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Notes for ideas, assignments, direction for Shannon helping with Internal Project Management: Organizing & Brainstorming on Prioritizing & How to Move Forward:
Assignments: #1 - Common Tech Support Issues (Categories): Locked out of login: - New & updates for this issue?
- Current error response?? - More
Navigation: - Where things are located?
- Common areas include: tax settings, departments, user changes, update & special POs - inventory adjustments, shortcuts/tips/tools
- Remembering how to access areas that are not frequently trafficked (settings, taxes, users, etc.)
Reports: - How to get data out of the system?
- Many people struggle with retrieving their data in the way they want
- Where to go to search for the info they want? Not a good understanding of how/where data is stored & located
- How to utilize advanced searches, or even regular search parameters, special reports already formatted
How to accomplish X task in the system: - Great if you have a good consultant to help navigate these issues
- Not an understanding of all the tool can do or what tools are available to accomplish what tasks
Hardware: - The nightmare tech support question! Hardest category by far... so many variables!
- Might be helpful for us to make a more thorough News & Updates & at least show all the places to look - browser settings
- Svend - sending hardware support his way - Very willing, help with tips & tricks, suggested hardware list, Adilas Market - calling card on tips & tricks, proactive - money for him to reach out to clients?
- Come up with a game plan for hardware support - where do we need to go & how can we educate our clients on our model but still support them in getting hardware support?
- Connect with Svend - What do you need from us to get things going?
- Able to bill Adilas for $??? to get going
- #1 - For free on Adilas Marketplace so we can get things pointed his way (Russ - Bryan - Benjamin Hudson
- #2 - Tips & tricks - get them online, link them to him, help write them up - notes
- #3 - To come... Proactive
Back-end users - Balance Sheet: - Lots of the higher-end users/owners do not have a good working knowledge of how to use their Balance Sheet
- How to track various BS accounts properly
- I struggle knowing a lot of these things too - Steve & Shari are the masters!!
Levels of Training Needed: - Laser focused
- Beginning
- Intermediate
- Advanced
- Accessible
- Where to put the training, how to set this up, how to make it accessible,
#2 - Circle the Wagons - Gather what is already there before moving forward on what to do next Find the User Guide content already completed - Review
- Meet w/Brandon, get to web
Categories for Internal Project Management Needs: Maintenance Bugs Custom Projects Assigned Projects & Project Follow-up Client Communication & Follow-ups
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