time & labor management best practices

12
Time and Labor Management Implementation Best Practices

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Our TLM expert presented the latest features of the TLM module and how to effectively plan, build and deploy its functionality. 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!