I have had the opportunity to work with many different clients, groups, and businesses during my career. I’m always astonished when executives get distracted by a shiny new product and forget about what really matters – PROCESS! Don’t get me wrong, I love a new product as much as any other technologist. However, when it gets down to basics, each product requires a set of governing rules and processes to define its use. Now, here’s the fun part. You can use TECHNOLOGY to implement PROCESS! This is mind boggling – I know!
One of my favorite tools is one named Quickbase by Intuit. You’ve probably heard of their QuickBooks product, but Quickbase is more like a Force.com product. I’ve used it in numerous places to help design a process and manage workflow. The architecture of the product allows you to quickly stand up the application for your needs. It also has robust features surrounding reporting, email notifications, data validation, and workflow. If you were wondering, I am not affiliated or compensated by Intuit. Use the tool that is best for your organization, but remember, it is about the PROCESS!
Here are a few areas where Quickbase has helped me:
- Clear communication (helping to set expectation and shape perception)
- Set and manage service level agreements (SLAs)
- Track and manage delivery metrics
- Knowledge management
- Capacity and staff management
I have provided a few screen shots below of a recent dashboard in Quickbase:
So – the next time that you consider implementing a new product, don’t forget the PROCESS! Be it Quickbase or another tool, think through your strategy and define your process before you start down the path of implementation. You won’t regret it! If you are mid-implementation and haven’t already considered your process, it is never too late to start. You can always find merit in tracking and codifying information to guide your implementation and communicate status to your stakeholders. Beware: this takes hard work and a lot of effort, but the overall outcome is a successful one.