Tuesday, October 23, 2007

Getting the most out of your TeamTrack System

Serena estimates that there are hundreds, if not thousands, of TeamTrack applications in existence. This means that although you may have installed TeamTrack in your organisation to manage a particular process, chances are, you could be getting more value out of it.
In this brief article I want to give you some examples of ways that organisations are using TeamTrack.

1. NDA approval
In the US, over 4,000 employees at Lockheed Martin use TeamTrack to manage a number of processes including their Non Disclosure Agreements (NDAs). Details of each NDA are entered into TeamTrack and can be tracked as they are approved. Through powerful reports, users can quickly see what NDAs are in place and what their statuses are.

2. Leave Requests
In this workflow, an employee submits a request for leave. The system routes it to the employee’s supervisor who will receive an email with the request details. The supervisor can approve or reject the request and this response is sent back to the employee. If the leave request is approved, the number of days requested is subtracted from the employee’s entitlement. Reports can show all outstanding holidays for employees.

3. Project Governance
While Serena Mariner can be considered the tool of choice for managing a portfolio of projects, some organisations do not want that level of control. For simply guiding a project through a series of authorisation gates and phases, TeamTrack can be the perfect tool.
TeamTrack can be configured to require that certain documents are attached at specific phases of the project and that sign-off is obtained from management at various points along the project lifecycle.

4. Expenses Approval
Many large organisations use TeamTrack to manage their expenses approval process. Employees can enter their expenses directly into TeamTrack or attach their expense forms as spreadsheets or documents. They are then routed to appropriate supervisors who can reject or approve them. If they are rejected, they will be sent back to the employee with a note and if they are approved they will be automatically sent on to the finance department to be dealt with. This simple process can really speed up expenses approval and reports can show how expense claims are distributed across your organisation.

5. Managing Customer Enhancement Requests
Over 3,000 employees at Thomson Financial use TeamTrack to streamline various processes including the routing of enhancement requests. Using the process that they implemented, when a customer logs a suggestion or request with a customer service agent, it is routed based on its importance, to the product manager or development manager for consideration.

Thomson Financial has also overhauled its sales proposal process with TeamTrack. “It used to take about five days to pull together a sales proposal. Now it takes three minutes,” says Hastings-Kimball. “Our sales teams now spend more time with their customers and prospects to increase revenue.”

I hope this short article has stirred your creative juices and you can start seeing new ways that TeamTrack can be used in your organisation. If you would like to get in touch with us to discuss those new ideas, please do not hesitate to do so.

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