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A Project Management System that enables Client Interaction is a WIN/WIN
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Making the most of Client Involvement
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The benefits of offering your clients access to selected areas of your project management system are getting increasing recognition.
Client Logins are now being requested by most of our new users, after we demonstrate the security and control of the access.
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Transparency promotes trust.
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Workamajig offers clients access to log into your project management system for specific interaction - including:
Submission of Project Requests
A number of specs can be attached to a request to detail the needs of the project. Each project request can have a customisable approval process allocated.
File Sharing
Because Workamajig is web-based, all project files are kept in one central location. This makes it easy to share project files and keep the entire team on the same page.
File Tracking
Now everyone on a project can see the client's feedback and the project's approval status. What's more, the agency can see how many rounds of revisions are being requested. Workamajig even logs delays caused by slow client feedback.
Email Tracking and File storage
Workamajig maintains a project diary that allows team members to access all of the emails relating to the project. In addition, creative briefs and print specs are stored with each project, giving quick access to all who need them.
Security Control
Security Group settings allow or restrict access to different areas of Workamajig. Typical areas of client access enable:
- Viewing a list a relevant projects
- Viewing the project schedule
- Submitting project requests
- Approving estimates
- Viewing and approving current asset files
- Viewing actual hours and dollars accumulated to date on a project
- Viewing outstanding invoices
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Make it happen
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Please pick up the phone or drop us an email to book an online demo. A quick overview and check of suitability to your operation can be done in 20 to 30 minutes. That will be time well spent!
Sincerely,
Rondelle Taylor
Ph: Mob: 0449169411 www.softwaredownunder.com.au |
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Workamajig
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 A web-based tracking and integrated project management software, Workamajig streamlines new business and sales leads, assigns staff to tasks,offers detailed project trafficking, and manages the whole project cycle through to accounting and financial reporting.
One of the strengths is a brilliant option for file reviews and approvals. This function can be used to route files or web URLs to the project team members for their feedback. The reviewer can approve or reject the item and the system will store the results in the project. Files can be sent out to several contacts at once, or in a selected order that progresses only when each stage of the contact list approves.An interactive diary adds notes related to the project so they are stored as part of the project's history. This can be made visible to the client - or not - and can be emailed to the project team members when saved.Please click on our link for more detail. Workamajig website |
| WorkflowMax
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WorkflowMax is a great system for small but growing organisations. Designed for project-based industries, it has been adopted by a variety of business types. No contract is needed and the system has proven very compatible for importing data to other accounting software.Please click on our link for more details. WorkflowMax website
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FunctionFox
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FunctionFox offers two versions of their time and project tracking software; the original Time Fox Classic - for simple
time and project tracking for small creative companies
the more detailed Time Fox Premier - for more advanced project
management, improved time tracking and estimating, task assignment, scheduling and
communication. Please click on our link for more details. FunctionFox website
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| Haiku | 
Haiku Online Business makes it easy to manage your website, blogs and forums without technical skills. Sell your products, collect payments and manage orders, all in one system. A central CRM auto-tracks your customers' actions and the easy email marketing programme measures success with built-in reporting and analytics to keep you on the pulse.
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| J Curve |  | Jcurve is an online business software for small to medium sized businesses, with features including CRM, Inventory, Financials, Payroll and e-Commerce Software. This system offers automated setup with Install Wizard, and is fully accessible from your iPhone or laptop.
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About Us
Our
director, Rondelle Taylor, has had
ten years experience as the financial controller of a medium sized agency,
handling a wide variety of project types and sizes.
Recognising the problems of not having an adequate system for project
management and profit tracking, and the need for the integration of separate
systems (Excel, Word, and Myob etc.) led to the current consultancy role.
Maintaining a detailed analysis of available software solutions enables
Software Downunder to recommend a system to best fit your needs.
About You
You
need the software solution that suits the size of your business and the
complexity of your projects. If your projects are simple and you currently have fewer than 10 people handling them, your software requirements may be simple
also. Speak to our consultants about alternative software packages for your
best fit.
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