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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 9/4/2018 3:58 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 3996
Template/Type: Brandon Time
Title/Caption: Meeting with Shannon
Start Date/Time: 9/18/2018 3:00 pm
End Date/Time: 9/18/2018 4:00 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

- Working with Shannon and getting back in to the loop...

- Small review of the training event

- Shannon reporting on her progress and her homework assignment. See element of time 4010 in the shop.

- Known tech support areas... login and getting locked out, navigation, reports, step-by-step how to's, hardware, back-end users (balance sheet)

- Reports on items and invoices - getting their information back out

- Using the existing tools to get what you want

- Hardware is always a "hard" piece - no pun intended - We would love to get him on the adilas market and then let him handle it from there.

- Possible hardware packages and suggestions

- Maybe proactively pay a hardware guy to reach out to his/her clients and be on the proactive side of things.

- Maybe some trouble shooting documents for different known hardware issues - tips and tricks

- More needs for using the adilas marketplace - calling cards, tips and tricks by power users, mini advertising

- Hardware is a totally different realm and is the hardest tech support category - at least for us

- Great ideas - but sometimes it goes nowhere -  just due to the number of things calling for attention

- Shannon has also seen lots of high-end questions from back-end users - especially from the balance sheet and high-level financials

- On training... we need different levels - laser focused, beginner, intermediate, and advanced - how do we accomplish this?

- Multiple different forms of helping to educate our users - help files, steps to success, user guide, videos, live training events, etc.