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The Perfect Client Onboarding & Offboarding System with Pip Meecham
Business Processes Simplified Podcast
Getting People Out of Email and Into Project Management Platforms
Getting people out of email and into some sort of project management platform is one big thing i find. It's a really good way just to be on top of what's happening without having to in and out of difference. There isn't an all in one solution that will do everything, or if it is, it's nota so complicated and ing the people don't use the eme,. yes.
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Speaker 1
That's
Speaker 2
one big thing i find, getting people out of email and into some sort of project management platform. So you've got all team members, project managers, if they want to know where something is up to, even the business owner, as you start to grow wand you get team members and you want to step out of the day to day operations, you still, if you need to jump into a project, or someone needi no where to go, you can see where something's up to very clearly. Things are checked off. You've capilityd comments,
Speaker 1
yes, that's a big one, is having the communication about a project attached to a project. Do you know, you might be going through your own boarding system and something might have happened with the clientis but keeping that there so that everybody else can see it, and people who it affixed can be tagged in it as well, just like any other media channel. There. It's a really good way just to be on top of what's happening without having to in and out of difference. Sofwe,
Speaker 2
yes. Ye, i think a definite must. I think where i see some challenges, and your take on it, when it comes to selecting that project management soft where sometimes people will go for a platform that's very heavily tailored for their particular industry. So, yes, you know, oftentimes in the trades base business, i see this a lot, where it's more about jobs management and a answering a telephone booking in a call and assigning it out to a tradesperson to go out and do it. Yet it's not flexible enough to then start to handle the other components outside of that particular job. Like we're talking about some on boarding of a recline and some off board. And that's not to mention all the other departments, ye, firing, finance and management. How do you kind of navigate through that? It's
Speaker 1
a matter of sort of talking it through. But the way i sae it, everybody can do it, protict management to as well. So y for example, with trades is a perfect example. Iit. They have job management, which manages that middle bit of the process, but you still need something that's going to do the before and the after, and something that's going to help manage the strategic side of the business. It's, well, sir, helping you to roll out what's happening. And you know, i used to the point where every day i go to my in box, and it tells me what sercamedia parts i need to go and do and what the content is. And it's such an important cor part of a business, just to be able to keep everything together and map it out, and to know what's going on at any given stage and keep everybody in the one place. As well, the not having a sirs tame working through, potentially, or a new solution without the people in mackdang being able to say it, it just yet brings it all so they do, i do reckonhen people have both. There isn't an all in one solution that will do everything, or if it is, it's nota so complicated and ing the people don use the eme,
Speaker 4
yes.
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