What’s the importance of the User Interface in a PSA software? Recently a prospective customer who experienced visual challenges asked us how to adapt the Klient interface for accessibility. We happily walked them through a demo of how to do it.
Yanick Abraham
What I do… I thrive on helping companies grow their business. I’m at my best when I connect with the executives, the management team and the employees to understand their business, their pains and their vision so I can guide them in this Cloud age.
I enjoy sharing industry best practices, optimizing processes, planning technology roadmaps and structuring a business for growth. I feel successful when my customer reach their business objectives.
In the past few years, I’ve had the opportunity to work with more than 400 companies which gave me great business insights, industry knowledge and technical expertise that I apply with my customers.
When conducting efficient business process management, I don’t lose myself in methodology details, I prefer being straight to the point, agile, adaptive and achieve results efficiently.
Technology evolves rapidly and it’s tough to keep on top, but I do. That’s why you can rely on me to find the best solutions for your business!
I’m a highly effective solution architect, a business process specialist, a coach and a technology enthusiast who helps companies grow their business.
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Always lead with your “why”
Do you communicate your ideas with colleagues? If not… you should. Let’s say you’re describing a new feature to your dev team. You specify a button should appear on the top right of the interface.
Why? Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll time?
Use EOS to run your business
Have you heard of the EOS model – or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses.
Create Checklists to Manage Fewer Tasks
Does your dashboard look like a messy set of tasks? Maybe it’s time to consider using Checklists instead! Checklists are an easy way to regroup to-do lists inside a single task. For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such as Send questionnaire, Book onboarding call, Send documentation link, etc…
Leverage Salesforce LWC to take control of your workflow!
Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager… not so much. Here’s what we’ve done to help our team:
The power of an email recap
Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful tool!
Have you scheduled your next meeting?
Always book your next meeting…. before you end your call, book the next one.
There’s many benefits to this:
• You’ll be able to plan throughly beforehand.
• You can structure the agenda, so that both sides will be prepared.
• You can easily handle action items for the following week.
Mainspring has graduated from Klient University!
Congratulations to the Mainspring team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Quantilope has graduated from Klient University!
Congratulations to the Quantilope team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
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