Site Assessment Frequently Asked Questions

1. What is the purpose of the site assessment – how do I know I am ready for an assessment?

The purpose of the site assessment is to get your questions answered that are specific to your location(s) and your organization’s needs. It gives you a chance to ask specific questions that may not have been covered in our blogs or documents on the website. 

2. How long will the assessment last?

Our assessments are 20 mins in length. 

3. What specific features of the solution will be covered during the assessment?

In the “message” field of the form, if you specify which products/solutions you are interested in or what problem you are trying to solve, we will tailor the assessment to give an overview of those items. Based on your questions and our conversation during the call we can dive in as deep technically as you would like or we can keep the call high-level. 

4. Will I have the opportunity to ask questions during the assessment?

Yes. The call is for you so while our Regional Manager will be asking you questions to be sure they can offer the best information, you may ask all the questions you want. 

5. Will the assessment be customized to my industry or business needs?

Yes. The more information you provide to us in the form on the assessment sign up page, the more we will tailor the assessment to your specific situation.

6. What do I need to prepare or bring to the assessment?

Show up at the time arranged is all you need to do. Our team is well experienced in providing assessments for clients early in their discovery phase right through to exact technical and financial specifics. We will tailor it to the audience you bring.. You are welcome to have one person as the information gatherer or your full committee on the assessment call – whatever works best for you.

7. Can I invite colleagues to join the assessment?

Yes. The Teams link and calendar invite will allow you to invite additional people.

8. How do I sign up for the assessment?

Please fill in all the information here. If you don’t know the answer to the required information, put “n/a”. We only require a name and an email address to move the assessment process forward for scheduling.

9. What happens after I sign up for the assessment?

Your information is emailed to our coordinator who assigns your assessment to the territory manager in the same region as your organization is based. The coordinator will check that territory manager’s schedule for available times and email you back to coordinate the assessment call that will fit your schedule as well.

10. Will there be a Q&A session at the end of the assessment?

Yes, and you are welcome to ask questions all the way through the assessment.

11. Who will be presenting the assessment?

A member of the Systems With Intelligence team who is knowledgeable about our products and services will lead your assessment.

12. Can I see a recorded version of the assessment if a member of my team cannot attend the live session?

We can record the session for you and send you a link to the recording after the session for any of your colleagues who were not able to make the call.

13. How is the assessment conducted (e.g., via Zoom, Microsoft Teams, etc.)?

It will be over a Teams video call.

14. Will I receive any materials or resources after the assessment?

Yes, you will receive a recording of the call as well as any datasheets or documents mentioned during the assessment.

15. Is there a cost to attend the assessment?

There is no cost to attend and there is no obligation to buy from SWI.

16. How will the assessment address my specific business challenges?

Based on the information provided to us when you fill out the assessment form and based on your answers to the questions on the call – we will be able to provide a assessment specific to your organization’s situation.

17. Will the assessment include a walkthrough of the entire software platform?

No. The first assessment is more of a discovery call. Once we understand more of your specific needs, a deeper walkthrough will be possible.

18. How do I schedule a one-on-one follow-up after the assessment?

You will be given the sales person’s name, email and contact details during the call. You are welcome to follow up with them at any time.

19. Can I get a hands-on trial of the solution after the assessment?

Generally yes. This will have to be arranged once we understand more about your organization.

20. How will my data be handled during and after the assessment?

You may receive periodic emails and our company letter, either of which you can opt out of at any time.

21. Will there be any technical requirements or compatibility issues I should be aware of?

Not for the assessment. We just need you to have a reliable internet connection so that our Teams call runs smoothly. We’d suggest a headset and mic so you can hear us and speak to us without any audio interference.

22. Can I get access to case studies or success stories from other customers after the assessment?

Yes. We have case studies readily available today – just register here and you can download them.

23. How often will I be contacted after the assessment?

We will contact you to review how the assessment went and to see if you have any more questions.

24. Will I be added to any email marketing lists after attending the assessment?

You may receive periodic emails from SWI and our company letter, either of which you can opt out of at any time.

25. Can I specify my preferred method of communication (e.g., email, phone, etc.)?

Yes.

26. Will I be contacted immediately after the assessment, or is there a waiting period?

We will ask you what the best next step is after the assessment is over and will contact you on your terms.

27. Can I opt out of follow-up communications if I'm not interested?

Yes. You can easily unsubscribe from any of our company’s email communications.

28. Who specifically will be contacting me after the assessment?

The same SWI employee who led your assessment.

29. Will the follow-up communication be personalized or automated?

Our email marketing is automated based on your industry. Our monthly company newsletter is automated. Our sales person follow up is personal and 1:1.

30. What type of information will the salesperson be asking for during follow-up?

We will ask you about your monitoring requirements, what you would like to see from a monitoring system and what types of assets you want to monitor.

31. Can I schedule the follow-up call at a convenient time for me?

Yes.

32. Will my contact information be shared with third parties or used for other purposes?

No. SWI will not share your information with any third party.

33. My questions haven’t been answered, is there someone I can contact before deciding to book an assessment?

Yes. Please contact info@systemswithintelligence.com and let us know that you have some questions about the assessment before you decide if you would like to sign up. Someone will get back to you within 24hrs.