Program Preference You need to select an item to continue
Help me identify a solution What Are Your Company’s Goals For The Year?
What Needs To Change In Your Company To Meet These Goals?
What Skills Do Your Staff Need?
What challenges or bottlenecks are currently hindering your progress toward this year's goals?
Based on what’s most important, choose one part of the business that could help you get past the challenges. (Choose one from below.)
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I know what solution I need You need to select an item to continue
Sales
What channel you use to sale your products/services? Direct Customer Direct Customer and Reseller Reseller and distributor only
Do you use any dealer/reseller management system? Yes No
Name of the ERP/ CRM software? Provider?
What is your current sales challenges?
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Marketing
What channel you use to market your products/services? Direct Customer Direct Customer and Reseller Reseller and distributor only
Do you use any dealer/reseller management system? Yes No
Name of the ERP/ CRM software? Provider?
What is your current marketing challenges?
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Customer Service
What channel you use to market your products/services? Direct Customer Direct Customer and Reseller Reseller and distributor only
Name of the ERP/ CRM software? Provider?
What is your current customer service challenges?
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Project Management
What channel you use to market your products/services? Direct Customer Direct Customer and Reseller Reseller and distributor only
Are you planning to manage external/internal projects? External Internal
Name of your current project mgmt software? Provider?
What is your current project management challenges?
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Others Name of your current solution providing company?
How soon you need this solution?
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CRM
What channel you use to market your products/services? Direct Customer Direct Customer and Reseller Reseller and distributor only
Name of the ERP/ CRM software? Provider?
What is your current customer service challenges?
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Tell us about your company The business information you provide in this form is optional and kept private and will be used to determine your eligibility for various current and future government funding programs.
Industry Retail Manufacturing Home Services Construction Professional Services
What types of customers do you typically serve?
What sorts of things do you do for your customers?
What's the origin story behind the company?
Company Type Corporation Sole-proprietor Partnership
How many years you are in business?
What is your yearly revenue Less than $500K More than $500K between $1M-5M $5M+
Lean Practice We practice lean We are planning for Lean Implementation
SR&ED Tax Incentives We have claimed in the past We are planning to claim Not sure
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Production/ Lean Management
Is there any specific area of business you want to improve using Lean? Cost Productivity Customer Service Inventory Procurement Quality Supply Chain
Name of your current production management software? Provider?
What is your current Production challenges?
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Inventory/ Supply Chain Name of the ERP/ CRM software? Provider?
What is your current Inventory/ Supply Chain challenges?
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Accounting/ Taxes Name of the SR&ED software? Provider?
What is your current Accounting/SR&ED main challenges?
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General A.I (Artificial Intelligence) Please list the top five tasks you want the AI to handle
Please select the name of the primary office software application Select Microsoft Office Google Docs Others
Please select the name of the primary email client for work Select Microsoft Outlook Gmail Others
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Last step
Enter your information
Title Owner/CEO/President General Manager/ Manager Project Manager Director Others
If you decide to move forward, when do you think would be a good time to start the solution? Immediately Within a month Within 2 month Within 3 month
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