how to sell submittal exchange to your boss increasing project collaboration
TRANSCRIPT
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How to Sell Submittal Exchange
to Your Boss
Increasing Project Collaboration
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• 5 easy steps to sell to your boss• The downside to your current process• What Submittal Exchange offers & how you benefit
Agenda
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5 steps to sell your boss
1. Find ‘the win’ 2. Pitch your idea to a colleague3. Keep your boss engaged4. Address the current problems5. Make sure the timing is right
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1. Find ‘the win’
• Know the ‘win’ for your organization• Understand the details• Be prepared
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• Practice, Practice, Practice• Create an outline• Evaluate your tone
2. Pitch to a colleague
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3. Keep your boss engaged
• Make the conversation collaborative• Get your boss invested in the idea• Make your boss part of the solution• Ask your boss for feedback • Look to your boss as a mentor
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4. Address current problems
• Point to existing difficulties• Identify the negatives of your current situation• Position your idea as a resolution
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5. Timing is everything
• Understand other large decisions being made• Be willing to reschedule
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Quick project team setup with various levels of access
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Quick project team setup with various levels of access
Variety of log options for document organization
![Page 13: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/13.jpg)
Quick project team setup with various levels of access
Variety of log options for document organization
Concise list of expected items & color coded reviewer status
![Page 14: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/14.jpg)
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Concise list of expected items & color coded reviewer status
![Page 15: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/15.jpg)
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Concise list of expected items & color coded reviewer status
![Page 16: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/16.jpg)
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Concise list of expected items & color coded reviewer status
![Page 17: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/17.jpg)
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Concise list of expected items & color coded reviewer status
![Page 18: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/18.jpg)
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Online training videos and knowledge base
Concise list of expected items & color coded reviewer status
![Page 19: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/19.jpg)
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Online training videos and knowledge base
Reports for viewing logs, needed items, team access & more
Concise list of expected items & color coded reviewer status
![Page 20: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/20.jpg)
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Online training videos and knowledge base
Reports for viewing logs, needed items, team access & more
Public Planroom for sharing bid documents & drawings publicly
Concise list of expected items & color coded reviewer status
![Page 21: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/21.jpg)
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Online training videos and knowledge base
Reports for viewing logs, needed items, team access & more
Public Planroom for sharing bid documents & drawings publicly
HTML format archive available upon request
Concise list of expected items & color coded reviewer status
![Page 22: How to Sell Submittal Exchange to Your Boss Increasing Project Collaboration](https://reader033.vdocuments.us/reader033/viewer/2022061616/56649da05503460f94a8b0a4/html5/thumbnails/22.jpg)
The Submittal Exchange ‘win'
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Your current pain points
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Pain Points: Email
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Pain Points: FTP
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Pain Points: Server Based
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Pricing Comparison
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Questions
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Thank you for joining us today!
Contact Us:800.714.0024
Visit our website:www.submittalexchange.com