Small Business CEO

OCTOBER 11, 2011

What do you review during due diligence? You probably look at financials, customer lists, markets and existing executives. You may even review operations, eyeing potential efficiencies, such as those gained by integrating departments like HR, accounting and IT. But how often do you review the technology area itself?

PDF 40

PDF Legal Customer Service Budget 40

Small Business CEO

DECEMBER 15, 2009

Some examples: Customer service calls need to record details about the call and any follow up. If the call is not complete, the “queue&# of open calls needs to be reviewed and worked. Normally, customer service reps have several applications they need to switch between. Better documentation.

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Expenses Equipment Payroll Customer Service 40

Small Business CEO

MAY 5, 2010

New requests get faxed then emailed to customer service which then inputs the information into the appropriate system, whether that be policy changes into policy administration, benefits questions into follow up logs or new claims into the claims system. Review daily indicators to catch financial and operational issues early.

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Fax Payroll PDF Negotiating 40

Small Business CEO

JULY 6, 2011

Horrendous customer service created productivity issues. Review statistics monthly. Her company, OPT Solutions , provides IT Evaluations, Software Selections and Retained CIO services to enable growth, reduce costs and increase productivity. Ignore the management of IT at your own risk.

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Purchasing PDF Negotiating Equipment 40