But at last, we are working towards our own, custom made version of a customer/job management database.
Comprehensive handling of all our data in one place will make it easy to be thorough, consistent, transparent and efficient. It will include:
- tracking/logging of incoming communication, (many possible different types of telephone call, mobile call, sms, email, instant messages, blog comments, forum posts and so on)
- tracking/logging of hours spent and hours quoted on each project
- project pipeline/ forward time planning
- project notes - meeting notes (a place for all notation)
- technical specification for each project - helping domain, hosting and email management
- task managament - who is responsible for each piece of the process
By tracking all these elements (and more) within our in house database we will be able to increase efficiency and reduce any gaps in our project management. Gaps such as repeated question/answer "what's happening with the domain transfer?" "when's Liz's next meeting with this client" - previously anyone wanting to know the answers to these questions would have had to look in outlook and excel, but will now turn to one place.
The intention is that by increasing our efficiency and decreasing the data handling we each do, we should be able to reduce the time taken on each project and therefore increase our profitability and sustainability.
All I can say is that the database cannot come soon enough! Craig and Claire have been working hard on the set up of the database fields, with Craig leading the way on database design, and Claire on studio procedure and protocol. Steve and I have been enjoying a true director's roles during the early design stages of the database - directing the development and direction.
The 'Dough-base' (aptly named by Claire - in keeping with our bread theme) is expected to be operational (in the truest sense of the word) by the end of July. A custom made database is a solution we may be able to offer to our clients in the near future too.....