How to evaluate process
Is this software , tool or spreadsheet helping your organization and is the benefit it bring worth the cost?
Time is money
How much time is each team memeber spending updating the tool each week
Are the team members updating the tool the most stretched in the organization ization : over resourced
Ie are they the right people
Are the people updating the tool also finding value from the tool
This one is tough . Often your updating and creating reports to provide value to more senior memebers of the organziatikn
Often it’s senior members that don’t have any or little exposure to the cfo for example
A solution is bringing those people to the table and including them sometimes or on a rotating basis in those conversations
It’s key to remember that for most companies that serve clients you want your team memebers creative account and project or product manangment serving client needs and executing work that is billable and constructed to the bottom line.
Administrative tasks that are added to or augment workloads should be considered carefully as they will cut into the time members have to focus on client work