Opportunity Management Activity Plan - Customer Research
Phase: Alpha
Audience and tool used
- 7 people from 5 companies that were part of the pilot
What we tested
- The Word document version of the Activity Plan that was used for the OM pilot project
Research questions
- What was their experience of using the activity plan?
- What worked well?
- What didn’t work so well?
- Was there anything missing that they expected to be there?
- What format would they want to receive the plan in?
- How were they being informed/would they want to be informed about updates to the activity plan?
What we discovered
- Companies aren’t that interested in the activity plan
- “I don’t care what’s on a piece of paper.”
- “The activity plan didn’t really register.”
- “The document itself – I never really opened it.”
- The real value for companies is in the conversations they have with us
- It all comes down to the people
🎧 Quotes
| Quote |
|---|
| “It has made us think about things in a different way.” |
| “It was as if we were interacting with a group of colleagues as a team.” |
| “Your first point of contact has to be really good – if they aren’t then opportunities are missed.” |
| “You have lots of experts but WE need to do the work. This can create more work than it solves.” |
| “If you were not used to SE form filling then it might be tricky. We know the right buzzwords.” |