In this episode of the Professional Services Pursuit, Banoo is joined by Meredith Brake, VP and Head of Service Ops and Enablement at Altus Group, to kick off a new series simplifying the complex process of purchasing technology or software solutions. This series breaks down each step, making it easier to navigate. Meredith shares actionable insights on evaluating workflows, addressing pain points, and setting clear goals for implementing new software solutions. The discussion highlights the selection and implementation of a platform, offering best practices for success.
Core topics covered:
- Defining business requirements: Separating must-haves from nice-to-haves
- Implementation best practices and successful change management
- Using data to improve decision-making and track engagement margins
- Strategies for effective training and ongoing support
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