As a management services company, we have a primary focus of creating relevant services for our customer.

Today, we structure these as follows (https://aventureworks.com/management-services/):

• MIS Management
• Business Intelligence (BI) & Reporting
• Business Valuation
• Customer Profitability Analysis
• Business Process Improvement
• Team Management

With this in mind, we have created a new tool (https://8020powergrid.com/) and are struggling to incorporate it into our overall service offerings and / or develop a parallel set of services or programs focused first and foremost upon it.

At the same time, of course, the global economy has been rocked by COVID related activities as well as having undergone a series of shocks and trends, e.g., inflation and threats of same).

As such, we would like to survey companies in our target industries (primarily field services such life safety, fire prevention, etc.) to get an actionable insights into their current situation, what their expectations of the future are, what their most pressing urgent needs are, what services best align with those need, etc.

While we have strong ideas about what questions should be on the survey, how long (or short) it should be, etc., we recognize that survey design itself might be something of interest to the student or instructor and so we are open to including that aspect into a project.

The core requirement of the project though is outbound calling of small/medium-size business owners in order to complete the surveys.

We also realize that statistical compilation of the data, including the creation of presentation graphics might be of interest to the student or instructor and so we are again open to including that aspect into the project.

Lastly, we realize that creation of an online survey form for the students to enter the data that might be of interest to the student or instructor and so we are open to including that aspect into the project. ***HOWEVER*** in no case, will the project be structured to have prospective customers complete the surveys online by themselves.

The primary deliverable though will be a spreadsheet containing the customer data originally provided as well as the answers to the various survey questions.

I will be working directly with students on each agreed phase or aspect of the project. I expect that we will huddle, scrum style, per agreed schedule (e.g., weekly at set time). Within scope of project agreed upon with instructor, I will work with student/team to develop agreement on what project success means, principles we will abide by and what the no-no's are. I will be available by phone, chat and email within normal business hours for any help that may be required. It's hard to imagine a situation where emergency would be put into play but if there would be one, the instructor and students will have my direct number and can call or text at any time. At the outset, I would like to understand what the instructors' expectations are and what the students' expectations are so that we can design, build and execute a win-win project.