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Thursday, June 8, 2023

Which of the following is true about developing a reporting playbook for your client?

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  • Your firm’s project manager should not be involved here. Only the IT lead or technology specialist should dictate what metrics matter the most.
  • Only your firm’s sales enablement specialist should call the plays in terms of determining the metrics to focus on, given their depth of technical knowledge.
  • Your firm’s project manager should collaborate with some or all members of the implementation team and the client’s project leaders to determine what metrics to focus on.
  • Your firm’s support specialist should be in charge of firing the project manager if they make a wrong decision.

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