Tagproject management

What is the best portal within project management software?

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Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so far. (3) Supporting (skills transfer) to our internal guy who needs to move into the position of Project...

We need a podcast project management system for our VA to use

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Further details of question: First, I’ll let you know a little more about our company. Have you ever wondered how online ads are targeted to your tastes and interests, or how much money companies spend on online campaigns? From the most important online placements in the market like Facebook, Google and YouTube, to premium websites like The New York Times, we place ads on millions of...

What business automation software should I use?

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Further details of question: Our new online business is booming and we need help from a professional in business automation to find the right business automation software. We are a graphic design business selling digital products and we need help with automating the following: project management (each of our designs has a theme and matching products) we need structure tracking progress and files...

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...

Software for a modelling agency

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Further Details: I am starting a model/talent agency business and need a software to manage everything. Organize agenda, Calendar Talent bookings Send models package (pictures and videos) Accounting (invoices, billing) Website integrated (I am in the process of building a website) Here are some examples : I am a Mac user. I need a Cloud based software with 2-5 users. Could you look at these...

I’m a mortgage broker and need an Infusionsoft alternative

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Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process.  When prospects send the documents it will notify me.  I have list of documents required, and I select the documents that are required from each prospect, and have sample list...

Using Asana In My Building/Construction Business

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Further Details: I’ve been considering using Asana in my building business but I’m open to suggestions. Ideally I would like the following: To be able to track hours everyday for my 5 workers and on what jobs they work on. We have 5-6 jobs going at anytime. I currently use a spreadsheet for every job with all employees on it. Could I use g suite and sheets to create something like...

Business Management Software for Photography Business

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Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in our area often providing multiple photoshoots to each school...

What the best software for creating webforms that send info to my project management software?

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There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some project management software systems Side note: The main...

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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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