Maximize Organizational Efficiencies – By Role

In this MasterClass webinar, we share tips that will help maximize your organizational efficiencies, including hand-offs between operations. This webinar was recorded on July 13th , 2022.

Agenda:

1. Sales
   • Key Sales Opportunity-related attributes…
2. Project
   • Document Billing Method in sales proposal
   • Project Template practical applications | evaluate invoice pattern(s)
   • Hand off to Service
3. Purchasing
   • Plan Key Dates (item level)
     • PO Release Date & Request Date | PM set/update early
     • ETA | Purchaser regularly updates; PM regularly monitors
   • Consolidate PO
4. Warehouse
   • Physical Structure | Locked Cages
   • Segregate SLA inventory
   • Manage Tech / Van Inventory
   • Manage/monitor consumables vs “inventory”
   • Apply wire management best practice
   • Annual inventory count vs cycle count
5. Service
   • Setup Warranty vs Service Level agreement “SLA” type contract
   • Product / System Sensitive Data | Secure Access Info feature
   • Defined Roles & Expectations
   • Email Automation
   • Preventative Maintenance | Recurring Call (Dispatch)
6. Q & A
7. Wrap Up

What Q360 users are saying about this webinar

“Thanks for doing these webinars. They are always great and informative, and this one was no different. This webinar contained gold nuggets for several different departments in our company!”
– Cathy, Q360 Administrator – 2022/07/13

“Excellent Summary and reminder of best practices. I am going to have my management team sit through the video. Thanks again for being a great partner!”
– Orin, President & CEO – 2022/07/13