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
2
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.
3
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”
6
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
7
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)
8
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
9
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
11
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
12