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Rolling Out zlien: Communicating the Benefits

Charlotte McPherson

Recent Posts

How to Thrive When Your Boss is Never Around

Posted by Charlotte McPherson

4/12/18 8:57 AM

Your boss is out in the field or in meetings all day, everyday. When you do see her, she’s on the phone or busy with no time to talk. Your emails go unanswered and you never know when you’ll see her next. Sound familiar?

Some may think that a boss who is never around is a good thing, but that’s not always the case. An absentee boss means that they’re too busy to answer your questions, provide direction, and give approval, which can put you in a hard spot. Do you proceed and risk doing the wrong thing or do you wait until they are available (days or weeks later) and risk missing a deadline or delaying a project?  Playing this guessing game is neither fun nor efficient. Plus is means that you’re performance is at risk.

Although you can’t control your boss’ schedule, there are some steps you can take to prevent finding yourself in this bind (or at least have it happen less frequently).

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Topics: Best Practices, communicate, notice policy

Quick Tip: How to Export a List of your Documents or Projects

Posted by Charlotte McPherson

4/9/18 12:53 PM

Here at zlien, we understand there are times when you need to export information from your account. Whether that’s to make a pivot table in Excel or to print off a physical list, this article will walk you through how to download a spreadsheet of your data.

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Topics: training, Best Practices, new zlien

3 Proactive Tactics to Get You Paid

Posted by Charlotte McPherson

3/16/18 4:30 PM

Would you prefer a life vest to help prevent you from drowning or a lifebuoy after you're already in rough waters? Let's hope no one is drowning (or drowning in work), but it is important to consider your strategy for preventing tough situations.  These 3 tips will help your company take a proactive approach to getting paid quickly so you can stay afloat.

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Topics: Best Practices, communicate, customer relationship, preliminary notices

How accurate is your project information?

Posted by Charlotte McPherson

3/13/18 10:35 AM

Whether you gather data from your customers or research it yourself, getting the details wrong can put your company at risk. Just how accurate is your information? We've dug into our JobSight research data to give you some insight into the answer.

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Topics: Best Practices, jobsight

Top 3 underutilized zlien features that can increase your efficiency

Posted by Charlotte McPherson

2/14/18 10:18 AM

At zlien, we're constantly adding new features to help you save time and money.  This post covers three of zlien's most underutilized features than can help you and your team increase your efficiency.

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Topics: client success, Best Practices, new zlien

Top 5 zlien Resources to Read & Share with your Team

Posted by Charlotte McPherson

11/30/17 7:57 AM

When it comes to educating yourself and your team, there are so many places on zlien.com to find information.  We have thousands of pages of content. That’s helpful when you’re looking for something specific because chances are we have you covered, but how do you know where to start? That’s why I’ve compiled a list of the top 5 resources for you and your team.

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Topics: Best Practices, customer relationship, preliminary notices

zlien Customers Stay In the Know with these Online Resources

Posted by Charlotte McPherson

11/26/17 6:18 PM

We know how important it is to stay informed and up-to-date when it comes to protecting and growing your business. And that’s why we've put this list together of some of the best online resources. If there are others that you enjoy, let your account manager know and we can share them on here as well.

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Topics: client success, Best Practices

3 steps to market your zlien skills and grow your career

Posted by Charlotte McPherson

10/17/17 12:50 PM

 

In order to grow your career, it’s important that you’re able to communicate your worth. Yes, experience and skills are important but they only help if you can effectively communicate them to your boss or your hiring manager.

We often hear about companies looking for new employees who are proficient with zlien.zlien experience” pops up on job descriptions and some companies come to us to asking if we know anyone looking for new opportunities. So if you’re reading this, congratulations! You have experience that makes you more desirable on the job market. The trick here is that in order for it to help your career, others need to know about it. Whether you are in pursuit of a promotion or looking for growth outside of your company, here are 3 steps to market your zlien skills so can land your next role.

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Topics: client success, Best Practices

How to reach your goals with zlien

Posted by Charlotte McPherson

10/12/17 1:13 PM

 

There are a variety of reasons that companies come to zlien. Some are looking to take control of their receivables while others are looking to increase process and financial efficiencies. And often it’s a combination of factors that lead companies to look for a new solution. We understand that you are intimately familiar with your company and the challenges that you face day in and day out. Knowing that, this article isn’t going to focus on what you’re trying to improve. Instead, it will outline an actionable framework for making those improvements. A bonus is that this framework also makes it easy to share your success and progress with your manager and other stakeholders.

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Topics: client success, Best Practices

How to manage your team using zlien

Posted by Charlotte McPherson

10/5/17 4:29 PM

Over the years, the zlien community has grown significantly. As we head into the fourth quarter of 2017, our customer base is continuing to grow with construction companies spread across all 50 states.

Some of those customers are smaller shops with just one person in the office using the zlien platform. But others are medium to large businesses with many different team members and stakeholders that are using the platform. Some of these larger customers also have multiple locations, and may do business on regional or even a national basis.

(As a side note: Since many of our active customers have multiple users on the zlien platform, we actually have many thousands of users logging in to the zlien every day.)

We wanted to take a minute to give some advice to the members of our community that have multiple users or stakeholders actively using their zlien account. As we get to know each of you, we often learn about helpful “tips and tricks” some of our customers use to get the most out of their zlien subscription. And the User Success team is always looking to pass along best practices - really, any information that will help you leverage the zlien platform to do your job better, faster, and easier.

With that being said, here’s some advice that we’d like to share with you:

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Topics: client success, Best Practices, zlien dashboard