How to tell your story in a compelling way to get management support for eProductivity

I often receive emails from happy users of the Stand-alone edition of eProductivity that want to use the Integrated edition but need management approval to do so. Many of these folks made the mistake of asking IT first. You have to understand that many IT organizations operate with a "break fix" mentality, meaning that if something breaks they will fix it. If you ask to add a new tool they will often see it first as something else that could break and that they would have to fix rather than exploring the potential benefits to you or the organization.

The solution is to start with leadership, not IT. Then, when leadership sees the value, they can request IT approval. I know this approach works as I have helped countless people around the world do just this.

So, where to start?

I recommend having a conversation (or sending an email to start one) with either to your manager or to the individual in your organization that you think cares most about workplace performance. That could be a manager that is in touch with how his people use their tools to get work done or it could be someone higher up the chain focused on value creation. In any case, it's not IT you want to start with but the people who "get" the value of working smarter.

Then. in a simple format, share your story.

Here is an outline that many of our customers have used successfully to launch eProductivity initiatives within their organizations. If you answer each point with a sentence you will have the foundation for a good case...

1. Introduce yourself and tell them what you do, if necessary.

2. Explain your frustration getting work done IBM Notes alone as a support tool to help you manage your communications and coordinate your projects and actions. (We're talking about your work not the organization's projects. Also, this is not about bashing Notes but rather to show that Notes alone was insufficient to support you in your work.)

3. Explain how you found eProductivity (provide link) and how you have been using the stand-alone/integrated version since ____. Be sure to share the impact it has made on your work and stress levels and any other benefits you experienced.

4. Briefly share the fact that you purchase eProductivity on your own, self installed the app and explain your support experience. The key is to assure the manager that this is an application you have come to trust and rely upon. (Many organizations are concerned about support and often use fear of having to support a new tool as a reason to keep their people with basic Notes and not allow tools that would help them get more done with Notes.)

5. Ask to start a discussion relative to your objective -- for example, to get approval to run eProductivity Integrated with Notes or to get eProductivity for your team, etc.

6. Remind them of the benefit to you over x months that you've been using it and ask them to consider the potential impact if they accepted your proposed idea.

That's a good model outline that you can adapt to suit your needs. If you begin with a sentence for each relevant item, you will end up with a nice email to share.

I hope this helps.



Here is an actual eProductivity Stand-alone customer email that he used to start a conversation with his boss in the hope of getting approve to use the Integrated version of eProductivity.

For the past 2 years I have been searching for a way to make work life manageable and hating Lotus Notes for being so difficult to work with all along the way. After reading "Getting Things Done" by David Allen, I discovered and began using eProductivity and it became instantly clear that it is the missing puzzle piece I was searching for. I've used the product now for just over 1 year and I am blown away by how much more effective and productive it allows me to be.

As Head of ____ at           , I'm intimately familiar with the way our department works. Due to advances in technology over the last decade it is easier to communicate and we receive more and more information every day. Coupled with the growth of our Company, our world has changed rapidly in the past few years and it seems that there is so much to do and so little time. Speaking from personal experience and my discussions with others, it became clear to me that I needed a way for myself and our team to deal with and make better use of the huge volume of information coming our way each day in order to keep life manageable. After searching for a long time and trying to piece together a better way to work by testing many products on the market today I found that eProductivity was particularly appealing. The product is built for and works within Lotus Notes which is utilized Company wide as our standard so I decided to give it a try.

The product is described as advanced common sense, and that's exactly what it is. It's simple while still being everything I could ask for, in every sense an elegant and powerful tool. It makes my life easier by functioning as a single central platform to process all information that comes my way, and it allows me to do so much more quickly and effectively than I could've ever imagined."

eProductivity changed my feelings for Lotus Notes by 180°, I used to hate it and blame it for slowing down my ability to get things done. Now however, due to using this product, I have seen the light at the end of the tunnel and couldn't imagine working a day without it!

That email ultimately led to eProductivity being deployed across the department, recognition for the employee and extraordinary value for the organization.

I hope it helps you too! If I can be of service, let me know.

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