About Us
Our Philosophy
We’re all about the ever-present challenge of unlocking and enabling potential, yours, our own, and our client’s. We’re specialists in developing and implementing CRM solutions. We’re also specialists in human dynamics. Combining these, not only do we build the system of your dreams but we do it in such a way ALL of your people can actually use the new tools to exceed your expectations. That’s our “secret sauce.”
The work we do begins with the mindset we embrace, embody, and cultivate, which is best described as an unswerving disposition toward possibility. Possibility in co-creating technical solutions, and possibility in summoning peoples’ courage and creativity to help shape those solutions.
We believe that by getting the right people in the room, clearly communicating the task, vividly describing the desired outcome, and then challenging them to use all of their know-how, anything can be accomplished.
VISION
We co-create the introduction, implementation, and adoption of Microsoft technology solutions with and through people.
MISSION
To support clients with Microsoft technology, effective communication, and people know-how to solve problems, and unlock performance.
Project Process Overview
We frame our practice and work on a tried and true macro-level project process model and 2-principles that we live by.
We believe that successful projects emanate from a deep, human level that we strive for our work to reflect, and we are guided in that endeavor by the following 2-prinicples:
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Close collaboration with our clients, and
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An abiding belief that “people support what they help create”
Assessment
01
Plan Development
Define the scope and focus of assessments, clarify the methodology, identify participants, establish confidentiality protocols, and determine the timing and use of assessment data.
02
Communication and Execution
Communicate the assessment plan to the organization, launch the assessments, and ensure they are conducted according to the established plan.
03
Feedback and Review
Present the results of the assessments, conduct in-process reviews with stakeholders, and align outcomes with the overarching project goals.
Joint Planning
01
Analyze and Formulate Recommendations
Sift, sort, and analyze data collected during the assessment phase to develop specific next steps and recommendations for implementation.
02
Brief and Plan for Implementation
Present recommendations in an implementation plan format to appropriate audiences, including staffing/tasking requirements, resource identification, event scheduling, and training or workshop designs.
03
Prepare for Evaluation
Design the general plan for the evaluation phase to ensure the effectiveness of the implementation efforts.
Implementation
01
Roll Out CRM Training and Processes
Conduct briefings and workshops to introduce the new CRM system and its features, ensuring all users understand how the new system enhances customer and organizational workflows.
02
Establish CRM Governance and Support
Set up a CRM Steering Committee comprising organizational leadership, develop individual user plans, and establish clear accountability roles for managing day-to-day CRM operations and data management.
03
Build CRM Infrastructure and Processes
Design and implement a centralized CRM database, establish a review process aligned with business cycles, and create a dedicated space or virtual dashboard for tracking and managing CRM-related activities.
Evaluation
01
Assess Effectiveness
Collect empirical data to evaluate the impact and efficacy of the CRM implementation by analyzing what worked, what didn’t, and identifying areas for improvement.
02
Analyze and Compare
Analyze the collected data against stated project objectives, tasks, and deliverables, providing actionable insights to relevant stakeholders.
03
Recommend and Conclude
Propose revisions, improvements, or changes based on the findings, and either conclude the project or direct additional follow-up activities as needed.
Our Process: The A-P-I-E Model
Key Pre-Launch Activities
Collaborative Engagement
Site visits and discussions with your leadership.
Clarity on Requirements
Defining needs, expectations, and collecting relevant data and historical insights.
System Assessment
Reviewing current CRM systems, policies, and practices.
Strategic Alignment
Methodology calibration meetings.
Roadmap development.
Project structure discussions.
Effective Communication
Planning project communications.
Establishing coordination frameworks.
Capacity Building
Hosting pre-launch workshops to align understanding and train team members.