USE CASE CATALOG. Table of Contents CONSULTING. Convo for Management Consulting. Convo for Client Management. PUBLISHING: Table of Contents

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1 USE CASE CATALOG Table of Contents CONSULTING I Convo for Management Consulting Convo for Client Management 2 5 PUBLISHING: Table of Contents

2 CONSULTING Convo for Management Consulting EXECUTIVE SUMMARY In consulting, developing, sharing and managing your knowledge and expertise is essential to delivering on your promise. With the right knowledge management tool, your partners or practice area leaders can easily access your firm s previous work, bringing all of your relevant experience to the table. Convo provides a powerful and intuitive suite of knowledge management and communications tools to help consultants centrally archive, organize and share information and streamline communications, allowing you to make better recommendations and achieve desired results. We view Convo as a partner instead of just a service provider. Brian Bacon, Chairman and Founder Oxford Leadership Academy WHAT ARE THE CHALLENGES FOR KNOWLEDGE WORKERS? Combining multiple workstreams: Developing impactful presentations often requires pulling together multiple workstreams across geographies, time zones and technology platforms. Whether it s a review by partners or previews with key client stakeholders, awaiting feedback can be slow and inefficient. Without being in the same room or having a screenshare, it can be difficult to determine precisely where action is needed. Keep all project team members up-to-date: Coordinating different workstreams is time-consuming and laden with challenges. For example, one consultant or associate might be working on strategic growth initiatives while another is working on the budget to support those initiatives. The process of sharing project information and document iterations between workstreams requires time-consuming calls or meetings, and you risk missing important attachments and losing version control. Ineffective reporting: Whether it s sharing numbers on capacity utilization or recruiting stats, traditional reporting can be difficult to consume. As a result, important takeaways are slow to digest or can be overlooked entirely. Internal knowledge isn t shared, learning fails: When team members rotate, the capture and creation of case knowledge is often lost in the shuffle. Without effective knowledge transfer, learning cannot occur and the quality of deliverables suffers. Building a stronger learning environment and sharing knowledge across teams stimulates thought and encourages innovation. CONSULTING: Convo for Management Consulting 2

3 HOW CAN CONVO HELP? CONVO was built to help leading organizations to centrally share, organize and archive information across dispersed teams. Convo is tuned for speed and clarity, allowing multiple users to edit copy, images and documents online as if they were all sitting together in the same room. Independent research by Atos Origin highlighted that the average employee spends 40% of their working week dealing with internal s which add no value to the business. Convo distills what is most effective in enterprise social networks, task management software, project management apps, and productivity apps to become the best knowledge and project management software for empowering agile teams. Specifically, Convo allows you to: Highlight key individuals or groups: Annotation makes everything clearer when sharing reports with highlighted key colleagues or teams Dawson and Analytics) to include them in the discussion and have them follow up on specific action items. Annotation works with all file extensions (.pdf,. ppt.,.xls, etc.), across desktop, tablet and mobile environments, and also allows you to share and annotate web pages and images. When key data is curated and annotated, it becomes more useful and actionable across project teams. Provide and receive clear feedback: Consultants use Convo s Annotation feature to provide and receive clear feedback, input, and overall guidance on projects and presentations. Annotation makes it easy to draw a box, highlight what s important, and have a focused conversation around a specific slide, spreadsheet, number or sentence. When you click on the annotation, Convo takes you directly to what s being discussed. Clearly marked takeaways mean faster execution and turnaround. CONSULTING: Convo for Management Consulting 3

4 Hold real-time conversations: Convo allows your team to carry on a real-time conversation in one threaded post instead of being scattered across and several chat tools. In this manner, simply sharing a post on Convo becomes the fastest most effective means of sharing project updates and keeping everyone on the same page. Archive and search past conversations: On Convo, everything is archived and searchable. Convo s advanced search serves as an active repository of all previously shared knowledge. Save time when searching through previous conversations, shared links, or files. With Convo, there s no need to re-create the wheel or unnecessarily learn things from scratch. Create groups for knowledge sharing: Create a Group to organize industry best practices for knowledge discovery. Get better insights when you share and discuss the latest market research and industry news with the wider team. WHAT ARE CONVO S MEASURABLE BENEFITS? Reduced average time in finding and sharing internal information Increased knowledge base Increased learning opportunities for knowledge workers Reduced time for reporting and briefings NEXT STEPS 1. Sign up for free at christof@convo.com or call ext. 104 to request a demo. Learn how Convo s functionality, purpose, and goal can benefit your team Send a calendar invite to your team to check out Convo and receive training 4. Create Groups and invite your writers and editors 5. Post and collaborate on your latest case CONSULTING: Convo for Management Consulting 4

5 CONSULTING Convo for Client Management EXECUTIVE SUMMARY Effective client management builds confidence through conversations, helping to grow your business and drive profitability. Convo s technology provides more focused conversations with clients to determine the right objectives, improve customer service, and nurture your most important relationships. Leadership is a relationship. Relationship is a conversation. If the conversation stops, the relationship is over. We rely on Convo to keep the conversation going. Brian Bacon, Chairman and Founder Oxford Leadership Academy WHAT ARE THE CHALLENGES? Pre-wiring clients can be difficult: Client meetings are rarely slam dunks solely on their merits. Your proposal of initiatives is heavily dependent on the pre-wire to get buy-in from internal stakeholders well in advance. Achieving buy-in on presentations and proposals often requires handholding in the form of multiple calls and meetings. If your goal is to get overall agreement and leave no surprises going in, ongoing collaboration and version control are necessities. Client knowledge gets lost: Knowledge is shared across fragmented s, phone calls, and in-person meetings. When important information (i.e. slides, documents, conversations) is needed for reference, it can be difficult to find and reference. Security concerns over client data: Your client s data is invaluable. You need a secure place to store, send, and receive client communication or sensitive information. PUBLISHING: Convo for Client Management 5

6 HOW CAN CONVO HELP? CONVO was built to help leading organizations to centrally share, organize and archive information across dispersed teams. Convo is tuned for speed and clarity, allowing multiple users to edit copy, images and documents online as if they were all sitting together in the same room. Independent research by Atos Origin highlighted that the average employee spends 40% of their working week dealing with internal s which add no value to the business. Convo distills what is most effective in enterprise social networks, task management software, project management apps, and productivity apps to become the best knowledge and project management software for empowering agile teams. Specifically, Convo allows you to: Closely collaborate to achieve buy-in: Briefing client stakeholders in advance of a meeting is essential to achieving buy-in. When collaborating on documents, Convo s Annotation feature facilitates focused conversations on a specific slide, spreadsheet, number or sentence. Draw a box to highlight what s most important in images or text. Click on an annotation and Convo takes you to the slide or page under discussion, pointing directly to item in question. Annotatation works with all popular file extensions (.pdf,. ppt.,.xls), across desktop, tablet and mobile environments, and also allows you to share and annotate web pages and images. PUBLISHING: Convo for Client Management 6

7 Share knowledge and improve handoffs : Hand-offs facilitated through Convo are more efficient than with fragmented s or mute file sharing services. Whether it s sharing project knowledge between diagnostic, implementation, or execution phases, Convo Search is an active repository of all previously shared knowledge both internally with team-members and externally with the client. Convo allows you to easily search through past conversations, shared links, or files to fill the information gap, bring teams up to speed and move forward together. Rest easy knowing that your data is safe : Security is our #1 priority. Convo now has end-to-end encryption that protects your vital data -- both at rest and in transit -- with SSL encrypted 2048 bit keys. It s beyond bank-grade security, and it s more secure than any of our competitors. For example, none of our users were affected by the recent Heartbleed bug which compromised many of the most popular sites across the web. WHAT ARE THE MEASURABLE BENEFITS? Increased clarity and support from clients Increased hand-off efficiency throughout project phases NEXT STEPS 1. Sign up for free at christof@convo.com or call ext. 104 to request a demo. Learn how Convo s functionality, purpose, and goal can benefit your team Reduced concern regarding security breaches 3. Send a calendar invite to your team to check out Convo and receive training 4. Create Groups and invite your writers and editors 5. Post and collaborate on your latest case PUBLISHING: Convo for Client Management 7