How Technology Is Changing the Customer Experience Landscape

In theory, customer experience is simple. When a customer purchases a product or service from a business, the experience they have can either be a good experience or a bad experience, black and white, simple, right? If it were true that customer experience begins and ends at the point-of-sale, then it may be that simple. But, that is not how customer experience happens anymore. Customer experience can begin as early as a simple Google search that ends up on your website. Customer experience can last as long as – well ever. A customer could be completely content with their purchase and then 2 years later call with a complaint. This interaction, though 2 years later, is still part of a customer’s experience with your business.

This extending timeframe for customer experience paired with the light speed advances in technology has forced businesses to revaluate where and when the customer experience begins, when and if ever the customer experience ends and what tools and technologies have changed the way customers and businesses interact.

Big Data and New Era Customer Experience

Image of man with iPad with data on the device

Though some customers may not be aware of how websites personally target them with ads and deals that are created based on their past search or purchase history or geographically target them based on where they are currently sitting, but it happens. And the reason it happens so easily nowadays is because the data that is available, and more importantly accessible, for businesses and search engines.

We live in a day and age where (though slightly concerning) it is not uncommon to be able to find out where someone lives, who they live with, what they do and when they do it. Now, before we go off on a tangent about online security and privacy settings, let’s get back to what this article is about – how has this data affected the customer experience landscape?

With this information in the hands of businesses, customers can receive much more personalized advertising messages, product suggestions, and even vacation ideas. Many do not enjoy their online data being peeped on for the sake of business; however, many do appreciate the personalization aspect and it does work or businesses would not be continuing to use this data for sales purposes.

This data-driven business style, paired with geo-targeting strategies have changed where the customer experience begins. Companies that customers have never heard of may already have a personalized message and product armed and ready before the customer even knows they want the product. Kind of creepy, but really cool from a marketing standpoint.

The Rise of Technology: Infinite Access for Consumers

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Another aspect of the customer experience landscape that has changed tremendously is the channels to which customers can engage with a business and also the channels in which a customer can find resources.

The first channel is through live help either on a website or direct video link. Technology has been created that allows businesses to live chat with website visitors via instant messaging or video chat. These tools aim to improve the customer experience by taking a time that is usually stressful for the customer and making their experience and simple and stress-free as possible.

The second channel is social media. Whether you reach out to a company via Twitter, Facebook, LinkedIn, Google+, Snapchat, Tumblr, Pinterest, YouTube, Instagram, Vine or MySpace (just kidding, probably not MySpace – though they do have a nice rebrand happening), businesses around the world have embraced this social media movement with open arms and have, in turn, created new avenues for sharing content with customers, engaging themselves in the current conversations and also receiving negative feedback. Social media allows customers to like and share the businesses they love, but also personally speak to the businesses they love. This technology has proven that customer experience goes beyond the point-of-sale more than any other channel in decades.

Lastly, the rise in the tech-savviness of consumers and ease of access to company information and FAQs has led to an increase in customers solving their own problems. As long as businesses have important information that is accessible via all sorts of different devices readily available on their website, some consumers will attempt to solve their problems themselves – without engaging with a customer service specialist at all. This could have both positive and negative outcomes. A) Customer does not talk to business; customer finds important information; customer is happy with business; business is happy; win-win situation. Or B) Customer does not talk to business; customer does not find important information; customer is unhappy with business; business loses customer; lose-lose situation. May be extreme, but the accessibility of online information has definitely changed the customer experience landscape.

Customers Have Come To Expect More from Businesses

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I’ll keep this one short.

The best and worst thing to happen to the customer experience landscape is the increase in customer expectations. Best because businesses are adhering to customer complaints and protests and that leads to customers that are much more consistently satisfied with a much broader range of businesses. Worst because businesses may be seen as inferior if their customer experience protocol does not match the likes of the larger businesses that customers have come to expect.

Bad service should not be tolerated from anyone whom customers are giving their hard-earned money. However, because of the increase in expectations, businesses who in the past may have not needed to invest heavily in customer service may need to now just to stay afloat. Businesses may do their best to have amazing customer experience plans, but if they do not have the resources to offer live help, or 2 hour phone call return guarantees or 24/7 support then certain customers may see that as inferior. Unfortunate, but it is how the business world works. If you aren’t ready to evolve, someone else will fly right by you and your customers may just latch on to them for a ride.

Customer Experience Landscape Conclusion

In today’s article, we have briefly touched on how much the customer experience landscape has drastically evolved in the past decade. With the emergence of new platforms and the increasing uses of mass consumer data, the idea of what a customer experience means has grown from being a business to consumer transactional relationship into an around-the-clock engagement relationship, regardless if a transactional sale is made or not.

The cool thing is that the platforms and technology used by customers and businesses to communicate with each other will always evolve, but the idea of great customer service and successful businesses responding to what their customers want is timeless.

If you have anything to add to the conversation, be sure to leave a comment below. I hoped you had as good of a time reading this as I did writing it.

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The Cost of Not Making a Decision

There is a cost to not making a decision and here’s my story. I was once asked by a potential customer, “Who’s your biggest competitor?”

Man waiting for decision to be made

I thought to myself, was it a local consultant? Was it a specific technology? Could it be Salesforce or Access or even Excel spreadsheets? The answer I realized was none of the above.

The answer I went with was, “The company that does not make a decision and the customer who thinks the status quo is okay for now.” That’s my biggest competitor and the answer surprised the gentleman who asked the question. You see, I had been at his location over 2 years ago, chatting with this same individual about a potential project and in the end, no decision was made. Fast-forward over 730 days and we were still talking about the same project.

Think of it this way: I would not be on site having a meeting if the status quo was all right. Being in sales, you know that you are not going to win every sale. It is a strange logic that goes like this – if I am not going to win the deal, then at least tell me someone else has won the deal and let me know a decision has been made. When I hear silence or worse, the common phrase, “We have not made a decision at this time,” this tells me this company is going to try to ride it out for another year or 2 and stick with the status quo, while at the same time, crossing their fingers that the existing software workflow or hardware does not break down.

What Causes the Status Quo Customer Response?

  • Budget is lacking
  • Workflow is not defined
  • Timeline is too tight
  • Decision makers are unaware of the problem
  • Fear of change from user base
  • Influencers & stakeholders are not involved in the decision-making process

How Technology Companies Help Mitigate the Status Quo from Pushing Back Decisions With Projects

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Budget is lacking: The budget to any project needs to be defined at the first meeting. When I ask customers about a budget, it is not about trying to build a project to take up all funds. The reason we ask that question is to understand if there is enough funding for all stages of this project – ex. Does this project need to be built in phases & are we the right fit for this customer? Bottom line budget also needs to be defined and if it is not, then how serious can this customer be about fixing the issue(s)?

Workflow is not defined: In order to provide an accurate and complete estimate, a comprehensive understanding of workflow needs to be submitted to the consultant early in the estimate process. If a complete workflow is not finalized, then this can lead to either too high of an estimate due to unknowns or too low of an estimate as not all required functionality is listed.

How do we help with defining workflow? At CoreSolutions, we overcome this workflow challenge by:

  1. Providing a template that helps capture basic workflow, reporting, & layout information in a “Project Discovery Document.”
  2. Offering a service that helps define and build the workflow called the Business Requirements Definition (BRD). This is a billable service that comes in more than one type. For really complicated workflows, we will have a customer go through the BRD process.

Timeline is too tight: Timeline refers to when a project needs to begin or when it needs to reach final completion. The usual answer I hear is, “I need this yesterday.” Sometimes the time to define the workload or build the solution will take too long. Some companies have measurable busy cycles. Implementing a new project during the busiest time of the year will not lead to a successful implementation or adoption rate. In order to get past the timeline being the reason for not making a decision, some companies will work with the developer to determine the best time to have a new application implemented and tested.

Decision makers are unaware of the problem: Decision makers need be on the same page. This is sales 101 – the decision makers need to be in attendance at major meetings. But decision makers need to also understand the timelines involved, such as the commitment of time required by staff to build workflow and to test the different phases of applications. Successful solutions typically have decisions makers in the loop, so that they have an overall understanding of the project scope – including time, workflow and user defined needs.

Fear of change from user base: Change can be scary, especially if it is perceived that this is a change for the sake of change. Generally, to become more efficient, new systems will require different layouts, screens, reports or workflows. Fear by the user base can be overcome in a few ways:

  1. The customer can nominate a few power users of the system who will test, deploy and have input on many of the new functions. In particular, screen layout and report creation.
  2. Through hands-on training that can be provided for users either remotely or onsite.
  3. By creating a User’s Guide with the customer’s guidance.
image of a team making a decision

Influencers and stakeholders are not involved in the decision-making process: Inclusion of stakeholders and influencers is key to a project’s success. The bigger the project, the greater the odds that more than one department, process or manager will be involved. In medium to large scale projects, sometimes it’s only the people inputting data that have issues and want a new process in place. Their own colleagues or superiors may not know that an issue exists. One of the main reasons why defining workflow is so important is that this will determine whose departments will need input in a new application and potential new or modified process(es).

The Pitfalls of Sticking with the Status Quo

Maintaining the status quo isn’t always the best business decision. Oftentimes, it’s an emotional bias for the present set of circumstances (See – Status Quo Bias). Although you may avoid the challenge of having to retrain your staff in the present moment, the fact of the matter is that in the world of software, you’re bound to face the, “It’s time to upgrade your software,” scenario. If you don’t believe me, then you’re likely still running Windows 95 on your machine.

So what are the negative repercussions of sticking with the status quo? Well, here are a few:

  • You won’t be future-proofing your organization for forthcoming technological changes
  • Your clients & staff will view your company as a technology dinosaur – who wants their business to be viewed as lagging behind in anything?
  • You’ll have to add new features & additional functionality to your system as the years progress – in terms of development dollars & technical upkeep, this will cost more in the long run
  • Your time & your IT staff’s time spent managing the day-to-day operations of your software will skyrocket

Ready to Move Forward? Need Help Defining Your Project?

Let us assist you! At CoreSolutions, we’re determined to take you Beyond Software™ to make your next project a success! Whether you’re replacing old software or looking to purchase new software, we can help walk you through the process!

The first step is to complete a project profile form on our website & we’ll connect with you to learn more about how we can serve you best.

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Why is Software Development so Expensive?

A conversation that many business owners have with their software development team is about the cost of software development and how it can be somewhat startling. Many businesses tend to underestimate the time and financial resources required to build quality, functional software applications. In reality, more goes into software development than you might think. Software requires an in-depth understanding of business processes combined with a variety of skilled individuals working together. Here are a few of the components of a development project.

Business Analysis

The first step to every development project is business analysis. Developers need to understand your specific workflows before they can actually start developing. Every business is different – some businesses have similar workflows, but almost every circumstance has unique requests. The business analysis works as the blueprint for your software and involves a commitment from both yourself and your development team. Every dollar that is spent during the business analysis phase comes back to you during the actual development phase.

Database Development

Next is the information management component. Both internal and external data needs to be managed. If businesses lack modern databases, then those need to be created.

Data Analysis

Developers need to ensure your data is being pulled correctly and transferred into usable results. Data analysis involves advanced mathematical, and in some cases scientific, calculations that drive business processes and decisions.

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Research

Whenever software is developed, industry analysis must occur. If a software development team has never worked in the medical industry, but need to develop a system for nursing and medical information, then extensive research needs to be completed before they can completely dive in. Every industry has their own jargon, processes, standards and preferences that need to be considered.

UI/UX Design

Once a framework for a software system has been agreed upon, there needs to be time allocated to both user interface (UI) and user experience (UX) design work. It is important that each client has a design that speaks to their business specifically. The design of a system must be both intuitive and visually appealing. The experience must be crisp and simple enough for everyone to utilize the new system without extensive training. This stage usually involves multiple mock-ups and prototypes.

Development Phase

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Once business processes, information management and UI/UX design have been agreed upon by all involved parties, the “real” development begins. The complexity of your system will determine your total projected development time. Also, you will need to determine which development process your development team uses. Each process has their own pros and cons, can take more or less time, and involve extended or concentrated time commitments from the client.

QA Testing

Testing or Quality Assurance (QA) is critically important during development. QA is the aspirin – they relieve all of your headaches. QA constantly tests your custom software and ensures that everything is working correctly and they offer recommendations on how to make the experience better for your users.

Deployment

Software needs to run in an environment. This may mean your servers host the system or the development team hosts it for you. This system must be accessible and optimized on whichever specific environment fits your specific needs. If deployed on a new environment, tests will need to be run in order to ensure complete compatibility.

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Training

You are now at the training stage – you are nearing the home stretch. Members of your development team will help train your staff or train your trainers that will in turn train your staff. Training may be a few afternoons over video chat or maybe it is a few days of in-class training. This is completely dependent on your software complexity and the workflows that you have had developed.

Post-Implementation Support

Congratulations, your software has been completed! Moving forward, your client-development team relationship continues. Support is vital for custom software and in building post-implementation relationships with clients. Support is usually phone-based and involves multiple levels of escalation. Post-implementation can be small bug fixes, additional feature development or more staff training. Businesses often overlook post-implementation. Post-implementation is not seen as an additional expense, but an additional investment into your software solution. Custom software is never deployed and then left alone – it is an ongoing process where both parties involved reap the benefits.

Changing Requirements

There may be a handful, but not many development projects stick 100% to their original blueprint. Features or workflows are discovered or uncovered and cause adjusted projections. It is bound to happen, but when it comes to software development, finding new features or bugs is not a bad thing. To mitigate the costs of changing requirements, you should have pre-planned alternate routes or software detours. These routes should have tiered off-ramps that allow you to save money and ensure your key features are included.

Why Software is So Expensive – Conclusion

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Overall, the costs come from not just the development team, but the efforts of the designers, QA, data analysts and many others. The simple reason that software development is so expensive is because it takes a village to develop good software. For people and organizations that think custom software development is as simple as calling up their local software developers and asking for a system, you have overlooked the importance of the process.

The best software and the happiest customers are not created during the development process, but the planning process. The more an organization gives in terms of communication, the more the software solution will facilitate their specific needs and the more value they will receive. Software development involves research and feedback. It is a give and take relationship that goes much beyond purely transactional. A good development team sits down with their client and finds out what it is exactly that they need. Every business is unique and the processes that they go through on a day-to-day basis are ever-changing. This is why custom software is so expensive.

If this conversation speaks to you, don’t worry – you are not alone. The true benefits and value of custom software are often overlooked. Software development is not just lines of code. Software development is a partnership between a business and a developer that leads to improved processes and overall satisfaction. If a business wants to complete a specific goal, than off-the-shelf is a good choice. However, if your business wants a tailored solution, than custom development is a route you will want to consider.

Every business is unique and so is the software they need. Get your free Personal Needs Analysis today.

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Understanding IT ROI in 4 Minutes

Having been engaged in various aspects of the IT services business for over 30 years, it still confounds me how many people struggle with leveraging a REAL, QUANTIFIABLE Return on Investment (ROI) when acquiring technology “solutions”. Understanding IT ROI doesn’t have to be difficult, so I’m going to try and explain it in 4 minutes or less. Get your stopwatch out! I would like to explore some of the elements and perhaps provide some perspective that may assist in your decision making on your next technology acquisition. Everything else is just technology with flashy lights…

Image of a computer, pen and calculator

 

At a minimum, IT solutions should be able to answer “yes” to one of these questions:

Let’s discuss each of these points…

Revenue/Margin Increase Potential

In the ever rapidly changing technology world, IT solutions are unlocking significant revenue potential. IT is creating active, long term growth for both old and new industries. The main objective in regards to increasing revenue and margin is:

  • Increased revenue with same or decreased net cost of goods
  • Reaching new markets/customers (sectors, geographies, etc.)
  • Increased revenue per existing client (new product penetration, awareness of other lines of business, larger less frequent transactions, reduced friction/cost per transaction)
  • Improved conversion/close ratios

Bottom Line Performance

This is often the most tangible and immediate benefit of IT solutions for an organization – Improved processes and workflow. It is also one of the most overlooked aspects of garnering a return on the investment.

  • Revenue growth while limiting incremental costs
  • Static revenue with reduced costs
  • Reducing the sales cycle to provide increased sales velocity
  • Reducing the cost of transacting business through process automation.

Improve “Customer” Experience

In the “U.S. Customer Experience Index, 2016,” Forrester’s Rick Parish says, “Customer Experience leaders grow revenue faster than CX laggards, drive higher brand preference, and can charge more for their products” (Forbes, “The State of The Customer Experience”).

IT solutions can:

  • Provide 7 x 24 access to services through automation
  • Go Mobile – your customers/users are always on smart devices. Give them the tools and information they need on the devices they use everyday
  • Engage the younger customer – if it is not available through a browser, it doesn’t exist for many of this generation
  • Reach everywhere – whether web or app, don’t limit your audience

Customers are very quickly starting to not only expect, but demand exemplary experiences 100% of the time.

Need Help Calculating Your ROI?

Figuring out an IT ROI doesn’t have to be daunting or complicated. Now that we have covered the fundamental elements of ROI, we will look at some of the financial metrics in my next blog (Everything You Need to Know about Software ROI).

At CoreSolutions, we build software solutions that help our clients improve their workflow, so if you still want more information, leave a comment below or contact us today and we’ll help you determine the best ROI for your organization.

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Managing Committees with CoreUM Groups

Coordinating meetings between multiple people can be challenging. Each meeting attendee has their own busy schedule and finding the time that works can take more effort than the actual meeting itself. Now, imagine having to coordinate with multiple different groups of multiple individuals. Things can begin to get out of hand.

As an example, you may be a member of several committees. Each committee has many moving parts and finding times to meet with members becomes very daunting – especially when someone is responsible for coordinating meetings with more than one committee.

The best way to simplify your coordinating process, reduce stress, and save time is to use the Group Management feature in CoreUM. How Group Management works is simple – you create a group and then add all members to the corresponding group.

Here is an example…

A CoreUM user who is also a City Councillor is a member of several different council committees including: The Strategic Priorities and Policy Committee, the Community and Protective Services Committee, and the Civic Works Committee. Now, there are scheduled sessions for each of these committees where all members are expected to attend, but if there is ever a need for a meeting outside of this allotted time, coordinating the schedules of all committee members is nearly impossible – until our City Councillor began to use CoreUM.

Our City Councillor added all of their contacts into CoreUM via a Microsoft Outlook integration and then created a group for each of the three committees that they were a part of and added all corresponding members.

Now, whenever, for example, the Civic Work Committee needed to meet, the Councillor simply creates a meeting invite in CoreUM, adds several possible meeting dates and times, and selects to send the invite to the Civic Works Committee Group that they had created in CoreUM.

Each committee member then choses the times that works best for them and CoreUM compiles the results and presents the best time for everyone. It is as simple as that – no back-and-forth email chains, no miscommunication, no schedule juggling – just a simple meeting time that works for everyone.

CoreUM is free to use. Try it today! And as a MuniServ member, we’ll give you the upgraded VIP subscription for 30 days.

Like it? Use coupon code “muniserv” at checkout to receive 20% off of your first year of corporate membership.

The CoreUM Team

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9 Things to Consider When Starting Your Next Development Project

It’s time for your big development project, but first you should understand how to make your experience the best it can possibly be. We’ve done countless Custom Development projects over our 25 years and we would like to share our knowledge with you in order to help make your experience more worthwhile. This list gives you some suggestions that you can use to make your next development project go as smooth as silk.

Tip #1 – Determine Your (Projects) Workflow Process

Image of a workflow graphic

Determine the methodology behind your project; it is important that this is decided on early in the process. There are many types of workflow designs, i.e. Agile, Waterfall, Incremental, Cleanroom, Spiral, etc., which is why careful consideration needs to be placed on the right workflow design for your project. At CoreSolutions, we use an Agile workflow because we feel it provides benefits such as constant testing and short feedback loops for our clients; our two-week sprint cycles, followed by a project demo for the client allow for constant communication and satisfied customers. All workflows have their individual benefits and downfalls; this is why choosing the right type for your project can go a long way toward the success of your custom development project.

Tip #2 – Before You Start, Gather Input from All Staff

Often there are many stakeholders in a project and you’ll need input from all of them in order to ensure a consistent vision. Nothing derails a project like scope creep and changing functionality. Everyone who is involved has their own needs & opinion to bring to the table and if everyone is given the opportunity to speak their mind, the project will have a much more cohesive end-result. And, a much happier you!

Image of a sales meeting

Tip #3 – Plan for the Future

Create a project that is future-proof. You don’t want to create your project and in two years it becomes outdated and you have to redesign. Build something with both a modern design and something that has longevity.

Tip #4 – Use Incremental Building

If unchecked, some projects may gain a life of their own and become much more overwhelming than originally anticipated. However, if managed correctly, the project can become a success in terms of both, project functionality and overall client approval. Incremental building lets you properly lay the foundation and allows your concept to healthily grow into the project you originally envisioned.

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Tip #5 – Determine the Best Timing

Is now really the best time to start your project? Will your computers need to be upgraded? Are all of yours resources ready? Do you need other hardware or software to make this work? Do you have the proper staffing? Can your budget handle this project? You need to understand that if your budget, time or scope of the project change, all other factors will change along with it. Do not rush your project; plan your resources and time accordingly before you begin.

Tip #6 – Ensure a Comfort Level Throughout

Communication is Key! If there is anything you do not understand, ASK! Constant communication and updates with your team are vital in the custom development process. When using an Agile workflow, among others, you have to meet regularly with your team or project goals will not be accomplished. You have to be comfortable enough with the process in order to ensure there are no miscommunications.

Tip #7 – Testing and Using Throughout

Whether it be yourself or a team member, double-check functionality and design throughout the project. This will help iron out the rough patches as well as create a more unified final project. Some ideas for testing your project include…

    •  Schedule demos with your development team to experience the full functionality of your project.

 

    •  Avoid workflows with testing stages near the end of the process; stick to workflows that allow for constant testing and fine-tuning.

 

  •  Get a second opinion; have users who will be using the custom development project or users who have used similar projects in the past to come test out the functionality and have some input.

Tip #8 – Break Project Down Into 2 Sub-Parts; Need-to-Have and Nice-to-Have

When you are originally planning your project, the potential is endless. There are so many possibilities and, like a kid in a candy store, you are probably full of intrigue and excitement. This is why it is extremely important to manage your Need-to-Haves and Nice-to-Haves. There are a lot of features that would be Nice-to-Haves; however, with the walls of your budget and the ceiling of your timeframe encasing your project, ensuring your Need-to-Haves are in order should be your top priority.

Image of a stack of coins

Tip #9 – Build Within Your Budget

Development projects are important. But, so is your well-being. Ensure that you have a determined budget and PLAN ACCORDINGLY! Just because the possibilities are endless does not mean your cheque book is as well.

With these 9 tips, your next Custom Development Project should go as smooth as possible.

Here at CoreSolutions Software, we’ve been in business for over 25 years and we understand that providing exceptional service and support, alongside our versatile customizable software applications, is what sets us apart from the competition. Our team is dedicated to delivering cost-effective, top quality products, on time and on budget – Guaranteed!

Have any questions or comments? We’d love to chat about your next development project, so call us today at 1-800-650-8882 or fill out a contact us form on our website.

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Inexpensive Electronic Tools to Enhance your Meeting Organization

Quick, we need to jump into a meeting. What’s the first thing that jumps into your head? If you’re like 47% of the respondents in a recent Igloo survey, you’re thinking things like “boring”, “necessary”, “tedious”, “useless”, “pointless”, “long”, etc. It seems that there is a lot of distain for meetings, which isn’t entirely unfounded.

Meetings are often seen as a necessary evil. When effective, they can help teams collaborate and stay on track, but if not well executed, they can lack productivity or get viewed as a waste of time. A recent study conducted by Verizon Business found that 89% of individuals thought that their meetings could be improved with better technology. So today, we are going to explore a few new technologies to get you some productive meeting time back in your day.

Tools for Scheduling meetings

CoreUM – Full Disclosure, our team built this software, but there are free plans available and we think it’s the best thing for meeting coordination.

The frustrations typically begin with one of the most difficult parts of the meeting process; the actual coordination of the meeting! If you’ve never been on the receiving end of a reply all email or mass communication thread, it typically goes something like this:

John – “Is everyone free Wednesday at 7:30pm?” 
Bill – “Not at 7:30, but I can do at 6.” 
Suzy – “Tuesday works better for me, I’ve got softball on Wednesday nights.” 
Jen – “Can we do Saturday instead? But only before 2:30.”

Using a meeting scheduling app like CoreUM allows users to simply poll and coordinate available meeting times with invitees.

Step One – Provide meeting details (name, location, etc.) and propose a handful of dates and times. 

Step Two – Select your invitees. 

 

CoreUM takes care of the rest to gain consensus.  

Your invitees select the times they’re available, allowing you to select the option with the most availability.  

CoreUM is the only system on the market to include CORPORATE BRANDING, QUORUM and GROUP MANAGEMENT. Whether you are using CoreUM for organizing your next committee lunch, gathering the best dates and times for your annual golf trip, or planning your next corporate outing, CoreUM may become your favourite productivity application and revolutionize the way you organize meetings. 

CoreUM is free to try the VIP subscription for 30 days. If you like CoreUM, use coupon code “muniserv” at checkout when upgrading to a corporate membership to receive 20% off of your first year of corporate membership.

 

 

OK it’s meeting time.

For hosting meetings

We love GoToMeeting. It’s a staple, been around forever, and almost everyone has some familiarity with the user interface. Simply create your meeting and send an invite link and you can instantly share your screen, have a video call, chat forum, record your call, and see who is engaged and paying attention. Yes, you are able to see when individuals click away from the tab that you are showing them. GoToMeeting isn’t free. You’re paying at least $26 per month in order to use the software.

Other options include Skype for Business (free if you use Microsoft Office 365), ON24 and Adobe Connect.

For keeping track of your ideas

Now that you have coordinated meeting times with CoreUM and began your GoToMeeting, which tool can you use during your meeting to keep track of your awesome ideas? We have a lot of experience with this area as we’ve tried a lot of different software packages. There are a couple of great options:

1.   1. Evernote – Evernote allows you to post lists, images, and ideas while also collaborating with your meeting attendees. The best part is it’s free to use, but in order to sync across multiple devices, you will have to purchase a paid membership ($46.99 to $120 per year). Their mobile app and search features are big sellers here. I personally store all of the PDF of important documents and manuals in Evernote so I can easily come back and reference them. They also have a handy chrome app that allows you to clip webpages and save them directly to Evernote. We did run into some issues with syncing when multiple individuals were editing the same note.

2.   2. Google Docs – If you want everyone to be able to edit your notes as you work, Google docs has you covered. Many individuals can contribute new ideas and edit documents in real time. Sometimes this can cause the “too many cooks in the kitchen” challenge. The best part is that the Google suite of products is free to use and corporate membership is only $50 per user per year. You don’t need to have a Gmail account.

3.   3. Basecamp – We love basecamp. Basecamp is more of a project management tool but If you need to collaborate on a project with internal and external individuals, it works amazingly well. There is a group chat (they call it campfire), a message board, schedules, tasks, to do lists, storage for documents and files, etc. they even have automated reminders. Project participants can get notification of progress and updates on the status of changes to the action items and to do’s in the projects. The reason it’s not number one on the list is because the cost is $99.

4.   4. OneNote and Microsoft Office 365. OneNote works similarly to Evernote but it’s the product from Microsoft. This means that it integrates into other Microsoft products. It will easily let you store meeting notes and agenda items as well as share those notes to other individuals in your organization.

All of these examples are inexpensive and can really help organize and structure your meetings. They’ll even let you upload pictures from that awesome brainstorming session.

Bonus tool – Consider not having a meeting using Slack

While I feel the most effective way to have a meeting is face to face, I know some companies are limiting the number of meetings they are having using productivity apps like Slack. Instead of getting together for a daily status meeting (or Scrum, for those in the Agile world), they use simple automatic reminders to ask the team what’s going on. Each person responds with their top priorities, from wherever they are. Managers scan the channel to address any questions, and it saves about 15 minutes of time per employee every day.

The Conclusion

These are just a few of the tools we use to try and make the meeting process easier and is by no means an exhaustive list. This won’t prevent your sales manager’s noisy dog from barking in the background when their working from home or your customer service manager from forgetting to put themselves on mute, but it is a start to make the organization easy.

Thanks for reading

 

CoreSolutions Software.

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Two Methods for Breaking Your Development Project into Parts

Part Eight in the Series: Software Development Guide for Business Leaders

 

Determine Minimum Viable Product Features

As you build your functional requirements, you must choose the features and functions needed to create a Minimum Viable Product or MVP. A minimum viable product has just those core elements sufficient to deploy the product and no more. Using an MVP style of development encourages feedback from the stakeholders, costs less to develop and is a good strategy to use when developing customer facing apps.

Utilize the MoSCoW Method

Image of the PhoneGap Logo

When developing your MVP, break the requirements for the down into sub-categories. A handy method for this is the MoSCoW Method. With the MoSCoW method, you break each element down into the categories: Must have, should have, could have and won’t have.

I like the MVP and MoSCoW methods because they use standard language and terms that we can understand easily.

Critical to the success of creating a MoSCoW frame is a budget and a time-box or end date. If you had unlimited time and budget, it would allow you to have everything in your product.

Since there are seldom cases where the budget and timeline are unlimited we then employ the MoSCoW Method to determine:

  • Must Have Items: requirements that are critical to the success of the current development time-box.
  • Should Have Items: important but not necessary for the current time-box.
  • Could Have Items: desirable but not necessary for the current time-box.
  • Won’t Have Items: won’t be included in this time-box as agreed upon by the stakeholders.

As an executive, your biggest problem will be the classification of each requirement and to avoid making each one a “Must Have Item”. Facilitate this process with your Project Manager.

Two Methods for Breaking Your Development Project into Parts Conclusion

Your PM may have some tools up their sleeve to facilitate a workshop or meeting but here is a tool that you can use to focus the session and attain a good result. The device is called the Prioritization Matrix. With it, you can easily have a stakeholder meeting and get everyone to agree which requirements are going to have the biggest impact and then the “must have” items for your next sprint.

MoSCoW, MVP, and Agile go together well. Start each sprint with a MoSCoW session, build your MVP and you’re ready to start. Evaluate each successive time-box and apply the MoSCoW method iteratively.

 

CoreSolutions of London, Ontario, is a locally acclaimed software development firm with over 25 years of experience. CoreSolutions’ team of experts, including developers and project managers, build web and mobile applications using the Agile Methodology and tools. CoreSolutions will assist you through all phases of your project including brainstorming, requirements planning and project management.

Connect with CoreSolutions today to start your project with a Free Needs Analysis.

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Importance of Testing Throughout the Development Project

Part Seven in the Series: Software Development Guide for Business Leaders

Develop Testing Strategy & Assign Testing Engineer.

It’s important to have a testing strategy for your project that tests early and often. At the beginning of the project ensure that testers are available from the user community and the development team. You may identify a “testing engineer”; someone that represents the customers’ needs and can engage quickly with the project team.

Don’t fall for the “Testing Phase” approach, where testing occurs at the end of the project. Testing at the end of the project can lead to cost and budget overages. The sooner an issue is isolated, the sooner it can be addressed and fixed.

Make it easy to do testing and to provide feedback. Develop a test plan that the testing engineer can use to run scenarios based on the user story and use cases.

Rotate Developers in the Role of Product Demonstrations & Testing.

Flat Image of user with code icon

Assign a different development resource to lead each iteration of testing. Empowering the developers through leadership, broadens their perspective, increases responsibility, improves quality and brings them closer to the customer’s view. By including the development team in the testing processes with the customer, you will integrate testing with development; these are often considered separate processes. An integrated testing/development environment is a healthier system that results in better cost and quality control.

Placing a developer at the center of the testing process reinforces a culture of quality. No one wants to have bug occur during a demo, so visible demonstrations encourage improved quality.

In summary, how you approach testing can make a significant impact on the project. Insist that a testing plan is part of the Project Plan. Include in your plan:

  1. Placing the developers at the center of the testing strategy to improve the quality of the code.
  2. Assigning a testing engineer that represents the needs of the customer.
  3. Provide feedback easily with a testing plan, use case scenarios, user stories, forms, & automation.
  4. Test early and often.

I’d like to add a note for successful implementation of a developer led presentation. Some developers will absolutely cringe at the thought of being the center of attention, presenting software to clients and others will shine. Be considerate and weigh individual skills and strengths and try not to put any of your team into a difficult, nerve wracking situation. Your much better to assign supporting roles to the more introverted members of the team.

 

CoreSolutions of London, Ontario, is a locally acclaimed software development firm with over 25 years of experience.

CoreSolutions’ team of experts, including developers and project managers, build web and mobile applications using the Agile Methodology and tools. CoreSolutions will assist you through all phases of your project including:

  • Brainstorming;
  • Requirements Planning;
  • Project Management.

Connect with CoreSolutions today to start your project with a Free Needs Analysis.

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Determine the Best Timing for a Development Project Start

Part Five in the Series: Software Development Guide for Business Leaders

Setting a delivery date for your project is the domain of the stakeholders and leaders. But, when is the best time for you to start a project? What variables do you and your project manager need to factor into this critical timing decision? Here are some factors you can reflect upon to help you make a great timing decision.

Project Motivations

Each project in your organization will fall into one or more of the following categories: strategicoperational or regulatory.

  • Strategic: The project is required for the achievement of business goals.
  • Regulatory: A government body has set a deadline you must comply with, i.e. new tax, privacy legislation, etc.
  • Operational: Addressing a non-optimal operational situation would result in business improvement.
Image of the project categories

In almost every circumstance, when evaluating which projects to start, the strategic, or money-making projects, are going to come first. However, a regulatory or operational project can supersede a strategic project. Think about the existing and planned projects for your business and weigh how they impact your project.

Planning Window

What is your planning window: What is your time estimate for development? Once this is known, then set that window of time x 1.5 to provide you with a planning window which can slide along your time scale, known as a sliding planning window.

Inside of this time scale, you can place any critical dates including:

  • Regulatory Deadlines: what regulatory constraints must be me and by what date.
  • Business Deadlines: what business deadlines and product rollouts are planned and on what date.
  • Pre-Existing and Contingent Development Projects: are there existing projects that need to complete before starting your project? Does your proposed system rely on the functionality being developed for another project? Include start and end dates that impact your project.
  • System Upgrades: what system and critical upgrades are occurring during your planning window which either are critical to project success or that could impede project progress. Include planned system upgrades that will impact your project.
  • Infrastructure Expansions or Acquisitions: what infrastructure must be acquired and implemented before deployment of your application. As you evaluate your infrastructure requirements, consider using Cloud-based servers for applications and database and developing web applications instead of traditional apps. Be sure to add these critical dates to your sliding planning window.
  • Team Load: what existing projects are in play and how is your project team impacted by that load? Can you dedicate your resources; will they be required for other projects? Internal resources are finite; will your resources utilized on other projects or unavailable for your project until a future date?

The Impact of the Schedule on the Project Budget

Optimizing your budget during the planning phase is critical and can set the stage for a project that lands and is within its budget. You may also be able to find savings through scheduling that can be ‘banked.’

Using your sliding timescale, reflect on when the most cost-effective time to execute on your project is. Will pushing your project out result in cost savings or will it incur overtime wages to meet business or regulatory deadlines? Will it impact other projects and incur additional costs? What would happen if you outsourced some or all your project?

The Impact of Outsourcing on the Project Start Date

Image of a yes text

Finally, consider what would happen to each constraint if you outsourced your project development. Would it remove many of the variables, resource challenges, hardware requirements, database issues, and would it be easier to fix your budget? The answer is likely a big YES.

To summarize, setting the start date of your project impacts much more than the delivery date. It affects all aspects of the project, resources, budget, system upgrades and updates, the delivery of constrained applications, and of course, the customer; rolling out a tax software application for accountants during tax season would not be a good idea!

 

CoreSolutions of London, Ontario, is a locally acclaimed software development firm with over 25 years of experience.

CoreSolutions’ team of experts, including developers and project managers, build web and mobile applications using the Agile Methodology and tools. CoreSolutions will assist you through all phases of your project including:

  • Brainstorming;
  • Requirements Planning;
  • Project Management.

Connect with CoreSolutions today to start your project with a Free Needs Analysis.

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