Quick Evaluation Questionnaire

We're ready to provide you as much useful information as possible in 30 minutes.
The more background you provide, the more effective the conversation will be.
It's up to you.

Answer as many questions as you want, then click "Submit." We'll respond the same day.

Your Situation

1) List problems you want to solve (processes you want to improve).

2) What are your pain points? (Check all that apply.)

Finding Documents.

Finding the right document versions / effective version control.

Meetings: Too many / they need to be more efficient to reduce wasted time.

Knowing exact deliverables and milestones, and knowing when they change.

Finding status of other team members' tasks.

Getting the correct, updated information to whomever needs it when they need it.

Getting timely information from other parts of the company so team members can keep working.

Communicating effectively among a team.

Communicating effectively with remote team members.

Communicating effectively with management.

Too much revision late in the project.

Dueling calendars.

Difficulty using the company intranet.

Knowing who has information you need / calling around to get it.

Knowing how best to contact each team member.

Making data available to management so meetings can address issues, not just status-reporting.


3) Do you believe re-tooling the work processes would help?   Select No Yes

4) Where are the inefficiencies in your work processes?

5) Do you want to improve the tools you have find new software tools or both?

Your teams

6) Describe the groups/teams that need collaboration tools.

7) What meetings take place regularly?

8) How many teams?   How many people total on teams?

9) How many levels up the organization for all to be under one manager? What departments/divisions?

10) What do the teams do? Describe the work processes.
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11) How many members are in one location?

12) How many members are remote? (include customers.)

13) To whom do they deliver their finished work?

14) What is the form of their deliverables?

15) Describe computer skills on the team(s). Select Most are quite technical Few are skilled beyond the basics Many are skilled beyond the basics

16) Describe their work processes: (Who does what; who creates A so others can do B, ...etc.)

17) How do your teams communicate project status to senior managers? Select By email when queried. By phone when queried. We generate a periodic (weekly, monthly, ...) report and email it to whoever we think needs it. We generate a periodic report and place it in a project-specific location on our intranet Other

18) Which of the tools below do your teams use the most, which moderately, which very little?