Category: Special Topics

  • Catching Up On Documentation and Overdue Tasks During a Lull

    Catching Up On Documentation and Overdue Tasks During a Lull

    Summer can be a frustrating time.  Much like the end of the year, there are a lot of vacations to work around, and your team varies from week to week.  That makes this an excellent time to take your vacation as well.  However, when you find yourself at work with limited staff or tasks waiting for people to return, there is an opportunity for catching up.  Those secondary and less important tasks that never seem to get done are excellent targets during these slow times.

    Getting Ahead

    One of the areas where it is easy to get behind is planning.  You know the Fall and wrap up of the year will be busy.  It almost always is.  Thus, this is a perfect time to look ahead to those hectic months and search for tasks you can start or even complete in this slow time.  It can be a time to lay down plans for the push and create documentation outlines where possible.  The work may not be such that it can be completed and off your plate.  However, any steps you take now will be less time to spend during that rush.  This is also a time to set things in motion if you are going to need vendor buy-in, customer sign-offs, or other administrative tasks that can often drag out the completion of a project.

    Catching Up On Overdue Tasks

    Planning takes some thought and forecasting.  Overdue tasks do not suffer from these restrictions.  You know what needs to be done.  Many of these tasks are the kind that languishes on your to-do list for weeks or months.  Why not remove those headaches and stress by knocking out some of your “productivity debt?”  When you take action your days will move along quickly and you will be thankful in the months ahead that you did.

  • Exploring Your Tool and Application Options

    Exploring Your Tool and Application Options

    In the last few years, I have often found myself researching application options and tools a customer is interested in.  This usually starts with a suggested tool or two that they like (or have a few specific dislikes).  Then I am asked to see what is available that is similar but better.  The fruits of those little projects are a good start for this article and will likely surprise you.

    A Target-Rich Environment

    The first thing that jumps out at me when I start these projects is the number of application options that can be found with a search or two.  Even “niche” applications like visitor recording, B2B e-commerce, and database development tools will return several options.  Better yet, most of the alternatives I come across have at least a free trial period of a few weeks while often providing an unlimited free option.  Cost is rarely an issue.  The tools available these days are regularly priced in a way that allows customers to start simple and inexpensive or go all-out for a high-end solution.

    Worth the Investment

    I mentioned a trial period available for most solutions.  When you combine some of the training material often provided with the ability to “play” with these applications the time requirements can become overwhelming.  However, an hour or two will typically be more than enough to evaluate the usefulness of these tools.  At times, you will be able to eliminate options in fifteen minutes or less.

    This time spent perusing your options is well worth the investment.  Your initial list of a few possibilities can grow to several.  Then they can be pared back down to a short list.  At this point,  each solution is likely a good fit (or better) for your needs.

    Evaluating The Options

    The number of viable application options makes the selection process easy to overlook.  When you feel you cannot wrong with any of the available choices, then it is logical to keep your investment small and avoid going deep into the evaluation.  At this point, it is worth looking at the reasons that started the search process.  Some requirements were not being met by the original solution.  They should be verified in the short list of options.  The search process will also provide new elements that are desired in the solution.  That is just the nature of reviewing solutions in any vertical.  Your comfort with a prior solution can keep you from considering what new advances and features can do for your productivity and company.

    Make sure your list of requirements is kept up-to-date with what the research has taught you.  In my case, I am often in a position where I cannot make the call on that list of requirements.  Instead, I make a note of features and enhancements listed by some of the solutions that may appeal to my client.  As part of the review deliverables, I always include these features as an addendum to the requirements list or as “other things to consider.”

    The More The Merrier

    Many tools have a way to invite others into a demo period.  Take advantage of this and find some other people that can give you feedback on the product.  They do not need to spend much time at all in the product.  Instead, they can quickly provide their initial reactions to the features and interface.  This is a great way to avoid making decisions in a vacuum while also sending a form of a trial balloon to determine how open others are to this change.

    I hope these brief suggestions spark you to re-consider your current tools and evaluate how the landscape has changed.  A considerable productivity boost might be just around the corner for you and your team.  Of course, I also am happy to help you in evaluating your options and finding the best tool currently available.  I would love to discuss your specific requirements and how to find the best solution.

  • A mentoring presentation on creating an effective RFP process and documents. (AKA RFP tutorial)

    A mentoring presentation on creating an effective RFP process and documents. (AKA RFP tutorial)

    I decided to go over lessons learned from my experience with several RFP projects over the last few years.  I learned a lot from an excellent mentor and have added my own touches to create a process and documents that have been highly effective in a broad range of situations.  This provides a form of RFP tutorial that is highly recommended for anyone going through one for the first time.

    You can find it here: https://youtu.be/dx8vlSoUXs0