We are currently only a week away from our Accreditation being available! We’ve had an overwhelming number of enquiries and enthusiastic users, and we’re loving that feedback, please keep it coming! We’ve also had quite a few questions, which is understandable, so here are the most common questions we’ve gotten, and their answers: What are […]
CM’s new Entity ID search If you’ve logged into Consultation Manager recently, you may have noticed an extra column with numbers pop up in your Search grid, as well as in some other areas around the system. These may just look like random numbers, but trust me, you’re going to grow to love them as […]
CM’s Microsoft Add-in Especially around the End of Financial Year we all experience the problem of not having enough hours in the day to get through the ever-growing to-do pile. Last month we looked at our clone function as a time saving option, but this month we’re going to take a walk through our Microsoft […]
Duplicate Entries Last month we had a look at how to merge any duplicate entries of Stakeholders and Properties in the system. But unless you’ve found one while entering data, how do you know what duplicate entries are in the system? There are a couple of options available to find any duplicate entries, all of […]
We actually have two ISO accreditations – 27001:2013 for Information Systems Management, and 9001:2015 for Quality Management. Recently, I had the invaluable opportunity to attend a 4-day training course to learn about ISO accreditations and their importance to an organisation. Not only did the training teach me to understand existing accreditations, but it also helped me critically evaluate our existing management system […]
In the Customer Success team, we’re obviously quite well versed in Consultation Manager and its features. But we’ve found in our conversations with you, our clients, there are a couple of handy features you might not know about or would like some extra information on. So, we’ve decided to start a series where we’ll be exploring a different feature […]
Consistent messaging and data transparency may sound like a lot of work in theory, but really it’s down to client profiling and data transparency. If you have a meeting with a client, the main conversation should be recorded. You don’t need to go overboard and record every single sentence. After all, we are trying to […]
A well-developed stakeholder communications plan is essential for building positive stakeholder relationships. However, this leads to the question, what is an effective engagement strategy? The key is to find a balance and ensure the right tactics suit the appropriate stakeholders. If you get the process right, then your stakeholders will champion your project. They will help your project […]
Have you ever gone on an adventure to a place you’ve never been to before? Maybe the destination was a foreign land, or perhaps you went camping for the first time. How did you feel entering unknown territory? Were you excited and full of enthusiasm to begin your day? Or were you scared, even a little anxious of the […]
Our job in Support is to make sure your Customer experience using Consultation Manager is easy for you, our clients. Whether it’s helping you directly or making it easy for you to locate the resources to find the knowledge yourself. While we’ve always had these options available, our new CM support portal aims at making […]