The proprietary 4Q Client Engagement Framework defines 4 different communication channels with clients. Separates the noise and clutter to communicate Business / Technical and Strategic / Tactical domains. The QBRs and projects are associated with different domains. The framework defines the agenda points with executives, office managers and technical people.
3 Different QBR Templates for different use cases. Basic for simple requirements, advanced for including more talking points and the expert for all the whistles and bells.
38 instant project templates can be pulled from any client meeting to populate the roadmaps. These are linked as recommendations from the Technology Health Assessment of the report to make your life easy.
The IT Infrastructure Health Assessment shows how partner networks, policies and devices are compliant with the set solution standards and best practices recommended by you. Scores range from Non compliance, Inadequate Compliance, Partial Compliance to Full Compliance. This is a perfect way to assess the client’s environment quickly and generate recommendations to their roadmap.
You get access to an IT Services Scorecard, a Support Team Scorecard and a Client Scorecard to get feedback from various sources and make the results visible to an executive dashboard. This way you are able to gather more evidence from more mature and complex clients to demonstrate value and make decisions quickly.
Several add-on widgets are included for Cover Page, Meeting Agenda, Strategy Business Overview, What’s New, Technology Landscape, Ticket Reviews, Critical Systems Review, Tasks, Monthly Call Notes and so on to pull up any discussion with a client quickly.
Leverage the scorecard widgets to gather data from user surveys and information from executives and add input to the meeting with your internal scorecards. Use and design your own scorecards and show those in one overall widget or analyze them separately. This helps inform your executives quickly based on real feedback and lets them make decisions more easily.
Academy Courses with videos, text, progress check, bonus materials and quizzes.
Learn the fundamentals in the platform and the solution set to turn your goals into a reality. These interactive small group sessions allow you to get your questions answered, exchange ideas with others and to implement the tools and templates quickly.
