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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Use an Online Bulletin Board to Introduce Yourself to Team Members

Posted by Emily Morgan on Sep 21, 2016 9:34:23 AM
Emily Morgan

The Problem

A client beginning service with Delegate Solutions was paired with our Strategic Support Team. He wanted to break the barrier between himself and our team, needing to express his previous awards, publications, and accolades.

The Solution

A dashboard that allows users to post links to their various documents and webpages was the solution for our team and the client to get to know each other. That platform was Postwire. It acts as a visual collective in which the client was able to post links to his previous works. This included grants, fundraising opportunities he spearheaded, and even provided a breakdown of the client’s working style.

The Result

As our team got to know the client, Postwire helped solidify their relationship. Our team knows the client’s goals and passions. They understand what motivates the client, and they are able to use that to challenge him. In knowing his personality, our team can help the client be his best self.

How We Helped

Realistically, we’re going to give full credit to the client on this one. He built his own Postwire dashboard before our team started supporting him. This deck of his own making helped to streamline their get-to-know-you process.

Technology Utilized



Topics: Communication tools, Postwire

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