Developing a Custom Tab to Improve Data Sharing and Reporting … · 2016. 11. 2. · – Walk...
Transcript of Developing a Custom Tab to Improve Data Sharing and Reporting … · 2016. 11. 2. · – Walk...
Developing a Custom Tab
to Improve Data Sharing
and Reporting
Mark Crisafulli, Senior Database Coordinator
Kristina Scutt, Director of CRM Training
Hill International
About Hill International
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About Hill International
8th largest U.S. Construction Management firm as
ranked by Engineering News-Record (ENR) magazine
Largest Construction Claims group in the world
based on number of consultants
4,500 employees in 100 offices worldwide
Role of the CRM Team
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Role of the CRM Team
CRM service department to our employees
Data Quality and Control
Project Updates
Bio Updates
Search and Maintenance Requests
CRM Training
What is a Hill “Bio”?
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What is a Hill “Bio”?
Key tool used to promote our employee’s expertise
to our potential clients
Prepared for use in Hill Proposals
Developed according to Hill’s branding, standards,
and styles
Highlights employee’s Hill project experience and
previous employer experience
Imperative that each Bio stays accurate and up-to-
date with project information
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Previous Bio Writing Process
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Previous Bio Writing Process
Employee Hired
Employee’s resume sent from HR to one Data Manager in Marketing
(Delay)
Data Manager logs employee onto
spreadsheet saved on local desktop
Data Manager e-mails Employee’s resume to
Technical Writer
Technical Writer writes Bio, notes missing info to request from Employee,
and sends this info to Data Manager
Data Manager reaches out to employee to get
requested info
Upon receipt of requested information, Data Manager sends to
Technical Writer
Technical Writer completes Bio (Until
future project updates are necessary) and notifies
Data Manager
Problems and Challenges with the Bio Process
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Problems and Challenges with the Bio Process
Single Data Manager, information bottlenecked
Spreadsheet used to track Bio completion status saved on local desktop
Delay in receiving Employee resume from HR after hire (2-3 months)
Multiple departments manually communicating through e-mail to check status
of Bio completion
– Marketing, Proposals, Human Resources
Need for Implementation of Custom Tab in CRM to Track Bios
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Need for Implementation of Custom Tab in CRM to Track Bios
Fast paced proposal environment
“Bio Management” tab in Employees Info Center
Centralized shared area for bio data in CRM
Real time data and visibility for all users at any time
Reduce bottlenecking
Quick reporting
Implementation
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Implementation – What’s the Plan?
New Hire Data is entered
Initial Draft
Creation
Final Draft/ Completion
Column Field Changes
• Overall Status
• Auto Populating Dates
Email Alerts
• Initiate Next Steps
(Final Draft, Quality Control, Closeout)
• Communication to Technical Writers
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Implementation
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Implementation- Configuring Workflows
Automatic Dates
• Checkbox Fields auto populate with a
date when the field is checked
• Allows for detailed reporting
• Saves time
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Implementation- Configuring Workflows
• Email Alerts
• Emails sent to a designated user when
action is required
• When Applicant Resume Received is
checked, an e-mail is sent
• Reduces the manual step of drafting
an email to communicate
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Implementation- Configuring Workflows
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Implementation- Configuring Workflows
• Email Alerts
• An email is sent to the name in the
Technical Writer Field (Employee Lookup)
when they have been associated to the
employee record
• A second email is sent to the
technical writer when it is assigned
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Implementation- Configuring Workflows
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Implementation – Documenting Progress
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Implementation – Training Users
WebEx training sessions
Help question marks throughout tab
Weekly Bio Team process meetings
Set of process guidelines created
Implementation - Summary
Review entire process to identify issues and goals
Create the initial process document
– Keep one source of truth for reference
– Walk through the steps, scenarios and samples
Set workflows, test workflows
Weekly meeting to discuss process
– Theoretical process vs actual process
– Training for the users
Set a date
Analyzing (3-month review)
– Is this working how we expected?
– Is the Data useful?
– Are our goals being met?
Results
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Results
Positive feedback from users
– Improved productivity
– Reduction of manual e-mail communication
– Workload is more clear
Improved data sharing and reporting
– Better visibility for users and departments
– Advanced search functionality
– CRM dashboard reporting for writers
– KPI reporting
Please submit a survey for this session via the
mobile app.
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Learn More
Get plugged in
• Join a user group (regional, virtual)
• Interact in Kona – Client Advisory Council
(CAC) and more! ([email protected])
• Join the MVP program
Visit the Vision CRM kiosk in the Expo Hall
Follow the Vision Blog @ http://bit.ly/Vision_Blog
Attend a live VPM, CRM, Resource Planning,
demo or sign up for an upcoming webinar at
Deltek.com
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Contact Information
Mark Crisafulli
1.215.309.7723
Kristina Scutt
[email protected] 1.215.309.7989