People close actions - systems support the people. A good action management system should stay out of the way as much as possible - we've never met anyone whose day job was 'action closer' - you've all got other stuff to do.
Keys to a good user experience are:
That last one is critical - having a good audit trail is good practice, but it's also implicit in just about every piece of legislation governing how organizations operate.
There’s a lot of other stuff we could have covered here – reporting is always a major requirement and we just don’t have the space to list all the ways that spreadsheets aren’t very good at that.
Customisation is often a dirty word – organisations have different ways of defining their actions and workflows and ideally any system you use should be capable of being tailored by you, out of the box, without having to reopen negotiations with an expensive software vendor every time you need a change.
I hope you enjoyed this 'fly by' - If you're interested in finding out more about what Pisys could do to help you manage actions more effectively we'd be happy to show you our rather lovely Action Tracker which has been used for High Governance action tracking since the turn of the century !