Benefits

Personalized guidance to streamline your development initiative.

This program is ideal for you if:

you have your existing templates and documents or are migrating from a different software product
you do not have templates or practices but would like to get help customizing your current templates to your needs
you would like to have customized infographics to match to your branding standards
you would like to develop special internal or external workflows or specific report items

Custom Report Development Process

The Guided Implementation is an add-on to the Client Meeting Report Software - Quickstarter Pack with 1-1 sessions and additional template customization or migration on the back end.

1-1 sessions - 4 hours:

Review and Planning of QBR Templates
Review and Planning of IT Infrastructure Audit Scoring and Projects
Migrated / Customized Templates First Review
Final Review Session

Development work based on a statement of work - 6 hours:

Migration - data clean / port of existing templates
Customization - report development based on your need
Branding - Applying infographics, pictures for branding
Additional development - calculators, workflows etc.

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