Page banner


Frequently Asked Questions

  1. How do I get started?
  2. What training do I need to get started?
  3. What are the benefits of certification?
  4. What support do I get from the Optimizer720 team?
  5. What does it cost?
  6. What if I need help with my project?
  7. Will I receive any sales and marketing support?
  8. What if I have a technical issue? 
  9. Will my logo appear on my Optimzer720 reports?
  10. Is my data secure and protected
  11. When are projects invoiced?
  12. When is payment due?
  13. How do I pay?
  14. What are the current Optimizer720 reports? Are there more in development?
  15. How many languages are available? Are more translations in development?
  16. What makes Optimizer720 unique?
  17. How can Optimizer720 benefit my client’s organization?
  18. What does the Optimizer720 survey measure?
  19. What was the process for identifying which Drivers and related Competencies could serve as a survey backbone?
  20. How do you interpret the data?
  21. What is the report debrief process?
  22. Who should see the whole Optimizer720 report? Do you sometimes share parts of it only?
  23. f
  24. f
  25. f
  26. f
  27. f
  28. f
  29. f
  30. f
  31. f
  32. f
  33. f
  34. f
  35. ff
  36. f
  37. f
  38. f
  39. f
  40. What is a Dashboard?
  41. f
  42. f
  43. f
  44. f
  45. f
  46. f
  47. f
  48. f
  49. f
  50. f

 

 


1. How do I get started?

It’s very easy. Let us know you're interested by calling Aron Pervin, Founder and President, at +1 (416) 360-0177 or John Marrett at +1 (514) 565-6720. To offer Optimizer720, you must be a Certified Advisor.

2. What training do I need to get started?

There are 4 E-Learning modules plus a few short quizzes. In about 4 hours you will acheive individual (not organization) certification.

3. What are the benefits of certification?

  • Gain access to the only business performance and transition readiness planning tool that allows you to simply, quickly, and visually identify the gap between strategy and execution, and get results … fast!
  • Deepen your client relationship using reliable, relevant and timely information on which to base important decisions that drive tangible, achievable and measureable results Provide recommendations that have a fast and measureable impact on performance;
  • Demonstrate professional credibility - you receive a designation that identifies you as a continuous learner and value creator;
  • Provide your clients with confidence that you know what you are doing and you are using the best practices to do it;
  • Give your clients confidence that the advice you offer is based on cutting-edge analytics and standards of quality;
  • Get help with specific issues from others in the Certified Optimizer720 Advisor community;
  • Be in a position to earn higher fees for implementation engagements; and
  • Be able to promote your existing services with an optional ad in our online Directory of Certified Optimizer720 Advisor community.

4. What support do I get from the Optimizer720 team?

Once you have completed the training, you will be set up with your own Dashboard which allows you to manage and monitor all your Optimizer720 projects. In addition, you will have unlimited access to our Technical Support Line at +1 (416) 360-0177 between the hours of 0900 and 1700 EST, Monday through Friday. And, for those requiring additional assistance, consulting help is available at an hourly rate.

5. What does it cost?

The cost is very reasonable. Optimizer720 is priced to provide clients with an exceptional ROI and certified advisors with an additional, potentially recurring, revenue stream. Complete details are available by calling +1 (416) 360-0177, or by sending an email to hello@Optimizer720.com with your name and company.

6. What if I need help with my project?

Our goal is to help you solidify your position with mid-sized and family enterprise clients by removing all barriers to your success. As an Certified Optimizer720 Advisor, you will have access to a wide range of materials that will answer most of your questions. By example, we will help you set up your first project, as needed, and every certified advisor receives up to two hours of free telephone support in their first six months, and unlimited technical support at +1 (416) 360-0177 between the hours of 0900 and 1700 EST, Monday through Friday.

7. Will I receive any sales and marketing support?

Yes, you will. Once you have completed the training you will have access to our customizable marketing materials (brochures, presentations, sample reports, proprietary marks and images, etc.)

8. What if I have a technical issue? 

Unlimited technical support is available by telephone at +1 (416) 360-0177 between 0900 to 1700h EST, Monday through Friday.

9. Will my logo appear on my Optimizer720 reports?

Yes it will along with your client’s name and logo. We have customized opportunities available for firms with multiple users.

10.  Is my data secure and protected?

All data gathered is securely and anonymously held by Optimizer Reports Inc. based on our Terms of Use and Privacy Policy

11. When are projects invoiced?

You will be invoiced for a project whenit is opened on your Dashboard.

12. When is payment due?

Payment is due on or before the date on which the project is closed to respondents, and the report and Interactive Webcube® are generated.

13. How do I pay?

Payment can be made online by major credit card or by bank transfer.  Each invoice from Optimizer720 gives you the option of paying directly by credit card or PayPal.

14. What are the current Optimizer720 reports? Are there more in development?

Currently Optimizer720 covers two organizational models: family businesses and non-family owned enterprises (small businesses, large corporations, etc.). New models will make their appearance in 2018 for use with not-for-profits and for sustainability studies.

Each model has a separately worded survey and report. The Optimizer720 PDF report displays a multi-faceted 720° picture of the surveyed business’ performance and transition readiness, as seen through the eyes of those who know the organization best: management, employees, customers, suppliers, Board members and other key stakeholders.

15. How many languages are available? Are more translations in development?

All surveys, invitation emails and reports are currently available in English, Spanish, and French. Translations will be created as required in collaboration with an Certified Optimizer720 Advisor. 

16. What makes Optimizer720 unique?

The Optimizer720 system allows you to take the guesswork out of planning.
It is the only business performance and transition readiness planning tool that allows you to simply, quickly, and visually identify the gap between strategy and execution, and get results … fast!
It allows you and your client to:

  1. Get the whole picture in one report
  2. Open the door to real communication
  3. Visualize the story created by the data
  4. Eliminate typical blind spots
  5. Make evidence-based decisions based on current reliable information
  6. Establish a culture of collaboration and change
  7. Immediately address achievable results
  8. Unlocks business value
  9. Align family and business
  10. Create an ongoing baseline

17. How can Optimizer720 benefit my client’s organization?

The Optimizer720 process enables decision-making to be based on evidence to:

  • Execute and monitor tactical and strategic planning;
  • Establish a performance baseline against which to measure change and improvement;
  • Drive sales and profits;
  • Align strategy with execution;
  • Measure and evaluate customer relationships;
  • Measure internal and external loyalty and engagement to company and brand;
  • Measure confidence stakeholders have in the way the family firm is managed;
  • Negotiate declining markets or rapid growth;
  • Improve enterprise performance;
  • Gain competitive advantage;
  • Assess alignment of owners, management and employees;
  • Drive organizational change: growth, reorganization, turnaround, introduction of new systems, agility, innovation, safety, changes in the market, leadership, liquidity event and/or estate planning;
  • Assist in the valuation and preparation a business for sale, merger acquisition or ESOP;
  • Provide owners/boards a standardized evaluation process for multiple enterprises;
  • Create positive scenarios for transition and growth planning, including controlled opportunities for next generation demonstration of talent and competence;
  • Develop beneficial initiatives that manage risk; and
  • Create a culture for continuous improvement.

18. What does the Optimizer720 survey measure?

 eee these drivers for family businesses ...

19. What was the process for identifying which Drivers and related Competencies could serve as a survey backbone?

 The business Drivers and related Competencies, including the Relationship Index, were developed out of the collective business experience and management consulting expertise of senior business advisor Aron Pervin and his colleagues, along with a thorough review of key assessment tools and appropriate metrics/indices/analytics. Numerous focus groups were held with a wide array of participants including accountants, lawyers, estate planners, consultants, academics, researchers, psychometrists, business owners and business managers/leaders. The survey questions were carefully and methodically tested and re-tested until a standard set of integrated reliable data was confirmed.

20. How do you interpret the data?

 

21. What is the report debrief process?

 

22. Who should see the whole Optimizer720 report? Do you sometimes share parts of it only?

 In general, results would be shared with everyone involved in the process. Parts may be withheld as appropriate.

23. What is a Dashboard?

 A dashboard is ...

24. What is a Dashboard?

 A dashboard is ...

25. What is a Dashboard?

 A dashboard is ...

26. What is a Dashboard?

 A dashboard is ...

27. What is a Dashboard?

 A dashboard is ...

28. What is a Dashboard?

 A dashboard is ...

29. What is a Dashboard?

 A dashboard is ...

30. What is a Dashboard?

 A dashboard is ...

31. What is a Dashboard?

 A dashboard is ...

32. What is a Dashboard?

 A dashboard is ...

33. What is a Dashboard?

 A dashboard is ...

34. What is a Dashboard?

 A dashboard is ...

35. What is a Dashboard?

 A dashboard is ...

36. What is a Dashboard?

 A dashboard is ...

37. What is a Dashboard?

 A dashboard is ...

38. What is a Dashboard?

 A dashboard is ...

39. What is a Dashboard?

 A dashboard is ...

40. What is a Dashboard?

 A dashboard is ...

41. What is a Dashboard?

 A dashboard is ...

42. What is a Dashboard?

 A dashboard is ...

43. What is a Dashboard?

 A dashboard is ...

44. What is a Dashboard?

 A dashboard is ...

45. What is a Dashboard?

 A dashboard is ...

46. What is a Dashboard?

 A dashboard is ...

47. What is a Dashboard?

 A dashboard is ...

48. What is a Dashboard?

 A dashboard is ...

49. What is a Dashboard?

 A dashboard is ...

50. What is a Dashboard?

 A dashboard is ...

Top of page
 

QUICK LINKS

Product Solution
Process Solution
Join Our Network

720
© 2017 Optimizer Reports Inc. All rights reserved.
Privacy | Terms of Use

CONTACT

+1 (416) 360-0177

EMAIL US