Job requests manually tracked through an array of Excel Spreadsheets. Account team was filling out paper forms and submitting requests via job jackets. Management of dates and tasks had to be revised manually, a laborious, redundant process prone to errors.
Formed sample user-base, mapped workflow and prioritized needs. Researched a variety of options. Selected solution that best aligned with defined business requirements. Conducted initial testing with user groups, implemented feedback to optimize solution. Provided pre-launch training to the broader staff.
Analyzed business needs and roles, and optimized workflows for each stakeholder. Implemented an electronic job entry and tracking system that met the specific needs of agency —custom job entry, full job/project management and invoicing capabilities. Enable customize reporting to track productivity, volume and revenue.
Greatly enhanced the agencies capacity to view and track job details in real time, including ability to view history and analyze trends. Enabled employee time tracking and streamlined the billing process. Reduced time spent managing agency workflow by 50% and improved invoicing efficiency by 30%.
Function point continues to evolve with the agency. In addition to tracking all project and job related data, the system provides detailed client reports that track time on accounts to justify/validate client fees and retainers. Also provides aid for the management of headcount.
