5 Key Principles To Apply to Your Team & Your Clients

This week, I would like to share five key points that I read online in an article about change management principles. The principles discussed in the article connected in my mind to the same principles that my team always keeps in mind when we are working together and working with a client:

1. At all times involve and consider the support from people within the system (system = environment, processes, culture, relationships, behaviors, etc., whether personal or organizational).

Communication and supporting each other is a key component of our company culture and in the workplace. Whether it is working on a new update on the software, collaborating on new concepts, or communicating on the deadline of a release. Workplace communication is very important to increase productivity and operate effectively. Just as important though, is supporting each other. When you work in a high-stress, deadline driven environment, being able to trust your co-workers increases morale, commitment, workplace relationships, and time management.

We apply this same mentality to our clients; the line of communication is always open for our clients. Their needs are of the utmost importance to us and we always want our clients to feel that they can trust us to support them and their software needs. We begin this process from the very beginning, by truly listening to the needs of our clients. We want to understand what it is that they are looking for, what have they struggled with, what is positively working for them, and what they ultimately desire. Laying this foundation is key to building a relationship and providing the best customer experience.

2. Understand where you/the organization is at the moment.

As a company, understanding where we are and where our product is currently in the development period, is vital. Everyone within the company needs to know where we are and where we are going. Having the mentality of continuously improving and continuously driving our software to be the best that it can be is always present within the company.

This is applicable to our clients as well. To be able to provide the best customer service and product to our clients, we need to know where their organization currently stands and where they are wanting to go, so our software can be a source of assistance in reaching their goals.

3. Understand where you want to be, when, why, and what the measures will be for getting there.

As stated above, our company is completely goal driven in advancing the PERFEQTA software. We are constantly amazed at the abilities that PERFEQTA offers our clients, but we are even more inspired by the possibility of what PERFEQTA can become. Having each team member aware of what the future of PERFEQTA looks like, what expectations to which we hold the software, and the why to everything allows for everyone to be on the same page.

Each client provides new ideas and concepts that shape our products and it is exciting to see how each client essentially leaves a footprint on the software. Part of providing the best customer service to our clients is asking each customer: how can PERFEQTA help you reach your goals, how can PERFEQTA help you continuously improve, what demands does your company have and how can PERFEQTA help you get better? Each client is unique, their needs are unique, and they need a unique software to assist in achieving their goals.

4. Plan development toward your goals in appropriate achievable measurable stages.

It is recognized that the only way to successfully achieve your goals is to set measurable objectives with the focus that in the end you will reach your overarching goal. As a company, we understand that to create the outcome that we want to achieve we need to set achievable goals that will continue to motivate and excite us. We recognize that to build an incredible software that will provide our clients the service that they need, we need to invest time and resources to improve and grow our platform.

5. Communicate, involve, enable and facilitate involvement from people, as early and openly and as fully as is possible.

Facilitating conversation occurs at both ends of the spectrum for our company and our clients. We encourage our clients to have everyone involved in the process of converging, implementing, and building of the modules. As I have mentioned before, PERFEQTA is built by and for the end user. Thus, we 100% support and encourage our clients to have everyone engaged during the process. Our clients will receive the same treatment from us. Whether they need to have a conversation with me, need a question answered by our Director or Client Engagement, or need assistance from technical support, we provide our clients with the most open form of communication. Our company is involved in the process from the point of sharing a demo, answering questions during on-site training, making sure that implementation is fully occurring, and continuing support with technical needs. PERFEQTA is here for you!

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