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Getting the most from your
project management services
Louellen S. Coker Content Solutions
Finding your speaker
Web: www.yourcontentsolutions.com
Blog: www.yourcontentnotes.com
LinkedIn: louellencoker
Facebook: ContentSolutions
Twitter: @ContentNotes, @LouellenC
YouTube: ContentSolutions
Slideshare: ContentSolutions
@ContentNotes, @LouellenC
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
The selection
@ContentNotes, @LouellenC
@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?
@ContentNotes, @LouellenC
• Focus
• Bells & whistles
• Scalability
• Ease of use
• App integration
• Platform support
• Export options
• Cost
Considerations
The set up
@ContentNotes, @LouellenC
Capture your process
@ContentNotes, @LouellenC
Create a template
@ContentNotes, @LouellenC
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
The integration
@ContentNotes, @LouellenC
@ContentNotes, @LouellenC
The evolution
@ContentNotes, @LouellenC
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
Writing Design Web Solutions
Questions?
www.yourcontentsolutions.com | 972-987-0567
@ContentNotes, @LouellenC

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Getting the most from your Project Management Systems