Treatise on getting the most out of your web-based productivity solutions that you have deployed and services we offer to businesses of all sizes

1. Collaborative Productivity
Organize. Align. Team.

2. Presentation Agenda
 Firm Overview
 Our Solution Universe
 What We Offer Our Clients
 Who Needs Our Services
 Service Delivery Approach
 Typical Engagement Timeline
 Advisory Experience & Expertise
 Customer Success
 Pricing & Services Offered
 Contact Information
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3. Firm Overview
Productivity Advisors is a technology consultancy
that advises Fortune 5,000,000 companies on
how to select, build and use web-based
apps for their businesses.
Our Goal: Collaborative Productivity. Fostering a
greater level of effectiveness in our Client’s firms
through the adoption of web-based apps.
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4. Our Solution Universe
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5. What We Offer Our Clients
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6. Who Needs These Services
Does your organization suffer from
any of these issues?
 Inconsistencies in data (multiple versions of the truth)
 Mismanaged projects & costs
 Inefficient customer care and support
 Lack of team alignment
 Accurate time tracking and billing
Would you like your business
systems to enable?
 Shortened and better coordinated sales cycles
 Better understanding of expenditures
 Easy viewing of your organization’s key performance
indicators (KPIs)
 Improved data and version collaboration –
e.g., getting teams “on the same page”
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7. Service Delivery Approach
Discover Design Develop Deliver
• Get up-to-speed • Are configurable or • Prototype • Stakeholder
on business and customizable • Review with acceptance
current processes solutions available in Stakeholders • Train team (or
• Review business marketplace? trainers)
• Get Feedback
requirements • Design from existing from User • Document
• Understand data client data Community • Understand
to be managed • Map out data • Iterate & maintenance and
• Are there critical relationships, Repeat… support needs
businesses workflows and
integration issues • Test throughout • Determine process
needs? for revising and
auditing solution
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8. Typical Timeline for a Solution
Standard project tasks (time is duration, not effort)
 Team interviews and questionnaire intake (1 week)
 Development of business requirements (1 week)
 Data analysis (1 week)
 Prototyping a solution (1 week)
 Iterative development (2-4 weeks)
 Deployment planning (1-2 weeks)
 Deployment & Training (2-3 weeks)
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9. Advisory Experience & Expertise
Vendor selection experience
 Business Management: Business Intelligence (BI), Customer Relationship
Management (CRM), Accounting/ERP and Project & Resource Management
 Collaboration: File & Knowledge Management, Mobile and Social Web
 e-Commerce: Communication, Content Management (CMS), eMarketing,
Payments, Scheduling, Web Analytics and Website Development
App Configuration, Customization and Development expertise
 QuickBase for custom database development, CRM and project management
 Google Apps for business collaboration and productivity
 Salesforce.com for CRM, Marketing Automation & Support
 BaseCamp for streamlined project management
 Zoho for CRM, HR and project management
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10. Customer Success
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11. Pricing & Services Offered
We work with your business team to develop a phased, budgeted
approach. Of course, project time estimates are always approximate
and depend on the complexity of scope, timing and deliverables.
 Fee structure options:
 Time & materials: For situations where business requirements are not
refined, we define engagements by phases/milestones, billed hourly
 Fixed bid: With adequate requirements from our Clients, we can
provide a fixed bid proposal
 Retainer relationships: Some Clients require a longer term
relationship, structured to their particular needs (weekly/monthly)
 Services offered:
 Advise & coaching: Hourly relationships (5 or more hrs) to help your
team select vendors, do basic configurations, develop training,
produce documentation or help with organizational adoption
 Analysis & prototyping: Situations where clients are not sure of the
size of scope, we can help you determine what to deploy and when
 Custom development: Engagements where we do discovery, design,
development and delivery of customized or custom solutions
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12. Contact
Greg Robin, Founder & Principal
email: greg@productivityadvisors.com
phone: 415.935.1776
web: http://productivityadvisors.com
blog: http://gregrobin.com
twitter: 4productivity
Thank you for your interest in
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