Collaboration Tools

The following is provided as key information and ideas to get started with these technologies and not to be considered a full evaluation of available vendors or any issues associated with vendors.

Ways it can work in your agency:

Several team members can work together on a proposal for a new client.
A team including producer, CSR and administrative staff can work together preparing customers' annual reviews.
Staff can collaborate on the agency’s strategic review.

Features:

Multiple users can edit and contribute to a document or project
Documents can be worked on remotely

Document sharing
Integration with videoconferencing
User editing permissions

Ability to organize and communicate by teams
Document version control

Vendors:

Pricing:

There are many free options and other solutions can cost up to $35 per user per month. Others have a monthly flat rate up to $99 which allows for unlimited users.

Guide for calculating ROI:

How to quantify the benefit of your collaboration tools.

(+) Improved productivity	Multiply the number of hours saved by the average hourly employee rate
(+) Reduced paper costs	$
(+) Reduced printing costs	$
(-) Cost of collaboration tool	$

Guide for KPIs:

You can use your collaboration tools to track a variety of Key Performance Indicators important to your agency.

# of logins

Measure not only the total number of staff logging in but track the increases in this number.

# of active users

Track active users by day, time and length of session.

Frequency of logins

How often are individual users logging in, what is the average number.

How users are logging in

Devices used for access.

# of comments, discussions

User engagement, including the types of discussions taking place.

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