Used properly, project management services can do more than keep your project on track. When integrated properly with time-keeping, billing, and communication platforms, it's possible to streamline management and business development activities giving you more time to focus on your projects and create the best experience for your clients. We'll discuss
- Recognizing and avoiding pitfalls in the selection process
- Setting up your services effectively
- Integrating multiple services into your daily processes
- Being poised to evolve as your business and client support needs change
This presentation was given at the 2013 Society for Technical Communication Summit as part of the Management Progression.
3. What we’ll discuss
• Recognizing and avoiding pitfalls in the
selection process
• Setting up your services effectively
• Integrating multiple services into your
daily processes
• Being poised to evolve as your business
and client support needs change
• Q & A
@ContentNotes, @LouellenC
5. @ContentNotes, @LouellenC
Does this integrate
with my billing
system?
How
can I share
my data easily?
Which file version is
the most current?
Where are we at?
Which service should you choose?
6. @ContentNotes, @LouellenC
• Focus
• Bells & whistles
• Scalability
• Ease of use
• App integration
• Platform support
• Export options
• Cost
Considerations
10. Establish a process
@ContentNotes, @LouellenC
• Set up the system as YOU want it
• Train your staff and clients
• Create a broad, yet specific
template
• Use the tools religiously
• Lessons learned every time
• Adjust your project templates
14. Be prepared for change
• Schedule backups
• Archive and export projects
• Stay on top of housekeeping
• Evaluate what’s out there
• Be flexible
• Don’t panic
@ContentNotes, @LouellenC