Strategic Operations Topics

Strategic Operations topicsAll Strategic Operations courses include:

  • Pre-training call with customer
  • Optional course tailoring* to customer needs
  • Printed course handouts
  • Additional worksheets or handouts where indicated with

* Course tailoring may include minor modifications such as referencing existing customer products, services and marketing approaches with respect to best practices. Deeper customization for specific clients can be handled as a custom training program.

ST-01 Expanding into the Online Market

2 hour Express Session for up to 10 attendees

Designed for organizations assessing expansion into the on-line (electronic) marketplace, this working session will review how to evaluate a business’s readiness for adding on-line services such as electronic presentment and payment to its menu. Items for consideration include:

  • New skill sets required in Marketing, Sales and Customer Service
  • Additional potential liabilities
  • Lead times and approximate startup costs of different models and levels of service
  • Variations in assessing financial success, (top-line vs. gross margin)
  • Cross-selling opportunities

Primary Target Audience:  Senior IT, Operations, Sales and Marketing staff responsible for evaluating and managing new product and service lines; may also be appropriate for new entrants into the e-presentment or archiving business.

Takeaways
  • Capabilities and staffing checklist
  • Summary of additional liability areas

ST-02 Service Provider Considerations: Selecting an e-Partner for Electronic Presentment

Half day course for up to 10 attendees

Aimed at organizations embarking on the addition of an electronic delivery and presentment capability to their existing service offering, this course will:

  • Define a structure for completing an e-Partner assessment
  • Outline key impact areas to consider
  • Provide guidance on how to compare solutions in the marketplace
  • Review items  to consider before making a decision
  • Highlight on-going steps for ensuring the project’s success

Primary Target Audience: Senior IT, Operations, Sales and Marketing staff responsible for evaluating and managing new product and service lines.

Takeaways
  • Printed course handouts 
  • Checklist for defining criteria list to compare solutions
  • Process framework for reviewing vendor demos and presentations

ST-03 Service Provider Considerations: Selecting an e-Partner for Electronic Payment Processing

Half day course for up to 10 attendees

For organizations embarking on the addition of an electronic payment capability to their existing service offering, this course will:

  • Define a structure for completing an e-Partner assessment
  • Outline key impact areas to consider
  • Provide guidance on how to compare solutions in the marketplace
  • Review items  to consider before making a decision
  • Highlight ongoing steps for ensuring the project’s success

Primary Target Audience: Senior IT, Operations, Sales and Marketing staff responsible for evaluating and managing new product and service lines.

Takeaways
  • Printed course handouts 
  • Checklist for defining criteria list to compare solutions
  • Process framework for reviewing vendor demos and presentations

ST-04 Preparing for New Technology Implementation

2 hour Express Session for up to 10 attendees

This course is designed for companies preparing to invest in printing, finishing or mail processing equipment, providing an overview of:

  • Approaches for mapping current and future state environments
  • Identifying gaps before the truck pulls up to your door
  • Impact of new printing and finishing hardware on complete production process
  • Consideration of personnel, physical constraints and integration issues

Primary Target Audience: Operations/Production Management responsible for technology evaluation and deployment.

Takeaways
  • Implementation checklist 
  • Sample process map

ST-05 Preparing New Technology Test Plans

2 hour Express Session for up to 10 attendees

This course is designed for companies preparing to invest in printing, finishing or mail processing equipment, providing an overview of:

  • How to prepare test and acceptance plans before you buy – and why
  • Communicating with vendors and incenting compliance
  • Reality check on time estimating
  • Planning for impact on plant productivity during transition

Primary Target Audience: Operations/Production Management responsible for technology evaluation and deployment.

Takeaways
  • Implementation checklist 
  • Sample process map