time & labor management best practices

12
Time and Labor Management Implementation Best Practices

Upload: infinity-software-solutions

Post on 17-Jun-2015

105 views

Category:

Software


1 download

DESCRIPTION

Design considerations to real project lessons learned. Our TLM expert presented the latest features of the TLM module and how to effectively plan, build and deploy its functionality at the Infinity Software 2014 User Group Conference on September 3, 2014. Time collection can be complex and cumbersome; learn how to apply best practices to your TLM implementation.

TRANSCRIPT

Page 1: Time & Labor Management Best Practices

Time and Labor Management Implementation Best Practices

Page 2: Time & Labor Management Best Practices

Ren AllsupTime and Labor Management Product Consultant

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

Page 3: Time & Labor Management Best Practices

• Assessing the Needs of the Group

• Offering the Right Options

• Partnering to Promote Understanding

• Testing!

• QA session

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

Page 4: Time & Labor Management Best Practices

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

• 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

Page 5: Time & Labor Management Best Practices

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

• Basic vs Advanced TLM

• Appropriate Hardware Configurations

• Avoiding Awkward Work-a-rounds

Page 6: Time & Labor Management Best Practices

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

Page 7: Time & Labor Management Best Practices

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

Hardware Considerations

• Connection speeds will impact experience

• Work conditions are relevant to entry method selection

• Additional devices as back-up/enrollment

Page 8: Time & Labor Management Best Practices

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

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

Page 9: Time & Labor Management Best Practices

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

• 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

Page 10: Time & Labor Management Best Practices

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

• Set a clear test plan for the end users

• Check regularly with the group regarding test progress

• Gain agreement on readiness to go live

Page 11: Time & Labor Management Best Practices

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

Questions?

Page 12: Time & Labor Management Best Practices

ProductConsultantIntroduction

Overview Assessing Options Partner Test QA

Thank You!