As someone who works at a digital agency, you understand the importance of having real visibility over your projects - it’s essential for tracking profitability and meeting deadlines.
Having a smart and flexible system in place that lets you keep an eye on everything in real-time is a surefire way to avoid scope creep catastrophes and keep you and your clients happy!
With 60% of your projects being completed in less than 6 months, it's important that your team is working collaboratively and effectively - otherwise, you might miss critical deadlines which ultimately affects your bottom line.
Here are 3 simple ways of using smart automation technology to help you manage your team projects with greater visibility (and accountability):
Get a complete log of your team’s appointments and commitments by synchronizing your Google or Exchange/Office 365 Calendars. It will allow you to see everything your team has scheduled, including their external calendars, and understand how busy they are right now, and how busy they’re going to be in the future. That way, you can be proactive and make sure everyone is spending their time wisely.
You’re busy - so the thought of locating client information hidden within lengthy email threads is as painful as it sounds. That's why you need a Team Inbox where all client-related communication is automatically stored for anyone to search or access at any time.
Juggling several projects at once can be hard work, but not if you’re smart platform has a Team Scheduling dashboard. This feature allows you to drag and drop tasks into a team member’s calendar, or reassign them work you no longer have time for. Being able to see who is busy (or free) in real-time ensures everyone at your agency is always working efficiently.
Easily build and customize your team schedule by adding tasks as needed, and estimate the time you think it will take you to complete each one. The system will automatically adapt as your work does, giving you an effortless and clearer picture of your team's workload - so everyone has more time to spend doing the work they love! Ready to give it a try? Click here to sign up for a free trial of a smart platform today.
