In the fast-paced world of innovation consulting, staying organized and efficient is paramount. My Clients, an essential app in My360, provides Licensed Practitioners and consultants with a centralized solution for managing client data, polls, and canvases. Designed for collaboration and customization, My Clients empowers teams to deliver exceptional results by organizing vital information in one place.
The Value of My Clients
At its core, My Clients enables consultants to act big while staying nimble. Whether you’re managing a global client portfolio or a few key accounts, My Clients consolidates client data, offers powerful collaboration tools, and ensures data accuracy and accessibility for all relevant stakeholders.
Key benefits include:
Centralized Client Data: Store and manage all client information, including contacts, financial data, and market details, in one location.
Seamless Collaboration: Assign roles to team members, from Observers to Partners, ensuring controlled access to data and tools.
Streamlined Workflows: Link diagnostic tools, polls, and canvases directly to clients for more efficient tracking and actionable insights.
Enhanced Security: Protect sensitive data with role-based access control and adherence to strict confidentiality policies.
Managing Clients with Ease
Adding New Clients
My Clients simplifies the process of creating and managing client records. By clicking "Add Client," consultants can input essential details such as company name, contact information, financial data, and market segments. Additionally, trade-specific categories and languages can be specified, ensuring that records are accurate and comprehensive.
Collaborating Through Roles
Collaboration is a key strength of MyClients. Users can invite collaborators with tailored access levels:
Observer (Read-Only): Ideal for team members who need access to view but not edit data.
Associate (Editor): Provides permission to make changes to client records and associated tools.
Partner (Administrator): Grants full control, including adding or removing clients and managing team members. Partners also can perform actions that uses poll credits.
This flexibility ensures that the right people have access to the right tools, reducing the risk of errors or confusion.
Linking Diagnostic Tools and Canvases
One of My Clients’ standout features is its ability to link various diagnostic tools directly to clients. These tools include:
Competence Surveys for mapping client strengths and identifying gaps.
PESTLED Canvases for external analysis of market conditions and drivers.
Scenarios360 which transforms driver analysis into actionable strategic scenarios.
Commercialization Readiness Diagnostics for assessing whether a client’s innovations are market-ready.
By centralizing these tools within a client’s profile, consultants can provide targeted recommendations and track progress over time.
Tracking Client Polls and Surveys
The Open Polls Dashboard provides a bird’s-eye view of active client polls. It displays:
Total respondents and completion rates.
Innovator percentages.
Outliers requiring follow-up.
These insights enable consultants to guide clients more effectively by identifying areas for improvement and opportunities for growth.
Simplifying Financial Data Management
My Clients also offers a robust solution for tracking client financial data. Consultants can log annual revenue, R&D investments, and Earnings Before Tax (EBT) figures. By linking financial data with diagnostic results, teams can provide more precise recommendations tailored to the client’s financial capabilities.
Ensuring Data Security and Confidentiality
My Clients is built with security in mind. Role-based access controls ensure that sensitive information is only accessible to authorized team members. Additionally, all data is protected under the user terms and conditions, guaranteeing confidentiality and compliance with industry standards.
A Collaborative Future with MyClients
My Clients is more than just a management app; it’s a collaboration hub. By linking polls, diagnostic tools, and canvases to client profiles, it enables consultants to deliver data-driven insights in a structured, efficient manner. It also promotes teamwork by allowing multiple users to contribute to and access client records based on assigned roles.
As the innovation consulting landscape continues to evolve, tools like My Clients will play a crucial role in helping teams adapt, collaborate, and thrive. Whether you’re managing a multinational corporation or a startup, My Clients ensures you have everything you need to deliver value, drive transformation, and achieve success.
Embrace My Clients today and transform the way you manage client relationships, diagnostics, and data for a more impactful consulting experience.