How to Simplify the Complexity of Projects

We are overwhelmed from the complexity and volume of information every day. Much of it comes from the ease of team members and customers having the convenience of being able to email and text us. In your given day, think about how much you read in your inbox. Pages and pages of content that hasContinue reading “How to Simplify the Complexity of Projects”

How To Manage Projects

You have the whole world at your fingertips, and if you want, you can get people to help you get work done, build systems and grow your business. The challenge is to be clear and manage projects with the desired outcomes articulated and identified. It can sound obvious, but there are plenty of stories ofContinue reading “How To Manage Projects”

Managing Projects with Speed and Clarity

It is truly dizzying to work in the connected economy. Information is swirling and so easy to create, distribute and push around. Most people did not go to classes on how to do project work or collaborate like a master. No, the world simply moves and we self-select in our roles, standards and work. IfContinue reading “Managing Projects with Speed and Clarity”

Shopping the Talent Store

These remarkable times truly do afford anyone with an idea the opportunity to build something quickly and cheaply. The connected economy makes it easy to put together a site, market, drive sales, fulfill promises and ship products and services. The missing ingredient for success is less about the resources and tools available and much moreContinue reading “Shopping the Talent Store”

Building the Boring Business

I enjoy drama, action and suspense when I watch a movie to relax and let my mind and emotions wander. However, I don’t find heroics and craziness entertaining or useful in business. In fact, my goal with entrepreneurs and business owners is to build a boring business based on systems, processes and execution that produces consistentContinue reading “Building the Boring Business”

One Problem Two Solutions

If you are a business owner or manager, you have the ongoing challenge of solving daily problems with your team. Inevitably, people will bring problems to you. And how you handle those requests becomes a signal to the people on your team of what to expect. What you communicate will be one of two items: IContinue reading “One Problem Two Solutions”

Salesforce Customer Portals

With Salesforce.com, your team is managing information about your customers securely.  You collaborate on the information internally to facilitate sales, marketing and service to your customer base.  The information has great value, yet it relies heavily on you and your team to capture and input details about customer interactions. Salesforce.com can be extended to beContinue reading “Salesforce Customer Portals”

Communicate When You Can’t Deliver

We live in an imperfect world where problems are always abundant.  Things just don’t work out the way we envision.  There are always obstacles.  Software breaks.  People disappoint.  Systems fail. I can accept the mishaps common in project work.  There are a lot of things that cannot be controlled, especially working with people and systems.Continue reading “Communicate When You Can’t Deliver”

3 Salesforce Project Management And Collaboration Tips

It is not uncommon for organizations to customize Salesforce.com for managing projects with their respective customers.  It seems these days that this is an increasingly frequent use case beyond the traditional requirements of using Salesforce for the sales process.  The ability to mold Salesforce.com to your business processes makes it attractive for enabling how yourContinue reading “3 Salesforce Project Management And Collaboration Tips”

Salesforce Project Management Customization

Customizing Salesforce.com for project management allows you to extend your system to manage how you deliver your service and create a customer experience.  Marketing agencies requiring project management and service-based companies that require activity tracking and accountability can have specific requirements which differ from one company to the next.  Here are some customization approaches weContinue reading “Salesforce Project Management Customization”