Published on August 18th, 2019 | by Sunit Nandi


How Project, Client, And Task Management Becomes Easier With Technology

Technology has made the management of projects, clients, and tasks immensely more efficient. There are no more long searches through file cabinets to take a look at an SOW or people being able to deny being assigned a particular tasks. Companies that are not utilizing this technology are at a disadvantage as today’s tools have data feedback that can be valuable to a business. This can include customers spending patterns or even how much work an employee is actually doing per month. These management systems and tools make it far easier to take a proactive approach with communication as well as getting ahead on work. The following are ways that project, client, and tasks management become far easier with technology.

Communication Is Streamlined

Technology has made communication nearly instant with email versus leaving a physical note on a piece of paper. Instead of calling another person an email can allow for no interruptions for whatever they are doing. Even emails can be sent after client phone calls to recap what was discussed so there is no gap between what was said and what the client heard. Projects can easily be managed all over the world making the use of freelancers immensely helpful as face to face virtual meetings can be done daily. People can even work on the same document on a platform like Google Docs making it easier than ever to collaborate.

Assigning Tasks Can Be Viewed By The Entire Team

A task of selling old equipment could be on the docket for one person on the staff. Assigning tasks in a public way can allow people to chime in if they have an idea or can help in some way. If selling metalworking machines then could be a huge help. A person with knowledge of this can help a person list their product for auction while setting a minimum. Not only would this person possibly get far more for the equipment, the website would be doing the selling! Allowing others to see what everyone has on the docket encourages collaboration and teamwork overall.

Clients Feel More Valued When You Do Not Forget Anything

A client simply wants to feel valued by a company and receive quality work. A CRM is the best way to help a client feel valued as detailed notes about each interaction should be taken. These notes can make a client feel like there were multiple meetings to gather information and jump on a phone call. CRM notes could not be more important as the last thing anyone wants is to be pitched the same product by a different client manager that was already denied. Make it a requirement to take notes during each meeting and input these notes into the CRM. Small things like client birthdays can be extremely important in building rapport as they will feel they are much more than just an account number.

Project Milestones Can All Be Easily View In One Place

A project manager still has to follow up with team members but can skip this is a specific member of the team is far ahead of the pace on their completed tasks. These milestones can also make it far easier to check in with a client to make sure they are delivered a completed project exactly how they want it. Great tools depend on the type of project as there are so many on the market. Most of these tools have trial periods so testing a few is wise to see which helps with work flow the most. People that are behind can enlist the help of others or others can be assigned to help making work more efficient.

Organization Of Information Has Become Far Easier

With all 3 types of management systems mentioned in this article the organization of information that technology gives a company is far easier. Being able to access something on the cloud is more efficient then searching for a physical paper or on the computer you thought you saved a file on. The ability to go back easily to check on deadlines without issue is another great aspect of project management software. Integrate management systems for optimum productivity so employees do not have to jump from tool to tool. Technology is just making some aspects of business easier so it is time to embrace it!

Companies are always looking for ways to become more efficient and cut costs by saving time. These technological tools and systems will do just that as that is what these were designed to help with. When using these tools doing trainings with the employees to make sure everyone is using them to their full capability. Take time to see where your company can start benefitting from all of the business technology being developed on a daily basis.

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About the Author

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I'm the leader of Techno FAQ. Also an engineering college student with immense interest in science and technology. Other interests include literature, coin collecting, gardening and photography. Always wish to live life like there's no tomorrow.

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