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Management Software Self Assessment Form
Business/Organization
*
Industry
*
Number of Employees
*
Contact Person
*
Position
*
Email
*
Phone
What are your primary management software goals and objectives?
Lower Costs
Save Time
Reduce Labour Hours
Streamline Operations
Streamline Workflow
Automate Processes
Reduce Paperwork
Automate Forms and Records
Reduce Repetitive Tasks
Reduce Redundancy
Centralize Management
Automate Administrations
Increase Oversight
Compared to competitors in your industry, would you rate your adoption and utilization of management and automation technologies to be:
Higher than Average
Average
Lower than Average
Would you consider your business to be digital and automated or manual and paper based?
Digital/Automated
Manual/Paper
In Between
Not Sure
What technologies do you currently utilize?
Computers (Standard)
Computers (Commercial)
Cloud Computing
Servers
Mobile Devices
High-speed Internet
SAAS Software
Custom Software
Robotics
Other
Do you currently utilize any management or automation software in the following areas:
Forms and Records
Yes
No
Plan to
Document Management
Yes
No
Plan to
Administrations
Yes
No
Plan to
Accounting and Finance
Yes
No
Plan to
Sales and Estimating
Yes
No
Plan to
HR/Employee Management
Yes
No
Plan to
Project Management
Yes
No
Plan to
Operations and Production
Yes
No
Plan to
Employee Scheduling
Yes
No
Plan to
Inventory Management
Yes
No
Plan to
Equipment Management
Yes
No
Plan to
Safety and Compliance
Yes
No
Plan to
Logistics and Transportation
Yes
No
Plan to
Which areas of the business would you like to streamline or automate?
Forms and Records (Please describe):
Document Management (Please describe):
Administrations (Please describe):
Accounting and Finance (Please describe):
Sales and Estimating (Please describe):
HR/Employee Management (Please describe):
Project Management (Please describe):
Operations and Production (Please describe):
Employee Scheduling (Please describe):
Inventory Management (Please describe):
Equipment Management (Please describe):
Safety and Compliance (Please describe):
Logistics and Transportation (Please describe):
What is your most time consuming task or process?
What is your most labour intensive task or process?
What are your most repetitive and redundant tasks or processes?
In general, how would you like to improve your business, management, operations, workflow? What are some areas of concern?
Other Comments or Notes
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