Springboard To Success:
Managing the Lifecycle Series
Springboard To Success:
Managing the Lifecycle Series
Our popular six-part Managing the Lifecycle Series is now
On-Demand to watch as your time permits.
Use our workbooks to apply the principles,
and build on each success!
Session One: Get Your Data Straight
-
The five critical pieces of information you should be keeping
-
How to check the quality of your current information
-
Recommendations for updating that information
Session Two: Outline Your Calendar
-
What kinds of events happen to all franchisees at the same time (taxes, etc)
-
What kinds of events happen at different times for different franchisees
-
Recommended action for reminding franchisees when these dates are coming, and tracking their actions
Session Three: Keep It Clean & Fresh
-
Identifying information that’s important to you, and streamlining your view of each Franchisee in Information Manager
-
Adding tabs and fields to follow the information you want to keep
-
Importing information to Information Manager
Session Four: Automating Data Refreshes
-
Campaigns and workflows that trigger at the times you set
-
Webforms for your franchisees to use to update their information
-
Setting up an opportunity to verify the information before it goes into the Information Manager
Session Five: Plan For Change
-
Transfers of ownership – how to show the new owner information while retaining past owner information
-
Transfer and termination action checklists – do you have a standard procedure? Would you like to track it?
-
Keeping multi-unit owners’ information correct, and giving them access to all of their units at once in FranConnect
Session Six: Secure Your Data
-
User Types and Roles to limit what users see
-
Deactivating Users
-
Giving Franchise users Unit Admin Access, so that they can administer their own users
-
Password Security
-
Securing Personally Identifiable Information
Session One: Get Your Data Straight
-
The five critical pieces of information you should be keeping
-
How to check the quality of your current information
-
Recommendations for updating that information
Session Two: Outline Your Calendar
-
What kinds of events happen to all franchisees at the same time (taxes, etc)
-
What kinds of events happen at different times for different franchisees
-
Recommended action for reminding franchisees when these dates are coming, and tracking their actions
Session Three: Keep It Clean & Fresh
-
Identifying information that’s important to you, and streamlining your view of each Franchisee in Information Manager
-
Adding tabs and fields to follow the information you want to keep
-
Importing information to Information Manager
Session Four: Automating Data Refreshes
-
Campaigns and workflows that trigger at the times you set
-
Webforms for your franchisees to use to update their information
-
Setting up an opportunity to verify the information before it goes into the Information Manager
Session Five: Plan For Change
-
Transfers of ownership – how to show the new owner information while retaining past owner information
-
Transfer and termination action checklists – do you have a standard procedure? Would you like to track it?
-
Keeping multi-unit owners’ information correct, and giving them access to all of their units at once in FranConnect
Session Six: Secure Your Data
-
User Types and Roles to limit what users see
-
Deactivating Users
-
Giving Franchise users Unit Admin Access, so that they can administer their own users
-
Password Security
-
Securing Personally Identifiable Information