Tips and Tricks - page 7
Ok, so you have a super-critical process which is important for all of your clients. You can stress out about it and keep it all in your mind, in your email, post it all over your desk and walls, even put notes on the palm of your hand – and you can still miss something. The first thing you’re going to miss is control over your process, over what your team is doing, which task has what status. You’ll never see it clearly with ordinary tools, unless you carefully fill out a relevant Excel file, for example. And this, unfortunately, takes time. And we all need more than 24 hours in a day to finish all tasks.
When you want to set up a business process really quickly, you need a solution that will be specially designed for that, as is the case with Comindware Tracker, for example. This is a really simple solution: when it comes to creating a complete process management infrastructure for your company. Comindware Tracker opens in your browser window. If you chose the Cloud version, then your Comindware Tracker is ready to work with. It suffices to register here.
Please note that in this case your Cloud version of Comindware Tracker will be free for you for next 30 days. Data can be easily exported from the solution into Excel and Word, so even when you start working with the solution, you are not restricted in any way.
Whether your company provides services or manufactures goods, it still needs to communicate with other companies. This is two-way communication – you sell something and you buy something. In today’s topic, let’s leave aside the process of selling your goods and services to the customers and focus on the purchases by your company. And, as always, I’m going to review the invoice approval workflow using a real-life example.
When budgeting for household expenses, I make sure to allocate an amount for unexpected expenses – school projects, allergy medication and leaking roof, among others. If a high-ticket purchase needs to be accommodated, the husband and I sit down to talk about it.
Change requests, claims, software bugs, help desk tickets, various approvals (invoice, capex), employee records are all simply different types of requests and each of them needs its own request form with fields which are important to process the request. Whenever we have a new type of request, we need to build a new form for it.
We often consult our clients in the area of process management. We are most frequently asked to help tune the performance of internal company processes. Usually, in this case, the company has enough professionals, enough funds and time. Yet in any case contracts fail from time to time. What is wrong in this case?
There’s a one-stop customer service for your phone inquiries and concerns, a one-stop location for your appliance needs, a one-stop grocery store for your pantry essentials, and so on. We all love them, right? They save us plenty of gas and travel time, or time to get through one stubbornly inconsiderate automated voice recording to another before getting to a live agent, even cash for bulk purchases.
The world has changed. It has changed significantly in the 20th century. Yet the most radical changes have taken place during the last 20 years in the information technology industry. When I was a kid, my mother took me to her workplace and I came face to face with a personal computer for the first time in my life. It blew my mind – graphical and text editors, games, multimedia software… Wow! But you know what? Personal computers continue to surprise me even today.
Your company is using Microsoft SharePoint (2010, 2013) for Employee, Project or the Customer Portal. The familiar environment of SharePoint sites and applications creates an almost perfect Intranet where employees can manage their content and documents. And, last but not least, your company got used to the system and feel comfortable with its interface.
Whenever you have a question about Comindware Products, we have a full range of materials and guides in our Knowledgebase. Some of your possible questions are answered in our video tutorials that we have carefully prepared for you.