Building and tracking Success Plans
Expert 
Updated by Heather Wendt
Hello to the community! Happy Sunday!
I'd like to ask your advice on the best automation tools for building and tracking Success Plans. Our product is software for the moving industry and it's somewhat complex. At my previous work, I used Microsoft Project to track success plans but it was somewhat difficult to share with our customers and to update and track progress towards our customer's goals. If you've had experience with success plan automation, know of any tech tool I could start using, I would very much appreciate to hear your thoughts!
Best,
Erika
I'd like to ask your advice on the best automation tools for building and tracking Success Plans. Our product is software for the moving industry and it's somewhat complex. At my previous work, I used Microsoft Project to track success plans but it was somewhat difficult to share with our customers and to update and track progress towards our customer's goals. If you've had experience with success plan automation, know of any tech tool I could start using, I would very much appreciate to hear your thoughts!
Best,
Erika