Property
Type in the name of your organization and press Enter.
Power Automate
Automated Emails
Annual, Quarterly, Monthly or Seasonal Reminders/Emails/Notifications
Access Requests
The question that investors will ask is How will you turn your forecasts into reality?
Having identified your product or service, and the demand for it in the market, how will you reach that market?
Slow transition to Electronic form. Find app to track time
Created Forms for Building Access, Additional Access and Key Requests
Electronic form helps keep everyone using the same form. when an update is made we don't need to send out the new form
Also created flows for each form and have them going into one spreadsheet, with each form having it's own tab
What campaigns are you planning to publicize your product or service? Examples include:
- Press releases
- Special offers
- A promotional series of advertisements
- A launch event or open day
- A competition or prize draw
Sends email to person that completes form and Teams message to Front Desk/Mailroom Team, Access Badge Channel
Can create quickstep email for pdf Forms sent to Front Desk.
quickstep will forward to BuildingAccess@lssmn.org.
Includes link to Access Forms
List the ways that you can reach your market segments. Examples include:
- Retail locations, your own or others
- Direct sales representatives
- Online presence
- Email, SMS and telephone calling
- Newsletters and leaflets
- Social media and word of mouth
- Shows and exhibitions
- Press coverage and reviews
- Advertising in newspapers, radio, television or specialist publications
CRM
Investors will ask: how well do you know your customers and your market? Your business plan should show that you are targeting your market by well-defined segments and are focused on creating value for customers.
First we need to decide on the process for Adding/Uploading each record type. Then create a 'how-to' guide showing the steps involved
We should schedule monthly practice meetings, in person. each meeting will cover one record type and the last part will be for questions. each team member will bring two items to input/upload. Make it a potluck - Eat after the presentation
if possible create audit advance finds/dashboards to catch/track records with errors
We can track Keys in CRM
Let's take some time to test this
What is the process for budgets?
from adding budget item to uploading signed capital request form
How can we make this easier to upload to CRM?
How do you add a task? and can you assign it to someone?
Access Requests Kept in CRM?
I think Sheryl adds this to CRM
Add an organization that can compete with you, either now or in the future. Think about all alternatives that the customer may have, including doing nothing or addressing their problem in a completely different way.
Sheryl ?: What do you add to CRM for Access Requests?
Describe the competing product or service
- Do they compete with you now or will they compete with you in the future?
- What do they provide that competes with you?
- Does it directly compete, or offer an alternative way to solve the problem?
Document Filing
Document Sub-record
Needs a Sharepoint Folder
This might be something we already have?
What are the needs and interests of the customers in this segment? What do they value? How do they select their purchases?
Add a customer need.
Document Section on Main Property record
Who are your customers? Add a target customer segment. Groupings might include:
- ... by industry or trade
- ... by speciality or job role
- ... by region or locality
- ... by knowledge, concern, interest or need
- ... by demographic (e.g. age, gender, education, income)
Available to test in DEV
Audit Dashboards/Regularly Scheduled Audits
Create advance finds for any records where errors happen
What market position are you aiming at?
Think about:
- What segment you target
- How you compete
- Your 'brand values' - what you are known for
- Your visibility in the market
- How your competitors regard you
- How your positioning needs to change
Visio
Describe the vision and the opportunity that the plan is based on.
The investor's question you answer here is Where are you headed, and why?
Not necessary for me or Patty
How is Visio used?
Leases, Grants &
Contracts
Signing
Provide your investors with a clear picture of your business: how it is structured, who owns it, who runs it, and how it is doing so far?
Inter-Department PDF Signing possibility
Capital Request form
Patty created new fillable form to fix problems with old form
Can this form be converted to MF and Automated?
Is a "free" option. had Steven do a test. Patty and I also were able to do this. Ideal users should be 'computer savvy'
Add some information about your successes and achievements. Think about:
- Significant orders placed
- High profile customers you have won
- Innovative 'firsts'
- Case studies
- Awards, endorsements and recognition
- Accreditation, such as certification to ISO standards
- Patents and rights held
Problem with 'free' option is it auto-defaults to microsoft pdf instead of regular pdf. You have to go into adobe reader app, then the tools tab, upload file into adobe then you can sign and save it. Sheryl and Steve are capable of doing this.
Patty purchased Adobe sign but it only has 150 'signatures' a year. one sign = one document up to 100 pages with 10 signers
This could be used to sign Capital Request forms
When to use Alphatrust?
Property Leases, Vehicle Orders
Add some information about important partnerships. Think about:
- Organisations you have partnered with
- The strategic advantages of relationships
- What dependencies you have on other partners
- Participation in industry associations
- Independent professional advisors and coaches
When to use Grants and Contracts?
Work Orders
Your business plan is a commercially sensitive document and you may wish to add a confidentiality statement (or non-disclosure agreement) at the front of the document.
Type in or attach your statement of confidentiality
Sheryl - Are residential work orders handled by PSS Admins?
If we created a workflow for Metro work orders, would PSS be on board? can show an example of how Flow works
Can we Power Automate this?
use flow to create platform for maintenance staff's comments. Front desk can add comments to CRM
Use Power Automate for incoming WOs.
Use CRM Workflow for completion email
Can we use flow to send reply emails?
Possible but we would need to add an approval so the email doesn't go out before the work order is complete
Create flow for reply email
Would need "maintenance" Team
Less email clutter and auto-email responses
All Metro buildings have there own form? or all metro buildings on one form?
Is there a way to upload Work Orders?
From Spreadsheet or Form?
W/ Form: I believe Daniel H. did this with Senior Corp.
Connect with Mark Shryock on details?
