in ACT! to increase
productivity for your organization. ACT! is a very powerful
program and is capable of many things. We will work with you to
uncover needs in your organization that ACT! can solve, and
bring our years of experience to provide solutions.
The Blueprint meeting is the project "kick-off" where we meet with representatives from each department that is to use ACT!. We will determine the project schedule, review your database customization needs, data sources (type, quantity, quality), reports, and review your hardware/network/server configuration.
This meeting results in a written project deliverable with a schedule that we will then review with you during the Design Review meeting either in person or via web.
If the blueprint meeting uncovers items that exceed your budget, you will be given the option to table items to complete at a later date.
|Site Survey||We will review the
server and each workstation ACT! Is
installed on to ensure it meets the recommended minimum
requirements and to identify potential installation problems.
ensure that your project stays on track, on schedule, and on
budget, we coordinate schedules,
provide additional deliverables, and generally "drive the bus"
to the finish line and beyond. Especially on larger projects,
this element is important to ensure the coordination and
management from start to finish. Project management deliverables
include such things as User Profiles (user needs and hardware
inventory), Project schedule & updates, Change Orders (if
applicable), Pre-training benchmarking questionnaire (web-based)
to students, Post-training evaluation results, "Punch list" of
remaining work items, etc. We also schedule a 30 day and 60 day
follow up review call.
|Process Consulting||Similar to the
initial Blueprint. We work with your staff to
continually find ways we can improve your
|Sales Management||We have over 16 years of outside sales experience, so we can understand the particular needs of the sales staff. We also have 8 years of sales management experience, so we can appreciate management’s challenges as well. Using ACT! we can show you how you can maximize your staff's accountability and productivity.|