Consulting Firms

Overview

Consultants Increase Productivity, Serve More Clients

Consulting firms worldwide are using WebEx WebOffice to increase productivity and serve more clients. IT, management, and marketing consultants all use WebOffice to meet the specific needs of their fields. Here are just a few sample case studies and a compilation of best practices using WebEx WebOffice.

Best Practices

Client Extranet
Set up online extranets for working with clients or partners.
Project Management
Manage project teams that cross multiple departments.
Customer Relationship Management
Track customers and sales leads.
Client Profiles
Post client profiles for easy access from anywhere.
Online Client Organization Charts
Post clients' most current organization charts online.
Online Product/Process Profiles
Post clients' technical specs for reference during onsite visits.
Post Software Updates
Post software product updates and patches for clients.
Warranty Information & User Manuals
Post warranty information and user manuals for easy access.
Online Calendar and Group Scheduling
Share calendars and schedule events companywide.
Sales Leads Database
Build a Database of sales leads from recent promotions.
Marketing Library
Create a library of company artwork and literature.
Customer Discussion Forums
Offer customers forums for reporting known problems.
Knowledge Base
Grant access to a knowledge base of FAQ's.
Online Intranet
Share information with entire groups or teams.
Training with WebEx Meetings
Train sales force, give demos and presentations.
Joint Venture Partners Extranet
Coordinate projects with outside partners.
Vendor Workspace
Provide suppliers with a workspace to post deliverables.
Log Timesheets for Client Billing
Track time spent working for each client.
Supplier Management
Examine current activities with suppliers.

Case Studies

CM IT Solutions, Austin, Texas

CM IT Solutions provides businesses with mission critical outsourced IT services. It resells WebEx WebOffice to small businesses to meet their ongoing needs for shared calendars, document exchange and storage, and contact management.

"We resell WebEx WebOffice to all sorts of different industries, and, we use it internally, so we have a firm grasp of all the advantages it offers."

- Georgia Jones, Founder.

(ISC)², Palm Harbor, Florida

(ISC)² - The International Information Systems Security Certification Consortium is the non-profit international leader in educating, qualifying and certifying information security professionals worldwide. (ISC)² uses WebEx WebOffice to share information with clients worldwide.

"If we had to develop our own company-wide intranet that offered all the functionality that WebEx WebOffice does, it would have been a significant personnel and financial resource drain."

- Wilfred Camilleri, Manager of Internet and Intranet Services.

Performance Branding Services, Torrance, California

Performance Branding Services provides a wide range of consulting services. It uses the WebEx WebOffice Database Manager for Customer Relationship Management.

"We track customer interactions with WebOffice and keep an activity log. This way, everyone on our sales team can always see the most updated information on a particular customer."

- Tania Bonchonsky, Administrative Associate.

Performance Validation, Indianapolis, Indiana

Performance Validation provides commissioning and validation services for the pharmaceutical and medical device industries. Performance Validation uses the WebOffice Document Manager to provide project folders for teams at various client locations.

"WebEx WebOffice provides us with so many benefits, such a range of functionality that we need, and it does this without taxing our limited resources for IT. That's why I appreciate WebEx WebOffice.”

- Dan Kaczka, Senior Validation Specialist.

Professional Growth Systems, Inc., Anchorage, Alaska

Professional Growth Systems, Inc. is a management consulting firm. It used WebEx WebOffice to coordinate the work of the Yukon Kuskokwim Heath Corporation (YKHC), the University of Alaska and TAMSCO, a technology firm based in Calverton, MD - in setting up the Alaska Medical Informatics Project.

"The Alaska Medical Informatics Project was such a large project that we needed to coordinate folks throughout Alaska, as well as people in the lower 48 states. WebEx WebOffice served us well.”

- D. Douglas Johnson, Vice President.

Prologic Technology Group, Tucson, Arizona

Prologic Technology Group provides hundreds of small businesses in Arizona with computer consulting services. The firm uses the WebEx WebOffice Database Manager for customer relationship management.

"We’ve built six great custom (CRM) databases with WebEx WebOffice for our own use, and the ease and speed of creating each of them has been remarkable.”

- Karl Wendt, Computer Systems Analyst.

Synergistic Systems, Baton Rouge, Louisiana

Synergistic Systems, Inc. is a consulting firm offering ISO 9001/QS 9000/TS 16949 Quality Management Systems facilitation services. It uses WebEx WebOffice to help clients achieve their quality management systems goals.

"We use WebEx WebOffice to set up Non-conformance and Corrective/Preventive Action databases for clients. We create a lot of records in these WebOffice databases and the systems never bog down."

- Gary Lane, President.

The M Squared Group, Minneapolis, Minnesota

The M Squared Group is a consulting firm providing data mining and database marketing. It uses WebEx WebOffice as an extranet for clients and as a central knowledge management tool.

"We are basically using WebEx WebOffice as the central repository for all the critical knowledge of the company. It's our operations center."

- Mark Price, Managing Partner.

Vector Space, Inc., New York, New York

Vector Space is a consulting firm that delivers decision support systems to private-and public-sector organizations. It uses WebEx WebOffice as a project planning, management and resource tool.

"WebEx WebOffice has allowed us to engage in a wide range of groupware services without the need for an expensive Microsoft Exchange or Lotus Notes infrastructure."

- Mark Albert, Vice President.

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