How COVID-19 Permanently Digitized Site Selection

Have you ever had a meal, gone on a date, or enjoyed a vacation so good it made you never want to repeat the lower quality experiences you’ve had in the past? Why would you want to eat bad food, date a loser, or suffer scratchy hotel sheets when you knew there was a better way for you to live and you could keep living that way? That ah-ha moment is the same realization that happened with corporate site selection during COVID, and why professionals will not go back to the old way of doing business.

The global pandemic was a disaster for business expansions and relocations, including foreign direct investment (FDI). The data is clear that these projects declined significantly as a result of the COVID pandemic, just like the overall economy. It was natural that businesses were unsettled by the economic upheaval, so they were uncomfortable making multi-million-dollar corporate location decisions without physically and personally “kicking the dirt” as part of their due diligence.

Economic developers couldn’t physically travel to meet with businesses considering a prospective location expansion into their community, especially internationally, due to legal restrictions. Likewise, corporations weren’t travelling to meet with real estate developers or EDOs. The risk was too great; death from a virus or becoming quarantined outside of a home country made even aggressive businesspeople reconsider traditional operating procedures.

When traditional business practices fail, new strategies get implemented to overcome the obstacles; no companies want to be stuck being unable to take action to move their company forward, even in an unprecedented pandemic. And that’s exactly what happened with corporate expansions and site selection projects.

The only way to do site selection analysis leading to corporate location expansions in a non-physical world was to go digital. As a result, business, corporate real estate, and economic development engaged in a test of purely digital site selection out of necessity. But the result of the experiment was that it worked. The outcome of this positive result is that many businesses are discovering there is an alternative and better way to do site selection.

Of course, the transition toward online site selection has been a gradual trend that has been growing for decades. The difference is that COVID was a stress test to see if corporate site selection could be accomplished 100% digitally. Like other industries, this trial-by-fire accelerated trends and is normalizing new practices into standard operating procedures.

Digitization was not an experiment and trial run that was unique to economic development:

 Like these other digital experiments, digital site selection has revealed new advantages and proven theories. Digital site selection:

  • Enables companies to consider more communities faster
  • Communities can be more easily compared with objective and consistent benchmark data
  • Assumptions about the need for in-person were proven incorrect and that they were replaced with web meetings
  • Taking multiple web meetings gets more accomplished and is faster than flying and driving to numerous in-person meetings
  • Economic development GIS site selection software met the challenge to deliver relevant location information and site selection analysis in real-time

Two key reasons that companies will not go back to the old way of doing site selection are 1) they have discovered digital is an acceptable/preferable alternative and 2) their success story is being amplified in awareness to CRE peers and CEOs in other companies through mainstream media.

What does this new digital reality look like for the process of site selection? How are site selectors themselves doing things differently? Join us tomorrow for Part II of How COVID-19 Permanently Digitized Site Selection.

Share

Municipal 311 Software Designed for Local Governments

AccessE11 makes service request management seamless. It fosters simplicity, reduced administration effort and cost, and stronger decision making as well as enhanced compliance across four specific focus areas within local government operations.

1. Citizen services, complaint, and issue management
2. Job assignment and tracking
3. Administrative Services: Management, compliance reporting, and evidence-based decision making
4. Citizen Relationship Management: Contact management including tagging and interaction history

Discover how our cloud-based Citizen Issue Management software can manage any request and ensure effective and fast resolution of issues across all departments. Join us on October 14th for our free webinar.

Click Here to Register for the October Webinar

Share

New! Drive time data for cars, trucks, walk time on ZoomProspector

We’re thrilled to introduce yet another new feature on ZoomProspector: adjustable drive time analysis for cars, trucks and walking. This is a game-changer for prospective investors who need to assess transportation logistics, commute times and travel distances for target clients travelling in different ways, on different days and at different times. In keeping with GIS Planning’s ongoing commitment to excellence in the user interface, we’ve designed this feature to be intuitive, visual and easy for your website visitors to find.

The new drive time analysis is easy to find – it’s an enhancement of the radius/ drive time buttons at the top of every single property and pinpoint report. Now when you click “Minutes,” you’ll see icons that let you select car, truck or walk, with an additional option to click on and adjust the date, time and destination – from or to the selected location. We’ve made it even easier by also adding these options directly on the map for those website visitors who prefer to make adjustments over there.

Miami Dade ZoomProsepctor walk drive truck timeIt’s easier than ever for economic developers to inform site selectors and businesses making location decisions as they research long and shortlists of suitable communities and properties. You can read more about our new adjustable drive time analysis here. You can also click here to learn more about the other map tools that make ZoomProspector the most innovative and user-friendly online GIS data tool for site selection?

Would you like to learn more about how ZoomProspector can help drive investment to your community? Click here to schedule an online meeting and demo.

Share

Finding Diversity, Inclusion & Equity in Municipal Government and Public Sector Organizations in Canada

 

Kartik KumarKartik Kumar, National Practice Leader, Municipal Government and Broader Public Sectors.

 

Diversity and Inclusion has been a common discussion point for many Municipalities and Broader Public Sector organizations over the last several years in Canada. As communities and populations begin to shift to become more inclusive and diverse, meeting these changing societal values and demographics will require fresh perspectives and representation at the leadership level within Municipalities and other Public sector organizations.

Oftentimes innovative leadership qualities are found within diversity candidates that can challenge the status quo to effectively impact change across a community. Typically, diversity candidates have experienced and mitigated a lifetime of adversity and obstacles. These experiences, both professionally and personally, foster new ideas, creative thinking, innovation, agility and influence. However, when it comes to appointing diversity candidates to positions of leadership, Municipalities and other organizations within the Public Sector face a number of challenges including:

●  Finding Passive Diversity Talent

●  Diversity Leadership Driven By Representation

●  Benchmarking Diversity Candidates Against Competencies and Skills

●  Creating An Inclusive Culture To Drive Performance

Finding Passive Diversity Talent

Many Municipalities and organizations see the value that diversity can bring to their leadership teams but don’t know where to start their search for this elusive talent. For many years, organizations and Municipalities unknowingly created a culture of homogeneity thus shrinking their own internal talent pipelines as a source for diversity talent. Instead, Public and Private Sector organizations must partner with external experts, such as an executive search consultant, to assist in the identification, appointment and presentation of the most qualified and capable diversity candidates for a role.

Diversity Mandates Driven Representation

One element of diversity that some organizations fall victim to is the necessity to hire a diversity candidate as a response to societal pressure. I’ve worked with many clients in my career as an executive search consultant, that believe that hiring a diversity candidate that can provide the best value to a community is the simple concept of representation.

When I work with Municipalities, Public Libraries and other Public Sector organizations – I advise Councillors, Board members and other stakeholders and selection/recruitment committees to consider three things:

  1. The benefits that diversity can bring to their communities/ organizations.
  2. Require a diverse slate of candidates.
  3. Examine diversity within the community/ organization and population to help clarify and define the best fit of diversity for a leadership role.

Benchmarking Diversity Candidates Against Competencies and Skills

Sometimes the personification and perception of diversity by selection/recruitment committees may not always align with the true values and representation of the communities they will be serving. As a best practice, a diversity candidate should be representative of the larger community in which they will serve, while also maintaining the leadership attributes required by the role.

In addition, Municipalities and Public Sector organization’s selection/recruitment committees must carefully examine what key competencies and skills the role requires. Sometimes the benchmark diversity candidate that a search committee thinks they need, does not always align with the skills and core competencies demanded by the role itself. The best fit diversity candidate is a well-rounded individual that is able to meet both the requirements for the role as well as represent the larger community/ organization.

Creating An Inclusive Culture To Drive Performance

The other caveat that Municipalities and Leadership within the Public Sector overlook when hiring a diversity candidate is inclusivity training and acceptance of new and different perspectives for other senior leaders. Inclusivity programs allow for the broader leadership team to adopt and best leverage new perspectives gleaned by diversity candidates in powerful ways. By elevating cultural sensitivities and awareness to the existing senior leadership team and creating a more inclusive culture, senior leaders can learn how to better collaborate, break through unconscious bias and support one another.

As a result, this awareness and approach to inclusivity will increase collaboration. This culture reshaping will then trickle down through the wider teams and produce better results. As this cultural shift slowly takes place, success can be measured by performance and the attraction of other diversity candidates to the talent pipeline.

About The Author.

Kartik Kumar is a Partner at Legacy Executive Search Partners and has over 15 years experience in successfully executing 250 projects within the Public and Private Sector, including Municipal Government and Public Libraries. Kartik has a Bachelor’s in Business Management from Ryerson University and an accredited certification in Diversity and Inclusion from Cornell University.

Prior to joining Legacy Executive Search Partners, Kartik has held several Managing Director roles within large national and international executive search firms. He has successfully developed an executive search practice across Ontario and Canada within Municipal Government and the Broader Public Sector.

Contact Kartik to learn more ([email protected]) about Senior Leadership Recruitment within the Public Sector across Canada.

Share

How ZoomProspector makes you look like an economic development rockstar

GIS Planning’s clients range from small towns with a single economic development person (who often also handles duties at the chamber, the city manager’s office etc.) to large cities or regional and statewide economic development agencies with large staffs.

But no matter the size of the EDO is, they always have more projects and incoming requests than people or time.

Fortunately, GIS Planning clients can rely on the equivalent of an extra staff member with ZoomProspector working for their region.

Closeup portrait happy excited young economic developer celebrating successZoomProspector is available to answer questions 24/7 from anyone who comes to your website, whether they’re a potential investor, site selector or local entrepreneur. The industry’s leading GIS web tool for economic development can always be relied upon to offer accurate, up-to-date information in clear, visually compelling ways. And while it can’t crack a clever joke in meetings, celebrate birthdays or join co-workers for drinks after work, it will also never take a vacation, steal your lunch from the fridge or leave the coffee pot empty.

Reliable, smart and unflappable, ZoomProspector is the staff member every economic developer wants on their team. It makes everyone around them look good by helping them succeed. It makes you look like a rock star by facilitating quick, reliable research and helping generate beautiful, branded reports and polished proposals.

We have clients who speak with businesses only after that business has (in effect) qualified themselves by gathering information and answering questions, using the powerful analytical tools and extensive datasets provided by ZoomProspector.

In a fast-paced digital world where people want that information before they take time to pick up the phone and connect in person, ZoomProspector offers a critical competitive advantage. In many cases, simple questions about a community’s demographics, labor force, businesses, wages, etc. can be answered on the public ZoomProspector site using a few clicks of a mouse button.

As the most intuitive and user-friendly GIS site selection data tool on the market (by a long shot), they don’t need training or guidance to do so. You can rest confident that you aren’t losing leads before you even know they exist.

When more extensive data requests or RFP’s come in, GIS Planning clients have the ability to pull down and compose sophisticated reports on their community, with custom mile or drive time analyses around specific available sites or buildings, or around a pinpoint on a map. They can easily build and export reports from ZoomProspector in a few minutes. When our economic development clients receive incoming requests from elected officials, members of their community, academics or journalists, they too can be handled easily and quickly. Thus such request is transformed from a time-consuming nuisance to an easily handled opportunity to network, engage and build or bolster relationships with stakeholders.

Our drag and drop proposal generator now enables our clients to begin a response to an RFP, or begin crafting a proposal, with one click, and from there it’s easy to include available sites and buildings with relevant data reports, even include video and photos.

Best of all, anyone can perform the same high-level, detailed analyses on ZoomProspector at any time of day or night. GIS Planning created ZoomProspector to be a public-facing, easy-to-use source open access data portal. Economic developers can simply point to their own public website to answer basic questions, direct marketing campaigns to the website as a “call to action”, and make their website an integral part of their information toolkit.

With our ZoomTour platform, our clients can go even further and offer an online immersive experience, using media ranging from still photos to video to drone footage, and (of course) GIS Planning data tools, to provide a guided tour of a community (or a part of the community like the downtown area, or specific business clusters etc.), available 24/7, 365 days per year.

Learn how GIS Planning’s innovative GIS data tools for economic development can serve your community. Book a demo today!

Share

Citizen Service Summit

Event name: Customer Service Professionals Network – Citizen Service Summit

Cost: Complimentary until August 15, 2021

Register Here 

Description:

Join public sector leaders from all over Canada to learn new strategies to digitize, personalize, and automate citizen service.

This innovative 2-day virtual summit will be held on September 15 & 16, 2021 and will consist of sessions designed to share future-forward trends and tactical steps organizations of all sizes can take post-pandemic.

Sneak peak of speakers below. More to be announced shortly.

  • Andrew Enns, Executive VP, Leger Winnipeg: Measuring Community Perceptions
  • Dr. Gillian Mandich, Happiness Researcher: How to Build More Positive & Resilient Teams
  • Corey Atkinson, VP of L&D, CSPN: Inspiring Change Through Training
  • Nitin Badjatia, Head, Product Strategy – Customer Service Management, ServiceNow: Using Knowledge Management to Increase Employee Retention
  • Kenny Johnston, President, Bill Gosling Outsourcing: Optimizing Your Service Centre
  • David Singh, Partner, CSPN: Mastering Change Management Amidst the Post-Pandemic Chaos

Special thank you to our sponsors:

  • ServiceNow
  • Bill Gosling Outsourcing
  • Leger Canada

For more information, please visit our website here.

Share

How To Find Executive Level Talent For Canada’s Municipalities And Broader Public Sector Organizations

How To Find Executive Level Talent For Canada’s Municipalities And Broader Public Sector Organizations

Some thoughts from a search expert in these fields.

In my last article, we discussed the leadership qualities and traits that will be required to transition Canada’s Municipalities and the general Public Sector into a post-pandemic reality. As the pandemic recovery slowly makes its way through the economy in Canada and abroad, industries will begin to bounce back, becoming more resilient, agile and innovative under new leadership. As a result, an increase in hiring has surged through the workforce and is transforming the talent landscape from a “War for Talent” to include a “Race For Talent”. So what is the best way that Councils’ and Boards’ in the Public Sector can reach, engage and attract the best talent to lead the recovery. 

More often than not Municipal Councils’, Boards’ and Senior Management Teams within the Public Sector will approach the recruitment of a Chief Administrative Officer, Chief Executive Officer, Director or other C-level senior executive similarly to that of a mid-level manager. When taking this effort on themselves, they will post the job description, gather resumes, interview candidates and make a final selection. This approach to running a senior level search internally is compromised for many reasons including:

  • There is limited access to qualified leaders beyond your team’s immediate networks.
  • A lot of potential candidates are not “actively looking,” are “selective” regarding their career moves and would not apply for the role concerned about a breach of confidentiality. Dealing with a search consultant, before they commit, makes it easier for these candidates to feel comfortable and seek more details about the opportunity.

Countless times I have seen Municipalities and other Public Sector organizations attempt to take on the hiring for a senior executive leader internally, and end up coming to us eventually for help in managing the search process.

In order to avoid this initial waste of resources, time, finances and frustration, I’ve created a guide for how Municipal Councils’, Board’s and Senior Management teams in Canada can partner and work with an external executive search firm for finding and appointing the best leaders for their organizations and communities.

Step 1: What Is Their Specialization? Success In Finding And Placing Right Fit Candidates Who Can Make A Difference

Firstly, you will need to identify the best search firm to partner with. This will include a close examination of several key areas including the types of executives they have placed, other clients they have worked with in the past (are these past clients similar to you and your needs) and a list of recent or past searches. For example, I specialize in placing Chief Administrative Officers’, Chief Executive Officers’, Commissioners’ and Directors’ for Municipalities, Public Sector organizations and Libraries across Canada. To quickly gather this information, review a search firm’s website. If you are still unclear of their specialization and methods you can dive deeper into their thought leadership that they have published. Look for regular postings of thought leadership articles and content about your industry and ask yourself if these articles provide deeper insights than others you have come across or reveal perspectives that you may not have considered. A truly experienced search consultant should be able to demonstrate and provide value to their wider networks in addition to their immediate clients.

Successful search consultants that exceed client expectations, will also see a high rate of repeat and referral business – it is important to understand what percentage of a search firm’s business is repeat or referral business versus new business. The higher the repeat / referral rate – the better the relationship a search consultant will have with their clients. I am grateful to have a very high rate of repeat / referral business. 

The final consideration for identifying specialization within a search firm when working in the Public Sector, is to confirm that a search firm or search consultant is a trusted partner and vetted provider with prior experience working with Municipalities and Public Sector organizations. A search firm that has been through this rigorous process of verification, certification, approval and documentation, will be accustomed to these requirements and this process. Having this awareness and experience will save you time and resources when looking for an external search firm to partner with.

Step 2: Why Partner with A Search Firm Instead Of Doing It Yourself?

Aside from the downsides to doing it yourself that I mentioned earlier, there are a number of additional reasons why allowing a well respected third party to manage and run your executive search process will yield better results. In addition to unrivaled candidate access and relationships, a search consultant or search firm you partner with can:

  • Collectively gather information from internal stakeholders to create a summary of ideal core competencies, gain trust and build consensus.
  • Remain unbiased during the research, interviewing and decision-making processes.
  • Conduct interviews to provide a fair and objective process for everyone involved.
  • Assure that candidates have fair representation in the interview process.
  • Garner buy-in across multiple internal stakeholders.
  • Decrease the time to placement / hire by circumventing internal obstacles and politics. 

A search consultant should serve as a trusted advisor to both a client and a candidate. Having an objective perspective as a search consultant, they can lead the charge and the process and instill confidence and trust within the candidate. When a search is conducted internally – candidates often will not trust the process for any number of reasons and therefore lose interest, shrinking the available talent pool. This distrust can manifest from any number of prior experiences including:

  • Mistreatment in a prior internal interview process
  • Losing the role to an internal hire / promotion (for cost hiring purposes)
  • Mishired and not a good fit culturally. 

The candidate experience is becoming more and more critical to finding and attracting senior leadership talent within the Public Sector. A third party search consultant represents both the client to the candidate and vice versa and will have everyone’s best interests top of mind throughout the entire cycle. When candidates are not selected to move forward for any number of reasons, an expert search consultant will assure that the candidate’s experience remains positive by offering additional coaching, feedback, etc. This in turn creates a favorable impression by the candidate and maintains a Municipality’s or Public Sector organization’s reputation. 

Another reason why senior executive candidates do not apply directly to positions is the risk of exposure to their current company which can damage their reputation and career aspirations. As a search consultant, I make sure that the entire search process remains confidential and candidates are informed of their status in a timely and discrete manner – regardless of the outcome. 

Once your Search / Recruitment Committee has selected a search firm to appoint your next senior executive, it is imperative to understand the process of how you will work together with a search consultant. 

Step 3: Understanding The Executive Search Process. 

To set expectations, an executive search process for selecting a new Chief Administrative Officer (CAO) or a Chief Executive Officer (CEO) will take roughly 6-8 weeks to complete. First, we interview Search / Recruitment Committees and the rest of Council / Board members to gain insight, get stakeholders actively involved and identify the core competencies (skills, traits, qualities) of the ideal candidate. When completed, this reveals the summary of the most important core competencies, which are then developed and approved by the Search / Recruitment committee and built into a position profile. 

Next, as a search consultant, we go to market to research, find, engage and source candidates that align with these competencies. Our team will often consult with my confidential advisory committee of current and past successful Municipal and Public Sector executives seeking potential referrals for candidates. Typically this initial research will yield approximately 80-100 candidates, who are then scored and ranked against the competency matrix through a round of initial interviews and either moved forward or withdrawn from the process. After this initial screening and research phase, I match the best candidates that align with both the required experience and core leadership skills, resulting in roughly 8-10 top candidates ready to be presented to the Search / Recruitment Committee. 

At this point, a truly experienced search consultant will continue to manage and facilitate the interview process between candidates and the search committee. By facilitating panel interviews as a moderator and coaching stakeholders on key questions to ask, a search consultant will make sure that the process remains fair and equitable. This also avoids any possibilities for potential conflict internally and eliminates favoritism and bias. 

We would then work with Search / Recruitment Committee stakeholders to build consensus of their top 3 candidate selections. Once further interviews are conducted and a finalist is chosen, we also recommend a unique psychometric assessment expert to conduct an independent assessment of the finalist candidate. I will conduct final reference, credential, criminal background and social media checks. An offer is then extended to the candidate who will then either negotiate or accept. 

The above process is an example of a typical search process that has been successful on many occasions in hiring senior executives, however each process is tailored to clients’ specific needs and agreed to in advance. We constantly strive to improve our processes and do so based on feedback from clients. 

It is our understanding that the average tenure for a Chief Administrative Officer / Chief Executive Officer in the Public Sector is roughly 3-5 years. If you have any questions regarding the Canadian marketplace or are considering a new executive hire to your leadership team, I am happy to answer any questions you may have. Below are a list of our current searches that we are working on:

Some of Our Past Successful Searches Include:

  • Chief Administrative Officer – City of Pickering
  • Chief Administrative Officer – City of St. Catharines
  • Chief Administrative Officer – Township of Uxbridge
  • Chief Administrative Officer – Town of Niagara – On – the Lake
  • Chief Administrative Officer – Region of Waterloo
  • Chief Executive Officer – Burlington Public Library
  • Chief Executive Officer – St. Catharines Public Library
  • Director, Economic Development Services – City of Oshawa
  • Director, Planning Services – City of Oshawa
  • Director, Transit Services – Region of Waterloo
  • Director of Municipal Works – City of Niagara Falls
  • Director of Operations and Environmental Services – Town of Ajax
  • Director of Communications – City of Cambridge
  • Director of Information Technology – Ontario Motor Vehicle Industry Council (OMVIC)
  • Director of Finance – Ontario Motor Vehicle Industry Council (OMVIC)
  • City Manager – City of Cambridge
  • Senior Manager, Economic Development – Town of Whitby

About The Author

Kartik Kumar is a Partner at Legacy Executive Search Partners and has over 15 years experience in successfully executing 250 projects within the Public and Private Sector industry segments, including Municipalities and other Broader Public Sector organizations. Kartik has a Bachelor’s in Business Management from Ryerson University and an accredited certification in Diversity and Inclusion from Cornell University.

Prior to joining Legacy Executive Search Partners, Kartik has held several Managing Director and Partner roles within large national and international executive search firms. He has successfully developed an executive search practice across Ontario and Canada within Municipal Government and the broader Public Sector.

Contact Kartik Kumar at [email protected] for Senior Leadership Recruitment within the Public Sector across Canada. 

Share

Considering a SaaS Platform for Citizen Request Management? Here are Some Key Questions to Ask

Local governments are continually looking for ways to streamline their operations. But with increasing citizen demands for more modern and accessible digital services, along with limited and declining budgets, bridging all of these needs can be a challenge. A growing number of municipalities are moving to manage these challenges by adopting Software-as-a-Service (SaaS) platforms for core operating functions.

In this article, we take a look at some of the key things to consider when selecting a SaaS solution specifically to underpin your citizen request management process.

Does the Service align well with your operational needs?

The answer to this question obviously needs to be a resounding yes, however when evaluating cloud-based citizen request management solutions it is critical to start with a clear understanding of what your true needs are – both immediate and longer term. First and foremost, preferred solutions should be designed from the ground up with the needs of local governments in mind for the best chance of a successful implementation. Where not the case, adaptation to your process requirements will likely be more difficult and prone to failure. Be equally wary of solutions that offer feature functionality that you can’t or won’t actually use as this will normally drive unnecessary cost, and also lead to sub-optimal usability and poorer uptake by staff. To fully benefit from the cost savings promised by moving to the cloud, also look for solutions that include tools that can be used by trained administrators within your organization to configure and customize the SaaS solution to your specific requirements without costly custom software development.

What considerations exist to keep the citizen fully engaged in the Service Request Management process?

In all aspects of local government operations, citizen engagement as a strategy to create better and more livable communities is seeing increased emphasis. Yet too often citizen involvement in the service request management process takes a back seat to internal tracking against the municipal assets that the requests relate to. Solutions that keep citizens at the forefront will leave them feeling well served and more compelled to contribute to the process. For example, a well-designed citizen request management platform should support multiple channels for the purpose of accepting requests so that citizens can interact how and when it works for them. Solutions should also be mobile friendly, automate communications for real-time status updates, respect WCAG guidelines for accessibility, and include on-line capabilities for citizens to view and comment on the requests they raise.

What do the SaaS vendor’s track record and reputation look like?

As is the case with any product or service purchase, an understanding of a vendor’s previous experience is a great leading indicator or whether their offer is right for you. When it comes to citizen issue tracking, look for companies that have been around for several years and that can demonstrate success with local governments having similar operations to your own. Speaking directly with appropriate reference customers should be a given. Credible software review sites like G2 and Capterra are also highly useful to gauge customer experience and success and to compare the different options that are available to you.

What happens to my pre-existing data?

If you are currently using an on-premise system for citizen service requests or have other sources of data that you have invested in over time, it is worth understanding the potential and ease with which this data can be preserved. Ideal solutions will provide administrative tools to simplify the data import process. And where source data needs to be cleaned or transformed to make this possible, your SaaS solution vendor should be able to provide professional services expertise to support required ETL efforts.

Can I take a graduated approach to switching over?

Setting aside the many benefits of a cloud-based solution, new technology will always involve change for your staff and, for this reason alone, you might be interested in starting small and evolving the use of the new platform over time. For managing citizen service requests, solutions that you consider should easily support adoption by a single department or limited number of users in parallel to other departments continuing with existing processes. This can reduce risk, provide an opportunity for user feedback and help to validate the business case for other departments.

What assurances can the vendor provide regarding security, performance and resiliency?

Continuity of your operations and security of your data are critical considerations, and a cloud approach necessarily involves placing trust in your selected vendor to have these in hand. For vendors with any significant customer base, the good news is that these requirements should have received a lot of attention and certified experts will likely have been involved in architecting and securing the hosting environment. But given the nature of citizen request data, you will want to make sure that an acceptable privacy policy exists and that handling of personally identifiable information is understood. It is also important to know what safeguards exist against DDOS attacks or other malicious behaviours, and whether redundancy exists for high availability and disaster recovery purposes. And finally, you will want to ask questions about data backup procedures that are in place, including frequency and location.

How well is integration with other systems supported?

If you find yourself in a position where you need to integrate the citizen request solution with other back-office systems, ask how these integrations can be supported for your unique use case. The principal needs are for the vendor to provide open APIs that allow for secure data exchange between systems, along with professional services to support these efforts. If a vendor has created pre-built connections to leading application integration hubs like Zapier even better as this could greatly reduce the effort and cost involved.

What onboarding, training and support resources are provided?

No evaluation would be complete without gaining a high-level of confidence that onboarding will go smoothly and that your vendor will be there to support your success with the selected citizen request management platform over the long term. Mature vendors will employ a customer experience team and provide a proven process to get you up and running quickly, train your administrative personnel and end users, and guide you through branding and configuring the solution to meet your specific needs. Also look for a searchable online knowledge base where answers to common questions can be found, and a robust and responsive ticketing process for situations where additional vendor expertise is needed.

What are the details of the pricing model?

A clear benefit of moving to the cloud is that it avoids any upfront CAPEX spend when municipal budgets are tight, however the SaaS solution that is right for you should result in lower total cost of ownership over the long term. Costs for available citizen request management solutions are highly variable so, first and foremost, look for a service that is priced right for the operating scale of your municipality. Depending on the simplicity of the pricing model, costs may vary based on metrics like user counts, data storage requirements, transaction volumes or number of modules included. As discussed above, your use of the platform could very well expand over time and any potential price increases should be easy to understand and reasonable.

Share

Free Webinar – Connecting Through Story

Connecting Through Story

Our digital world is busy, and it’s easy to feel overwhelmed by information. How can we cut through the noise and communicate effectively? The short answer: storytelling. Research tells us people learn by relating a story to their own experience. Stories bring people together, build relationships, and create context.

Learn how stories put life into your communications, giving you a much better chance of keeping your audiences engaged.

Jun 24, 2021 12:00 PM in Eastern Time (US and Canada)

Register here

By: Wavelength Communication Skills Training

Share

How to Persuade Employees to Embrace Records & Content Management

Records and Electronic Content Management (RM/ECM) solutions increase effectiveness, efficiency, and compliance with regulations. A big challenge can be to convince employees to actually use the new software. Unfortunately, nearly a third of RM/ECM migrations fail due to a change management issue.

Issues can arise in a number of forms, such as: 

  • Employee fear. Employees may be afraid that they will lose their jobs because the new system will make them redundant. Such employees may be actively hostile to the change and attempt to sabotage the transition; 
  • Employee routine. Some employees may have worked with a paper-based records management system for decades and be very comfortable with it. These employees may be hesitant to change their routine if they believe that they will be unable to work with the new software;
  • Key people averse to change. Even if the majority of employees are willing to change, the transition may not work if key members of the team aren’t. If the team lead or an otherwise respected or admired employee refuses to change, this attitude may spread to other would-be RM/ECM converts as well; 
  • Employers not putting the time in and/or abandoning the project. Managers can be very busy and if they don’t see quick results they may stop pushing for employees to adopt the RM/ECM solution and move on to their next project;
  • No culture shift. Switching to an RM/ECM solution is a big shift, not only in terms of efficiency and effectiveness but also in how employees think of their work. In an RM/ECM system information can be easily shared across departments, eliminating silos. RM/ECM solutions also reduce the need to print information. If employees don’t adopt these new ways of thinking it can be problematic;
  • Non-supportive software vendors. Vendors are often unaccustomed to working with local governments and don’t realize their unique needs. These vendors may be unwilling to shift their policies or customize their software to meet government requirements.

Luckily, Ricoh has over a decade of experience working with local governments and boasts the ability to implement efficient and effective transition processes. We recognize when local governments perform this transition well. One particular municipality who excelled in its transition to RM/ECM was the Township of Springwater, Ontario. Springwater implemented several of our best practices as it: 

  • Created a team including members from different departments who met frequently and discussed desired results. This ensured that the departments could request the functionalities that they needed;
  • Started the transition process from the top down. First they convinced the council to switch over to the new system, then senior management, and so on. This ensured that employees weren’t change-averse due to the attitudes of those above them. Employees could also ask their superiors if they had any questions about the system. As the superiors had received training first, they were able to effectively answer these questions;
  • Maintained open communication. Springwater regularly polled staff to learn of any questions or concerns about the software and allayed any issues. This also involved assuring employees that the RM/ECM solution would make their lives easier and not harder as some of the monotonous tasks they did before could now be automated, allowing them to focus on more important things;
  • Addressed the culture shift resulting from the transition. Springwater’s transition team spoke to each department about their current information silos and how that would change as information became easy to share. The team also spoke to employees who were used to piling paper on their desks and explained to them how the new system would make their lives easier; 
  • Replicated the old filing structure within the new repository so that employees would feel comfortable with working on the electronic records. Springwater also kept the paper records during the beginning of the transition process until employees were sufficiently comfortable with the new system and saw that the paper system provided no benefits; 
  • Arguably most importantly, Springwater decided to work with a knowledgeable RM/ECM vendor – Ricoh! As Ricoh is extremely experienced in working with local governments and creating custom solutions, Springwater received exactly what they needed. Ricoh provided extensive support throughout the transition and ensured that everything was running as requested. 

Effective RM/ECM solutions make employee lives easier and allow them to work faster. However, employees often need to be convinced of this fact. Follow Springwater’s lead and persuade your employees to adopt RM/ECM. We’ll help you do the rest.

Share