Customer Management System

There are tons of systems out there trying to improve business processes of utility companies in general or electric companies in specific.

The key is still doing the re-engineering process well and the application system will just a tool to follow the processes. I put some of my thoughts about Electric Management System in this blog. Feel free to read and comment.

Monday, August 27, 2007

Why External Communication is Needed in Implementing New Billing System (Customer Management System)

Communicating with external audiences is essential for the success of any organization, in businesses, governments or non-profit organizations. Increasingly, companies succeed or fail depending on their public perception.

The main objective of external communication is to inform all organizations about implementation of the new Customer management system within COMPANY. The main objective of the presentation is to improve the external image of the organization. External communication is related mostly to the different types of customers (residential, commercial, industrial, agricultural) and/or communication with collection points (banks, on-line and off-line payment points). It is important to inform customers of the new services provided in commercial offices, and of new telephone numbers, etc.

Mission of External communication:

Transferring to different audiences the basic messages, corporate values and the administration style represented in the brand image that COMPANY wants to transmit continuously.

Receivers of the information:

- Customers (residential, commercial, industrial, agricultural, etc.)
- Suppliers (of equipment, products, services, etc.)
- Public organizations and other institutions

Problems of external communication:

The problems related to external communication can be classified into the following groups:

• Information for customers – customers do not have any information or very limited information about the changes. Customers do not know why the Company is doing the changes and how the changes would affect them.
• Information for collection points – the collection points have not sufficient information on how the changes can affect the collection processes which may lead to problems and misunderstandings.
• The information is not distributed before the implementation – Customers or collection points obtain the information when the system is already implemented.

How to solve the problems:

• Preparing the information campaign related to different types of customers (impacts or changes) and explaining with details or examples what concretely is going to be changed and how a new process should be done.
• Preparing the information for collection points including explanations of the communication changes (collaboration).
• Preparing the campaign or other material before the system implementation.
• These kind of preparations can be sub-contracted to any business consulting companies.

Friday, August 24, 2007

5 Minute Review Before You Sign Off from Work

As a project member, you need to work smart to keep everything under control. Working hard alone is, nowadays, not enough.

More positions and tasks in the project are minimal supervised by our boss. In the end, our boss just needs the end result. He/she does not care how we manage your time to do the task. If you work with each day has been defined what you should do, then, Congratulation! you are a winner.

Planning the things to do is no secret anymore for any time management. One thing that I recommend you to do is to review your things to do 5 minutes before you are heading off from your work. You will not image how this can help you a lot in monitoring your task for the next day.

Ok. To be more specific, just say that it is 5 minutes before going home. Get your things to do list and review one by one which one:

- pending

- finished

- finished but create another item.

For item 1 and 2, there are self explanatory. For point 3, this is the task that you have finished but in the end, it creates another task that you need to do. For example in the list of things to do is: Obtain finance data from John. Once you get the data, the format is not as you expected. Thus, the next day you can not create a report in the time that you have allocated. You need to reformat the data and it will surely take 1/2 day of your time (for example). It means that "Obtain finance data from John" is finished, but "Reformat data from John" is created and will be included in your things to do for tomorrow.

Using this simple review, you will benefit much. You will know where you are now as compared with your goal or achievement for the week. You will also be up to date with all the progress that you have. Imagine if all the sudden your boss call you and asking when you can finish the finance report. You will be able to answer with confidence and explain a delay in reasonable answers.

Once you finish reviewing your shot list, you can include the pending and new items for your things to do for the next day. Giving priority will enhance your time management so that you know what to put down first thing in the morning for the next day. No equal priority should be given. Next day when you come to the office, you just need to tackle down all the things in your list one by one. You will fell well when you see how many tasks you are able to cross out in your list.

I hope that this 5 minute review before signing off from work can be beneficial for you as it is helping me a lot. The key is persistent on doing this. Make it as a habit for you.

Work Environment: Summer Time in Office

When it comes to summer, I usually tell the office boy to check all the air conditioner and window blinds in each room. Aside from many staff filling a vacation during this summer, I can not let my other staffs complaining the work environment because of hot weather.

Talking about the blinds, this might look simple. I remember attending a meeting in a friend’s business consulting office and some of the window blinds are not working properly. Some are only defected in certain area letting sun light passed through. The impact is that we could not work effectively since we could not see clearly our laptop’s monitor. We needed to move around just to avoid sunlight. I image how it will be when somebody is working on PCs and all the furniture is fixed (can’t be moved).

I’d like to see some venetian blinds to get quality blinds. Well, the company has established 35 years in the window blinds industry, so they know what Venetian blinds quality is.

Thursday, August 23, 2007

Internal Communication in Implementing Customer Management System (CMS)

The need of internal communication exists in every society or human group. The COMPANY current situation makes it is necessary to set up a program of internal communication that will specify the problems that can occur. Hereafter is a proposal of some measures to be taken.

Mission of internal communication:

To create and to maintain communication channels so that the information about the new business and operative measures, flows easily through the different levels of the organization.

Objectives of internal communication:

To involve people in the integration with the new actions, supporting the communication and motivation inside the Company. The key objective is the total staff commitment in the development of the new strategy.
To transmit Key messages of the Plan of Improvement within COMPANY itself.

Problems of internal communication:

• Information – quantity, quality, content, form, time (sometimes the staff has limited information or the information has not a satisfying content or the information is available very late).

• Communication channels – Companies normally have insufficient communication channels. Not all-possible channels of communication are used. Many times staff itself is not informed, the information does not flow fluently and/or it is blocked between certain levels. (i.e. the superior does not inform subordinates in the organizational unit).

• Human factor – this is the most complicated factor related to internal communication. Some people have problems to accept the changes that are carried out in the company. They try to reject the changes. Our suggestion is to focus on minimizing these aspects.

• Culture and the level of computer literacy – This reflects how deeply-rooted the old system is. With special regard to the aspects of work organization and human factor motivation. This is relevant to assess how possible a change is both in work organization and processes and whether the Company can assume a new organizational structure or a change in job’s functions.

Solution of problems:

• Information – each information item must have its “own adequate quality standard” (representing: information value and guarantee of accuracy) and must be available at the right time. The Company has to explain to its staff the strategy for the coming periods and what goals the Company wants to achieve. And, since one of the Company’s objectives is the CMS implementation, the staff must feel that it is involved in the fulfillment of the goals and must be motivated to participate. It is very important to prepare different ways and details of information depending on the target group of personnel (passing the information to managers might be different than passing it to the personnel who will operate the new system on a daily basis.). Furthermore, there are different levels of details about how to inform the different groups of people (for some groups it is enough to make a presentation of the main subjects and for others it is necessary to go into details). Besides that, the timing for communication is very important. The Company should start with the communication from the beginning of the implementation and do it over all the period of implementation.

• Communication channels – It is necessary to improve existing channels and create new ones. The Company should analyze the possible channels of communication depending on types of audience (using company magazine or newspaper, e-mail, web site of the company, meetings, specific bulletins, video, photos, etc). Suggestions are:
1. To increase the number of internal e-mail users
2. To issue the internal magazine with abundant content, written in an attractive style and high professional standard. The internal magazine should be sent to every employee monthly to the employee’s address. The magazine should feature articles about employees, departments, and future perspectives. Employees should feel in the center of interest of the Company.
3. To install a letterbox in the lobby, where employees have the possibility to drop a letter with questions about the future of the Company.
4. To hold meetings and professional consultation.
5. To establish a telephone service to answer employees’ questions about the changes, the future of the Company future, etc.
6. To create a department for communication and information that should answer employees’ calls, organize issuing and distribution of leaflets, arrange the contacts with personnel. This department would be responsible for internal communication and for transmitting the information to employees.


• Human resources – within this area it is important to establish a positive relationship between the staff and the Company, encouraging a feeling of pride for being part of the organization, and a positive outlook for the future. It is necessary to define clearly when the results will be achieved, to compare used resources and effort done. First, we recommend COMPANY to define the mission and philosophy of the organization. Then, through information channels and with the support of training and of the management, to move the mission forward to employees. Employees can identify themselves with the mission and philosophy of the Company. Motivation of the staff is essential for a better understanding of the changes the Company will carry out (for example to allow personnel to change the qualification for new job positions).

• Culture of organization – This is connected with a good image of the Company. COMPANY is an exceptional organization that started to carry out changes in commercial areas and to offer better service to customers. To achieve all this, it is necessary to define the tasks and to carry out them efficiently and with a high quality standard.
1. At the same time, we cannot forget the employees – to create good conditions and to offer them social advantages. It is important to appropriately motivate the staff, providing ways to improve their qualifications (in accordance with the implementation of CMS). Each employee has to be sure his work is important for the Company.
2. We suggest management sending a birthday card to every employee.

Project Manager LifeStyle

As a project manager, you need to shoulder some expenses in advance. In the end of month, you will reimburse the expenses to the company. I know it is not always the case, but it happens to a friend of mine.

He takes advantage of credit card while paying all the expenses. This way, he can earn points from the credit card and also he does not need to advance the payment using his own money. The credit card holder is usually given a period of time to pay.

One consideration to choose a credit card is when the interest is low. I know that some of you will always pay on time, but in some situation, we might forget to pay and the high interest is killing you. An offer from low rate apr credit card is giving a good deal of interest. So far, this is the lowest I have seen. It also gives no interest for balance transfer for 13 months. You can check other benefits that this credit card offers. It includes online fraud protection and world wide acceptance with Master Card sign.

Monday, August 20, 2007

Communication Strategy in Implementing New System

Implementing a project as large as Customer Management System (CMS), communication becomes a key factor for its success. Thus COMPANY’s customers, suppliers and staff must understand that all the activities of the CMS are focused on achieving the continuity of COMPANY as a company, which is competent, stable and profitable.
To accomplish this, COMPANY staff, customers and suppliers need to be fully aware of the switch from the old systems to the new ones.

Considering the implementation of a new CMS, it is necessary to elaborate material for internal and external communication purposes. This material features some problems that could arise during the transitional change in the Company, as well as offering several solutions. Even though the proposed solutions do not cover the whole spectrum of the problems, these could be regarded as an initial impulse of inspiration.

COMPANY has determined to carry out a change of its internal structures. The implementation of any information system means significant changes in the whole organization or in certain organizational units. The CMS implementation is special because it addresses both internal and external changes. Internal changes refer to the organization’s staff and external changes are related to different types of COMPANY customers.

Basically, the CMS implementation is not free of distrust (internal and external). The reasons could be the following:

• Company’s staff has no information about the implementation of the system or has only limited information that is not enough for a proper understanding.
• Staff dislikes new technologies (this is related to job positions where people are not used to work with computers or where the use of computers is limited
• Customers have no information of what the strategy of the Company is, why the Company is implementing a new system and how this implementation is going to affect them.

Therefore, from the beginning of the implementation of the CMS, it is very important to do activities in order to overcome all these hurdles. The staff has to grasp what the expected changes are about. The most useful way to persuade them is communication, “We can desire and accept only what we understand“.

The staff has no information about “Why” or “Whom” are these changes for? How will the Company be in future? What organization structure will it have? What will be the philosophy of the Company? These are the reasons to create an effective communication plan, focused on an accurate transmission of information to managers and employees. Firstly, it is necessary to communicate the basic ideas of the project, inputs and outputs that are expected to be made straightforwardly and at the appropriate time.

Sunday, August 19, 2007

Project Implementation Phases

Each consulting companies or individuals have their own strategies to implement a Customer Management System. Most of the phases can be generalized like below:

Phase 0 – Project Organization

Phase I – Conceptual Design

• Description and analysis of current business processes, organization and systems
• New business processes and organization
• Requests for modifications to new system
• Definition of HW, SW and Communications Architecture
• Data gathering and conversion
• Identification of requirements and sources of information
• Definition of Data Gathering Campaigns Plan

Fase II – Analysis and Design

• Functional Design of modifications to the system
• Technical Design of modifications to the system
• Translation of new system (if needed)


Fase III– Implementation

• Training plan and materials
• Training of users
• Completion of Data Gathering and Conversion
• New System Development and Customization
• New System Testing (unit, integrated, user)
• HW/SW/Communications installation
• User acceptance of New System
• Go-live

Phase IV- Post implementation support.

• User follow through
• System commissioning

Phase V- Warranty Period.


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