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INDEPENDENT BUSINESS APPLICATION

RelataLoop

Keep the context behind the relationship.

What it helps you do

Organize relationship information and follow-up so the next interaction starts with a clearer understanding of the people involved.

Who it is for

Teams evaluating this workflow for their business.

A representative workflow

  1. Review the task and information involved.
  2. Walk through the application against a representative business scenario.
  3. Agree on configuration, connections and handoff.

Setup and current scope

Confirm the current product scope, required connections, deployment and licensing during a walkthrough. Integrations and implementation responsibilities are scoped individually.