Getting the most from yourproject management servicesLouellen S. Coker Content Solutions
Finding your speakerWeb: www.yourcontentsolutions.comBlog: www.yourcontentnotes.comLinkedIn: louellencokerFacebook: Conten...
What we’ll discuss• Recognizing and avoiding pitfalls in theselection process• Setting up your services effectively• Integ...
The selection@ContentNotes, @LouellenC
@ContentNotes, @LouellenCDoes this integratewith my billingsystem?Howcan I sharemy data easily?Which file version isthe mo...
@ContentNotes, @LouellenC• Focus• Bells & whistles• Scalability• Ease of use• App integration• Platform support• Export op...
The set up@ContentNotes, @LouellenC
Capture your process@ContentNotes, @LouellenC
Create a template@ContentNotes, @LouellenC
Establish a process@ContentNotes, @LouellenC• Set up the system as YOU want it• Train your staff and clients• Create a bro...
The integration@ContentNotes, @LouellenC
@ContentNotes, @LouellenC
The evolution@ContentNotes, @LouellenC
Be prepared for change• Schedule backups• Archive and export projects• Stay on top of housekeeping• Evaluate what’s out th...
Writing Design Web SolutionsQuestions?www.yourcontentsolutions.com | 972-987-0567@ContentNotes, @LouellenC
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Getting the most from your Project Management Systems

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Used properly, project management services can do more than keep your project on track. When integrated properly with time-keeping, billing, and communication platforms, it's possible to streamline management and business development activities giving you more time to focus on your projects and create the best experience for your clients. We'll discuss
- Recognizing and avoiding pitfalls in the selection process
- Setting up your services effectively
- Integrating multiple services into your daily processes
- Being poised to evolve as your business and client support needs change

This presentation was given at the 2013 Society for Technical Communication Summit as part of the Management Progression.

Published in: Business, Technology
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Getting the most from your Project Management Systems

  1. 1. Getting the most from yourproject management servicesLouellen S. Coker Content Solutions
  2. 2. Finding your speakerWeb: www.yourcontentsolutions.comBlog: www.yourcontentnotes.comLinkedIn: louellencokerFacebook: ContentSolutionsTwitter: @ContentNotes, @LouellenCYouTube: ContentSolutionsSlideshare: ContentSolutions@ContentNotes, @LouellenC
  3. 3. What we’ll discuss• Recognizing and avoiding pitfalls in theselection process• Setting up your services effectively• Integrating multiple services into yourdaily processes• Being poised to evolve as your businessand client support needs change• Q & A@ContentNotes, @LouellenC
  4. 4. The selection@ContentNotes, @LouellenC
  5. 5. @ContentNotes, @LouellenCDoes this integratewith my billingsystem?Howcan I sharemy data easily?Which file version isthe most current?Where are we at?Which service should you choose?
  6. 6. @ContentNotes, @LouellenC• Focus• Bells & whistles• Scalability• Ease of use• App integration• Platform support• Export options• CostConsiderations
  7. 7. The set up@ContentNotes, @LouellenC
  8. 8. Capture your process@ContentNotes, @LouellenC
  9. 9. Create a template@ContentNotes, @LouellenC
  10. 10. Establish a process@ContentNotes, @LouellenC• Set up the system as YOU want it• Train your staff and clients• Create a broad, yet specifictemplate• Use the tools religiously• Lessons learned every time• Adjust your project templates
  11. 11. The integration@ContentNotes, @LouellenC
  12. 12. @ContentNotes, @LouellenC
  13. 13. The evolution@ContentNotes, @LouellenC
  14. 14. Be prepared for change• Schedule backups• Archive and export projects• Stay on top of housekeeping• Evaluate what’s out there• Be flexible• Don’t panic@ContentNotes, @LouellenC
  15. 15. Writing Design Web SolutionsQuestions?www.yourcontentsolutions.com | 972-987-0567@ContentNotes, @LouellenC

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