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Role | Responsible Parties | Responsibilities |
Responsible | Service Leadership, relevant department heads | Identifying the need for new tools or replacements based on performance metrics, team feedback, market evolution, scalability, and flexibility. Leading the evaluation process, including requirement gathering, market research, feature comparison, trial, and testing. Submitting a detailed proposal for final approval, including objective, impact analysis, cost-benefit analysis, and user feedback summary. Planning and executing the rollout, implementation, onboarding, and stabilization periods. Seek the Learning & Development team’s support to create relevant training courses. Establishing ongoing support systems and administration guidelines.
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Accountable | People Care | Evaluating proposals and providing final approval for tool acquisition or replacement. Ensuring compatibility with existing infrastructure, adherence to security policies, and budget alignment. Supporting the rollout planning and implementation process, as required. Seeking CEO approval when tool acquisitions or replacement costs exceed $10K/year. Conduct annual reviews of tool & subscriptions’ relevance
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Supportive | End users, relevant stakeholders | Providing input and feedback during the evaluation process to ensure tools meet their needs. Participating in training sessions and onboarding activities to facilitate smooth adoption. Reporting any issues or concerns regarding tool performance or usability for timely resolution via an open channel for the said tool.
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Consulted | Potential users across different teams | |
Informed | CEO | |
Most commonly used:
Tools
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1Password - Password Manager
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Ask Nicely - CX Scoring
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Confluence - Wiki and collaborative documentation
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Google Workspace - Collaboration suite
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Grammarly
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HubSpot - CRM & Marketing
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Kantata (Mavenlink)
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Leapsome
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Loom
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PandaDoc - Signature & collateral
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SignatureSatori - Email signatures
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Slack - Group communications
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Timetastic - Leave management
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Xero - Accounting
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YouCanBookMe
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Zapier - App connector
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Child pages (Children Display) |
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Subscriptions