Great Brainstorming / Working Session

by Scott Annan on July 16th, 2008

I just got back from an intensive two-day brainstorm / working retreat with the team up near Mount Tremblant in Quebec.

It’s difficult trying to make the best use of such a short period with everyone in the same physical location - it’s only happened one other time - at the beginning of this project - and it’s unlikely to happen again.

The highlights of the meetings:

  • A lot of progress was made on how we integrate the customer management, customer portal, and team collaboration modules.  We discussed where they overlap, and how we can ensure smooth transitions for all of the different roles of the people who will use the software.
  • Huge progress in design.  I think we have an excellent, innovative navigation and data structure model that will make it easy to find information quickly without feeling overwhelmed by the screens.
  • Some killer features.  Like a combo twitter-like IM / mobile notification and communication platform that is extended across the apps.  Or a scrollable, graphical timeline view of all information about an account in the company section.  I am really excited about some of the concepts that are playing out.

However, for me the biggest challenge and opportunity that came out of the last two days is how we are going to “name” the software.  We came to a conclusion that we are not doing traditional CRM or support management - and that our software really “humanizes” the relationship that companies have with their customers.  So we’re looking for a name that will reflect this.

Any ideas?

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