What to do if your account management workflow needs streamlining with collaboration tools?
Reading time: 4 min.
1. Define your workflow

1.1 Please remember: goals first, then processes, then tools. Don't create processes for the sake of processes. Don't tailor your process to the tools.

1.2 Follow Occam's Razor principle when designing your workflow: Entities must not be multiplied beyond necessity; focus on the key elements to achieve your goals, and don't complicate the design unless absolutely necessary.

2. Choose your tools

2.1 When choosing a tool, adhere to the principle of minimalism. Start with the minimum required set of functions; from the very first steps, do not create conditions for chaos.

2.2 Please be careful about your budget. When choosing and purchasing tools, remember that the cost consists not only of the acquisition cost, but also the cost of implementation and maintenance.

3. Use your tools effectively

3.1 Please remember: it does not matter which tool is chosen if it is not implemented and used correctly.

3.1 Pay special attention to the implementation phase. Explain to the team why this tool is important to achieve the team's goals, what pain points it addresses, what needs it satisfies. Develop training materials for team members, organize training sessions, provide support.

3.3 During and after implementation, monitor the first positive changes, provide positive reinforcement, thank and reward for correct use.

Key points

1. Collaboration tools by themselves do not solve workflow problems - they require proper implementation and use.

2. When choosing collaboration tools, keep features to a minimum and avoid duplication; if really necessary, you can always add new functions. Please do not create conditions for chaos from the very first steps.

3. Be attentive to your budget; the cost of tools is not only the cost of acquisition, but also the cost of implementation and maintenance.

Good luck!
Methodologist of Guidbase
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