Demo guide - ITM Platform...•Stick to client needs: ITM Platform is big, make it look simple....
Transcript of Demo guide - ITM Platform...•Stick to client needs: ITM Platform is big, make it look simple....
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Demo guide
ITM Platform PPM ProductDemonstration
Version 1.011/01/2017
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• Get to know clients and their needs.
• Stick to client needs: ITM Platform is big, make it look simple.
• Explain what ITM Platform is and the client problems it can solve
• Explain WHAT ITM Platform does, not HOW it does it
• Record the demo on video
• Encourage clients to ask questions anytime
What you like most about ITM Platform isn’t necessarily what the client needs
How to personalize demos?
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The structure for this guide
Each functionality follows the
same structure:
• Main Message
• Main Elements
Basic features are marked with a green dot and must be covered in every demo
Conditional features are
marked with a red dot and
highlighted in red. They should
only be covered if the client
has specific needs.
For conditional screens, the header shows a reminder of when to discuss them.
Strong recommendations are
highlighted with a warning
symbol
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Conditional features and when to demo
QUESTIONS TO ASK THE CLIENT BEFORE DEMO
• What type of projects do you manage: internal, external or both?
• Internal - Programs
• External (Projects for external customers) - Clients, Revenues
• How do you manage your projects? Which solution are you currently using?
• Jira – Jira connector
• MS Project - Import MS Project Gantt chart (.mpp files)
• Will users report working times?
• Yes - Time reporting
• Will they report times using mobile?
• Yes - ITM Platform APP, Slack
• Already using Slack or any collaboration/chat system? Or will they make follow ups with the mobile?
• Yes – Slack
• What do you want to see on this demo?
INFORMATION NEEDED BEFORE THE DEMO
• Company sector?
• TI: Time reporting, Resource planning
• Example project used:
• TI: Software application development
• Engineering: New industrial unit construction
• Other: Winter promotion
• Medium company maturity - Portfolio, API
• High company maturity – Programs, Portfolio, API
• Low company maturity - Kanban
COMPANY MATURITY
• Low: Don’t use project management tools
• Medium: Use MS Project and/or Excel
• High: Has PMO, uses specific PPM solutions
Do NOT explain any of these features if the client is not interested. Keep it simple
QUESTIONS TO ASK THE CLIENT DURING DEMO
• Do you use/want to use agile methodologies?
• Yes – Kanban
• Do you know what Earned Value is? - Earned Value
• Do PMs estimate hours?
Yes – Resource planning
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Unique Selling Points
Explanations of all features should connect to our Unique Selling Points:1. Full-featured
2. Easy to use / user onboarding / easy learning curve
3. Easy to deploy / up and running in no time
4. Well-priced / Scalable (Average price: 12USD/User*Month)
Example: While explaining Strategic Alignment we could say
“many costly online systems (well-priced) can only do this, but don’t allow you to manageindividual projects (full-featured)”
Reinforcing 1 and 4
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Access demo environment
Main message:
• Saas, access with any browser, no installation process
• Easy to deploy / up and running in no time
Main elements:
• Access to the demo environment:
• English: http://demo.itmplatform.com/globalcorp360EN?ID=0009
• Spanish: http://demo.itmplatform.com/globalcorp360?ID=0009
• Portuguese: http://demo.itmplatform.com/globalCorp360Brasil/?ID=0009
• Describe each license type (profiles) in a sentence
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Main message
• My desktop: general vision for all users.
• Only Full Access Users can see the 4 menus
Main elements
• Access to the tasks activities for the day
• User tasks in each column: to do, in progress, recently completed (it mimics a Kanban board)
• Corporate social collaboration system
• All communication in a single place
• Messages
• Notifications and alerts
• Slack and APP
Home
Avoid going into detail about the “My Tasks & Activities” area
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Main message
• Control team member efforts in tasks/activities and
projects
• Compare planned and actual efforts
• Workforce costs are automatically updated
Main elements
• Team members can report efforts
• Task managers can do follow-ups of their tasks
• 3 methods to report time:
1. My timesheet
2. My tasks & activities
3. APP or Slack (start/stop)
Time reporting
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Management/Projects
Main message
• All active projects general view
Main elements
• All projects KPIs
• Filters
• Export Excel
• Custom fileds
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Main message
• Manage projects with agile/not predictive
methodology
• Agile and classic methodology in same solution
Main elements
• Three status columns by default/fully
customizable
• Manage tasks easily
Kanban
Explain Kanban to low maturity customers
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Main message
• Project general view
• Enterprise communication system for each project
Main elements
• General project parameters (customizable)
• Messages related with this project
• Choose example project:
• Sector:• TI: Software application development
• Engineering: New industrial unit construction
• Other: Winter promotion
Management/Projects/*/Project home
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Main message
• User friendly and Full-featured
• Integrated with MS Project
• Real time
Main elements
• Create chart in ITM Platform
• Add task
• Move/enlarge/shrink on the graph and analytically
• Modify tab and add columns
• Base line, Critical route
• Task types, dependences
• Task % Completed, Numeric and graphic follow up
• Project Calculated progress and % Completed
• Or simply Import MS Project Gantt charts
Management/Projects/*/Gantt
Show drag and drop
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Main message
• Manage project resources
• Project team general view
Main elements
• Define Project team
• Define task team
• Explain project and task roles
• Users receive mail notifications when allocated to
a task
• Estimate user efforts for each task
• Control actual efforts
• Real time workforce costs update (estimated and
actual)
Management/Projects/*/Team
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Management/Projects/*/Budget
Main message
• Project budget summary information
• Plan and control all the budget elements
Main elements
• Columns
• Top down budget
• Bottom-up (Estimated)
• Actual values
• Rows• Workforce If: work with hours
• Revenues If: external projects
• Purchases
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Management/Projects/*/Purchases
Main message
• Detailed Project purchases & Budget information
Main elements
• Purchases are grouped in budget accounts
• Manage purchases
• Dates (Due date, actual status date)
• Amounts (estimated and actual)
• Status (customizable)
• Providers
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Management/Projects/*/Revenue
Main message
• For internal or external project invoicing
Main elements
• Manage purchases
• Dates (Due date, actual status date)
• Amounts (estimated and actual)
• Status (customizable)
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Management/Projects/*/Tasks
Main message
• Detailed task control
Main elements
• Control delayed tasks and time gaps
(planned progress vs actual progress)
• Estimated and actual efforts
• Overallocation
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Management/Projects/*/Follow-up
Main message
• Control project progress and deviations
Main elements
• Create manual project follow ups
• %completed vs % expected today
• Graph
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Management/Projects/*/Follow-up/Earned value
Main message
• Estimate future project overruns and delays
Main elements
• Earned Value metrics and S-curve
• Detailed explanation of scenarios
Avoid details!
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Management/Projects/*/Documents
Main message
• Unlimited storage
• Easy to search, upload, download
Main elements
• Project documents related to
• Tasks
• Risks
• Purchases
• General project
• Compatible with other online solutions (Dropbox, Google
Drive)
• Customizable user access
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Management/Projects/*/Dashboards
Main message
• Control KPIs
Main elements
• Real time graphic analysis of the project
• Control KPIs
• Best practices and real client experience
Don’t explain each graph! Show one or two (i. e. costs & revenue)
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Management/Main Dashboards
Main message
• Portfolio KPIs
Main elements
• Real-time graphs
• Portfolio KPIs
• Control KPIs
Don’t explain each graph! Show one or two (i. e. workforce)
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Resource planning
Main message
• Portfolio view of resource planning
Main elements
• Resource management optimization (demand,
allocation)
• Gaps and conflict resolution
• Control users/resources availability and
overallocation
• Control users/resources performance
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Clients
Main message
• Link projects & services with clients
Main elements
• Main client information
• Project information by client
• Revenue by client and project
• Client profitability and financial analysis
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Programs/Growth projects
Main message
• Programs = groups of related projects
• Benefits:
• manage related projects as a single entity
• Project prioritization according to business goals
Main elements
• Components = projects/services within the program
• Business goals:
• Related to a business plan
• Justify project grouping
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Programs/Growth projects/Strategic Alignment
Main message
• Project prioritization and evaluation
• Know which are the best project to accomplish our business goals
Main elements
• Scenarios
• Business goals prioritization
• Component prioritization:
• relate each project with each business goal
• determine how much does the project accomplish each business goal
choose only one scenario
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Programs/Growth projects/Strategic Alignment
Main message
• Tool to select the most efficient set of projects
Main elements
• Efficient frontier
• Answer and explain this question:
“Is the actual selection the most efficient in terms of costs and
accomplishing business goals?”
• Projects selected show different examples
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Management/Portfolio/General
Main message
• Analytic overview of all projects
Main elements
• All project KPIs
• Export portfolio reports to excel
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Management/Portfolio/Financial Analysis
Main message
• Each project budget summary information
• Portfolio budget information
Main elements
• Economical information
• By project + aggregated
Revenue
• Planned and actual values
• Revenue, costs and margin
• % completed
Costs
• Worforce costs
• Purchase costs
• Total costs
• % completed
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Management/Portfolio/Schedule
Main message
• General vision of all project durations
• Graphic project completion
Main elements
• Portfolio “Gantt chart”
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Management/Portfolio/Follow up
Main message
• Control portfolio % completed
Main elements
• Follow-up of each project
• Special follow-up events
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ITM Platform Teambot (Slack app)
English• Demo URL:
https://demo.itmplatform.com/GlobalCorp360EnSlack?Id=1455
• Slack URL: https://globalcorp360en.slack.com/• Slack username: [email protected]• Slack password: Itm2016#
Spanish• Demo URL:
https://demo.itmplatform.com/GlobalCorp360EsSlack?Id=1455
• Slack URL: https://globalcorp360es.slack.com/• Slack username: [email protected]• Slack password: Itm2016#
Portuguese:• Demo URL:
https://demo.itmplatform.com/GlobalCorp360brSlack?Id=1455
• Slack URL: https://globalcorp360br.slack.com/• Slack username: [email protected]• Slack password: Itm2016#
Main message
• Slack is the fastest growing B2B company in history
• Integrated with ITM Platform
• For team member features
• User friendly (APP)
Main elements (features)
• Recall project and tasks
• Report hours
• Task follow-ups
• Comments
• Help: https://helpcenter.itmplatform.com/hc/en-us/articles/213514709-
How-to-use-ITM-Platform-Teambot
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API
Main message
• Integrate ITM Platform with your enterprise
software (ERP, CRM…)
• Public API
Main elements
• http://developers.itmplatform.com/
• Synchronize all your data in different solutions
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• Support services:
• Continuous support is included with the subscription
• Two training sessions for all kinds of users
• Support to company administrators with initial settings
• Ask the number of licenses needed and send a proposal
• Scalability on the license number and type
• Scalability on the contracted time (discounts)
• Explain different licenses and their access to the features
• You might want to open the demo environment and show the different user views of various licenses.
• Next steps: try to agree on what to do next
Ending main points
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In absence of agreementRight afterwards: e-mail
• Send recorded demo
• Send proposal based on their expressed need
After-demo actions
• After 4 days: Follow-up e-mail
• After 5 days:
• Call (if no answer to the follow up mail)
• Solve doubts
• Activate the decision making process
• Follow-up to the proposal sent