Transcript Slide 1

Time and Labor Management
Implementation Best Practices
Product
Consultant
Overview
Assessing
Options
Partner
Test
QA
Introduction
Ren Allsup
Time and Labor Management Product Consultant
Product
Consultant
Overview
Assessing
Options
Introduction
• Assessing the Needs of the Group
• Offering the Right Options
• Partnering to Promote Understanding
• Testing!
• QA session
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Introduction
• Short and Simple Questionnaire
• A short questionnaire is more likely to
be filled out and can lead to more
productive scoping
• Scoping Calls
• Scheduling a call to review the group’s
needs is often the best way to ensure
proper expectations are set
• Identify Potential Obstacles
• Isolating features or configurations
that are not available will save you
and the client future frustration
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• Basic vs Advanced TLM
• Appropriate Hardware Configurations
• Avoiding Awkward Work-a-rounds
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Hardware Considerations
• Connection speeds will impact experience
• Work conditions are relevant to entry method selection
• Additional devices as back-up/enrollment
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Work-a-rounds
• If suggested at all, make sure it is tested and meets the need
• Sometimes better to advise when functionality is not present and determine the
severity of the need
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• Involve the client in all stages of TLM
configuration
• Training calls are a great way to begin
building out settings with the client
• Resist completing configurations yourself
• Work together to establish timelines
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• Set a clear test plan for the end users
• Check regularly with the group regarding test
progress
• Gain agreement on readiness to go live
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Questions?
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Thank You!
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