Complete Design & Build
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Using a Product Management framework, FlexSummit interviews key team members in leadership and management, then reviews existing software and processes to understand how things operate (or don’t) at your company. Once completed, you’ll be able to clearly visualize the disconnects, voids and redundancies hampering efficiency at your company. Emphasis will be placed on how these shortcomings impact your business’ ability to meet objectives.
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With the current state assessment as a springboard, FlexSummit maps a path to a better future. The core of this work involves “blue sky” sessions with staff and a top-to-bottom re-think of ideal user flow and data structure. FlexSummit will present a cost-effective solution that simplifies and unifies your toolset towards a “single source of truth” model. If supplemental software is recommended, its value as “glue” holding an ideal future state together will be demonstrated. Working with internal technology resources, FlexSummit will develop a roadmap and timeline for implementation, testing and training.
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With years of Project Management experience, FlexSummit will guide and implement the future state solution in collaboration with all relevant internal technology teams and key stakeholders.
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Presentation of objectives, findings and key takeaways
Workflow, tool, and/or data diagrams
Presentation of recommendations and proposed roadmap and timelines for implementation
Comparison of alternatives to proposed supplemental software
Detailed diagrams of data taxonomy, hierarchy and flow
Detailed diagrams of software relationships
Future state workflow diagram
UI/UX QA with users
Data QA and stress tests with technology teams
User training(s)
Live data observation and final tweaks
Cloud Collaboration Audit
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Optimize your cloud collaboration SaaS licensing, seat count, and utilization across departments and functions. Clients only pay if FlexSummit’s proposals actually save them money. This is a great solution for those companies that aren’t prepared to jump into a Design / Build engagement.
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Client’s divisions have five Airtable accounts in different service tiers all being paid monthly, two Zapier accounts (one grandfathered into an old plan and one at the pro level), and single instances of Jira, Monday.com, Notion, Trello, and Make. FlexSummit is able to identify how to best unify the Airtable accounts, replace the Make account with a single enterprise Zapier instance and recommend folding Monday.com and Trello functionality into the existing Notion account.
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Summary of findings from invoicing / software procurement documentation.
Summary of findings from user and stakeholder interviews.
Recommendations
Breakdown of likely short-term and long-term savings.
Targeted Design & Build
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Similar to ‘Complete Design & Build’ but targeted to a specific productivity or automation challenge. Typically, FlexSummit will employ all three phases but optimized for speed and scope.
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Presentation of objectives, findings and key takeaways
Presentation of recommendations and proposed roadmap and timelines for implementation
Comparison of alternatives to proposed supplemental software
UI/UX QA with users
User training(s)
Live data observation and final tweaks