A practical product walkthrough
Tell us how your organisation currently manages projects and where information becomes difficult to control. The demonstration will focus on the SitePilot workflows relevant to your team.
Explain the project types you deliver, the people involved and the tools currently used for sales, site reporting, procurement and finance. This helps keep the walkthrough relevant.
A useful demonstration should show how information moves between teams. Ask to follow a realistic journey from enquiry and agreement through project, site, material and payment activity.
Use the session to identify the first modules, required data, user roles and training approach. A phased rollout is often easier to adopt than changing every process at once.
Include the business owner or sponsor and representatives from the teams whose workflows you want to improve.
Yes. Mention your priority areas when requesting the session so the walkthrough can focus on relevant workflows.
A list of current tools, active project types, team roles and major reporting problems will make the discussion more useful.
Discuss your projects, users and operating process with the SitePilot team.
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