How do I build out a workflow in a project management software?

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Further details of question: I’ve been looking for an expert in a *cloud based* project management software (Trello, Monday.com, or equivalent) to build out a workflow for me and my team.  We build and sell furniture and we want a workflow that can set internal deadlines, increase accountability, and keep things running smoothly. What type of platform should I use?


 

Answer: It’s interesting to look at the best software for manufacturing as you need it to be accessible to workers on the production line and I’d recommend you speak to your Systems Adviser to discuss the best combination of features to keep track of your production schedule. Choosing software for manufacturing needs to take into account factors like whether you want to update the client throughout the process (manually or automatically) for custom orders, whether you want to track advanced metrics like time in each stage and whether you want to incorporate quality control in the process. By focusing in on the parts of the process that can create the highest ROI, you can ensure that the system will help you reduce the admin in providing staff updates, management reporting and client communication.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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