Professional Services
Current Challenges
No idea how much money you are making from a job
Having no system to track the profitability of jobs/assignments. You are very busy, but your financials do not reflect this.
Lack of visibility on who is working on what job / assignment and how they are tracking
Using Excel or your calendar does allow for some degree of scheduling but tracking of time spent on different tasks is time consuming. Trying to get a sense of team progress involves checking multiple systems which is time consuming and inefficient.
No central source of information in your business
Having a range of stand-alone systems makes it difficult to manage client relationships effectively.
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