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 Manager.
Answer: Thanks for reaching out. There are a handful of project management software systems with built-in client portals and we generally recommend software that is easy for your clients to login & use, has the right permission structure to avoid clients seeing information you don’t want them to see and suits your workflow. We’re working on a guide now so make sure you join our newsletter to get notified when you publish our comprehensive guide of setting up client portals for your clients.
Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up). We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have …
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 : https://www.mainboard.com/ https://www.mediaslide.com/ https://managerfashion.com/ I am a Mac user. I …
Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to …
Further details We would like to build a training portal for our retailers and their employees. The training includes 5 video modules and will have questions related to the videos. We need to be able to track who has completed the training and would like to be able to generate a report at the end …
I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow: Client (system some clients have multiple systems which can be separated) Project/Request under client Definition Development Test/review (approve go to regression test- fail go back to Development) CI/CD release to QA Regression test QA (approve go to client …
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a …
What is the best portal within project management software?
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 Manager.
Answer: Thanks for reaching out. There are a handful of project management software systems with built-in client portals and we generally recommend software that is easy for your clients to login & use, has the right permission structure to avoid clients seeing information you don’t want them to see and suits your workflow. We’re working on a guide now so make sure you join our newsletter to get notified when you publish our comprehensive guide of setting up client portals for your clients.
Related Posts
How to improve a marketing, sales and onboarding process
Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up). We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have …
Software for a modelling agency
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 : https://www.mainboard.com/ https://www.mediaslide.com/ https://managerfashion.com/ I am a Mac user. I …
Automating workflow in a photography business
Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to …
How do I build a training portal?
Further details We would like to build a training portal for our retailers and their employees. The training includes 5 video modules and will have questions related to the videos. We need to be able to track who has completed the training and would like to be able to generate a report at the end …
Asana structure for my digital agency
I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow: Client (system some clients have multiple systems which can be separated) Project/Request under client Definition Development Test/review (approve go to regression test- fail go back to Development) CI/CD release to QA Regression test QA (approve go to client …
Scheduling Appointments
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a …