As manager of professional services I had a goal to improve how we document and manage strategic customer deployments. We were using a number of software applications to manage these complex implementations and every time a consultant left the project and a new one came on board, we lost a significant amount of history and knowledge about what had taken place with the account and what was working and what was not. We needed a way to share this knowledge asset with the consulting team through the life of the strategic customer relationship.
With AccomplishTS we were able to create a project that the team could easily access from the field and provide a simple summary of each week’s progress and store all pertinent documents relating to the deployment from project change orders to new scoping requirements and estimates. With the AccomplishTS project message board we are able to use the entire team’s knowledge to help individual consultants get answers when they have questions or are struggling to solve a technical challenge. All of the information that is relevant to the deployment is available for the team to see and review. I get a daily status update during the beginning of the deployment to make sure that we are establishing a solid and successful relationship.
