2016 Orchestrate Resolutions

This year, 2015, went by so quickly. It was a rapid year of change for me and my clients. Now I want to settle into 2016 and set my intentions before the year begins.

BBB Orchestrate Client Resolutions

iStock_000077037839_Small.jpgThese are the top resolutions that are coming from my clients. Almost everyone could add one or two of these resolutions to their 2016 list.

  1. Take a fresh look at authorizations. Remember that Orchestra ships the software completely open. Understand as the solution matures, it is important to understand what each user can and cannot do. Pay special attention to the close period. You can lock out most people from making changes to the old month simply by restricting access to the “closing period” in Orchestrate.
  2. Analyze your Orchestrate support tickets. Take a look at your support ticket statistics. How many tickets are being generated? How fast are they closing? What modules are people struggling with?
  3. Take the next step in the monthly close process. If you aren’t doing anything, start an Excel worksheet with date, task and initials. You will add to the process as you go. Document the difference between the regular monthly close and the quarterly and annual close checklist.
  4. Understand where you are in the lifecycle stages. Resolve to step deeper into the core modules. Think about adding one or two optional modules.
  5. Know what you want to do next year. WRITE IT DOWN. Create a timeline for success. Share it with management. They need to understand what the software could be doing.
  6. Implement a deeper level of divisional accounting. You can’t manage what you don’t measure. The more precise you can be about breaking out responsibilities inside of the company, the better you can manage individual performance.
  7. Implement a deeper level of forecasting. If you only do a sales forecast, create a financial forecast from it. Take that forecast and create a 2016 budget. Begin to show people the difference between a budget and a forecast.
  8. Look for a data warehouse solution. The end game is for the system to talk back to you. You will get the best data if you combine all of the data feeds into one place. That will allow you to make deeper connections and get more precise information on the health of your business.
  9. Understand the changes in the software
    1. Subscribe to @OrchestratedRLS on twitter. To date only 18 people are following it on twitter.
    2. Watch the idea portal. That is where Orchestra decides on development dollars. At least know if your frustration is documented somewhere.
    3. Read the current release notes. Make sure that you understand all of the new features and enhancements. Let everyone at the company know what is coming.

 Mary’s Personal Orchestrate Resolutions

  1. Figure out the new help center. I used to navigate the old knowledge base pretty well. Now it seems like I can’t find video replays anywhere. The new search function is pretty cool, but it gives me simple answers. How the heck do I get to the videos and complex answers? Where is the list for lunch and learns?
  2. Create my own Orchestrate watch list.  What are my top features that I would like to see?  QC by brand anyone?
  3. Create an Orchestrate release archive. That way I can understand what was implemented when.
  4. Build out BBB Optimizing OBEER process checklists. The checklist that I handed out at Orchestrate is pretty cool, but it doesn’t have a place to document progress and to leave comments.
  5. Understand the Orchestrate partner environment. There are more and more partner applications coming into the Orchestrate environment. Several partners from the wine space are eyeing the beer space. What kind of functionality can they bring?
  6. Watch for developments in sister industries. I’m paying special attention to the wine industry. They are a more mature version of the craft beer industry. We can learn from people who have come before us.

Get a downloadable copy of these resolutions here.

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