It can be stressful launching a new system, migrating over previous data, or even managing an existing system. I help clients along every implementation touchpoint to ensure the project is set up for success!
Identifying the business needs: Understanding the current processes, workflows, and pain points to determine what system or software will work best for the company's needs.
Researching available solutions: Analyzing different available systems and software options to determine which one would be most appropriate for the company's needs.
Selecting and customizing a system: After selecting the appropriate system, customizing it to meet the specific requirements of the company.
Planning and implementing the new system: Developing a roadmap or plan to transition from the old system to the new one. This can include training and change management.
Testing and quality assurance: Ensuring that the system is fully functional and bug-free before it is deployed.
Ongoing support and maintenance: Providing ongoing support to the company's employees and ensuring that the system is updated and maintained regularly.
Here is a list of systems I have expertise in:
- AirTable
- Asana
- Close.io
- Greenhouse
- Hubspot
- Namely
- Slack
- Zapier
- Zendesk