Project World — CMW Lab Blog https://www.cmwlab.com/blog/popular-topics/ Plan. Manage. Collaborate. Thu, 13 Jun 2024 07:26:28 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 13+ Must-Have Tools for Marketing Agencies https://www.cmwlab.com/blog/12-must-tools-marketing-agencies/ https://www.cmwlab.com/blog/12-must-tools-marketing-agencies/#comments Thu, 29 Sep 2022 08:32:20 +0000 https://www.cmwlab.com/blog/?p=3136 When evaluating Project Management and Workflow Automation solutions for Marketing agencies, we had a chance to talk to numerous Marketing representatives and industry thought leaders. Our questions were around what online tools are usually used to ensure integrated Marketing services and management of Marketing campaigns – all while coordinating efforts with other teams and reacting […]

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Based on the responses, we put together this article in hope to help you familiarize with the 12 must-have online tools your Marketing agency can use to improve your team performance and achieve competitive advantages.

File sharing tools

Evernote

Evernote With Evernote you can capture, organize and access your thoughts and information anytime, anywhere, and from nearly any device. Since Evernote can read text within images, you can even snap a photo of existing notes and easily find them later.

Evernote also allows you to save searchable information to share it in virtual notebooks with others, or even with your entire agency.

Dropbox

DropboxDropbox is a cloud-based, shareable hard drive. With Dropbox, you can sync files, photos, videos and projects saved on your work computer to your personal laptop or vice versa. When you make a change to a file, the previous version is automatically updated in Dropbox so you’re accessing the latest version no matter whether you view from your iPhone or PC. If you want to revert to a previous version or undelete a file, you can.

With Dropbox for Teams, your entire agency can also share folders internally or with external clients or contacts, all while maintaining administrative control.

Dropmark

DropmarkDropmark provides simple collaboration and file sharing in the cloud, with drag-and-drop facility from your desktop to browser, so your files are automatically uploaded to the cloud. You can invite colleagues to view and collaborate privately, and organize files into collections with sharable short links.

You can view every collection as a fullscreen presentation, mixing images, websites and more. You can even drag in audio or video from YouTube, Vimeo, SoundCloud or your desktop to create custom playlists and podcasts. With the Dropmark for Mac app you can just drag and drop to your Mac menu bar and upload directly to your account.

Collaboration tools

Trello

trelloWith Trello, you can create boards to organize anything you’re working on. This is a Trello board is a list of lists filled with cards, used with a team or by yourself. In your Trello card you can create checklists to keep track of to-dot, add comments to update your co-workers, add photos and videos and see who’s working on that card.

Yammer

YammerYammer is an enterprise social network provider that is now part of Microsoft’s Office Division.

With Yammer you can organize meetings and events, share them with co-workers, and gauge attendance by collecting responses. The tool also allows to visualize your agency’s org chart so you know who manages and reports to whom and who to contact internally on a particular subject matter.

CMW Project

CMW ProjectCMW Project® is an innovative Collaboration and Project Management tool that simplifies planning for project managers and facilitates execution for team members. It provides project teams with a real-time view on project priorities and delivery dates, calculates the actual resource workload and availability as well as automatically tracks task completion progress.

Built on top of CMW Team Network™ — the industry 1st pre-integrated social collaboration platform — CMW Project delivers a unified workspace for data and document sharing enabling highly efficient cross-team collaboration fully in context of work. Free 30-day trial is available here.

ProofHub

proofhub logoProofHub is a leading project management and team communication software that helps managers efficiently manage their marketing projects and teams. It brings together all the crucial tools required to organize, plan, and deliver projects on schedule.

You can monitor each task’s progress and observe how it progresses through the various project phases using the Kanban boards. Additionally, you can add comments and files as attachments to a task. You and the team members can even conduct a quick conversation or share files regarding a task using the integrated chat feature.

Smartlead

Smartlead logo Smartlead is an omnichannel sales email automation software. It helps you scale cold emailing with high-deliverability IP servers and unlimited sender accounts to ensure your email always lands in your lead’s inbox.

You can maintain all your email accounts from one centralized master inbox so you never miss a lead. It offers unlimited email warmups and AI personalization to maintain sender reputation and boost reply rates. Moreover, the custom conditional email sending triggers helps you reach out to your leads faster and 7x their chances of booking meetings. Smartlead helps businesses scale their outreach across email, Twitter, WhatsApp, LinkedIn, etc. You can track reply rates and click-through rates and access in-depth analytics to monitor your campaigns.

Content sourcing, creation and management tools

Clipchamp

ClipchampClipchamp is an online video editor that helps you create professional-looking videos in minutes, no matter your skill level with video editing.

With Clipchamp, you can trim your video, add logos, titles, transitions, and even resize it perfect for any social media platform. Creators and marketing agencies love how versatile it is. This movie maker has easy-to-use pro features like green screen effects and AI text-to-speech voiceovers. The browser app also allows you to record your screen and webcam to create tutorial videos and reaction videos.

Invideo

invideo Invideo is a web-based video creation tool that allows users to create professional-quality videos with no technical knowledge. It has a huge selection of pre-made designs, free stock images, and audio files. Also, the platform provides a user-friendly drag-and-drop interface that makes it simple to include personalized text, graphics, and animations in videos. Besides, Invideo offers a variety of editing tools, such as clip cutting, cropping, and combining, as well as the exporting of videos in several formats. In summary, it is a fantastic tool for producing professional-level videos for advertising, social networking, or private usage.

Design Wizard

Design WizardDesign Wizard is perfect for high-quality and effective visual content creation. It holds over 1 million images and over ten thousand TV quality videos. Perfect for social media marketers, business owners and party planners, Design Wizard aims to inspire. Standout features include a custom color palette, free font library and resize feature.



Curata

CurataCurata is a business-grade content curation software designed to quickly find, curate, share and analyze content on specific issues or topics. With Curata, you can also measure the effectiveness of content across all channels including websites, newsletters, blogs, and social media in a single location. Curata integrates with a host of marketing automation platforms, web analytics tools, content management systems, and social media channels.

Content Marketer

content marketerContent Marketer is a useful tool to build relevant outreach lists, promote content and build relationships.

With Content Marketer you just need to pick a blog post or article that you would like to promote. The tool will scan your content and find the email addresses or Twitter handlers of people you mentioned so that your could outreach them easily and build relationships.

Picsart

Picsart logo Picsart is an incredible photo editing and graphics creation tool that can revolutionize your creative workflow. You can use Picsart’s various drag-and-drop tools to make beautiful photo collages, create dynamic stickers, remove background objects, and add stunning photo effects.

What really separates Picsart from other design programs is its easy-of-use. Using AI algorithms, designers can use the image generator to create unique graphics, the replacer to automatically swap objects, and the writing assistant to scribe compelling copy. But without AI, creators still have full range to design logos, flyers, brochures, banners, pins, and posters that they can use in their business or personal lives.

CMW Tracker

CMW TrackerCMW Tracker is a workflow management system that nails down the process involved in getting content out the door, especially when there are numerous stakeholders who need to provide input or review content.

With CMW Tracker you can create customized workflow around getting different types of content done since the process is different for ebooks, blog posts, tweets, Facebook updates, etc. Request free 30-day trial here.

Conversion Rate Optimization tools

Optimizely

Optimizely Optimizely is a experience optimization platform enabling A/B and multivariate testing for users to enhance their websites & mobile apps.

Unbounce

UnbounceUnbounce lets marketers build high-converting landing pages without IT pros. You can enjoy 1-click publishing, A/B testing and a suite of best-practice landing page templates.

Meet Unbounce at their mini conference series – Conversion Road Trip !

In partnership with Unbounce, CMW Lab is providing 10%OFF conference entrance fee.

The conference will allow your team to learn about landing page campaigns, PPC, design, copywriting, conversion rate optimization, A/B testing and more from some of the most influential names in the business and walk away with actionable content to take back and implement into their marketing campaigns.

The conference series kicks off in New York City on June 1st with stops in Toronto on June 3rd, Chicago on June 5th and wraps up in Boston on June 8th.

To claim your discount, use the coupon code “CMW” in your shopping cart.

Miscellaneous useful resources

Useful resources

MyOwnConference logo MyOwnConference is one of the most complete video conferencing solutions thanks to premium features. With a market-leading uptime of 99.98%, hosting up to 10,000 attendees in many meetings at once. It’s a solid choice for larger organizations. Businesses can add custom logos and banners to their webinars for a personalized experience. You’ll also get landing pages to direct sign-ups with a countdown page until meetings begin.

Automated email reminders, social media sign-ups, and scheduled meetings are on hand to maximize attendance. For those who missed it, you’ll get Ultra Full HD cloud-stored recording free.

Collaboration features include video, keynote, and screen sharing along with whiteboarding, quizzes, polls, and participant chat. Store and share your resources and recordings on the provided cloud.

For anyone looking for a professional, complete solution, MyOwnConference ticks all the boxes. They support most devices and have one of the best levels of customer service on this list. The best part is you can start with 20 attendees free!

OSI Affiliate Software logoOSI Affiliate Software helps you not only engage with your current customers but find new members to sign up for your referral system. Our competitive pricing gets you to access a number of features. Unlike other services on the market, there are no surprise fees; there are no transaction fees for using the service.

Turn your best customers into your top promoters! It would be easy for you to recruit and empower customers, affiliates, and influencers to promote your brand. OSI has everything you need to start an affiliate program to allow your customers to promote your brand across social networks. By enabling social sharing, you can add pre-written posts with graphics for your customers to share on all the major social networks. This makes it super easy for them to promote with very little effort.

To find out who your most loyal and satisfied customers are, OSI has included a FREE bonus survey tool that will allow you to find out who will be prime for referring others. You can send out an email to all of your customers and ask them how likely they would be to refer to others. Based on their response, you can automatically sign them up for your referral program.

A Resource for Agency Owners – immediate actionable steps you can take right now to make a difference in your business by Jason Swenk and adding value agency owners community.

Fuel Lines – new business resources for Advertising, Digital, Media and PR Agencies by Michael Gass. The blog has been rated among the top 100 marketing blogs in the world, according to Ad Age’s Power 150.

Inbound.org – The Community for Marketing Professionals. In a Marketing Agencies Group with members from 35+ countries you will find tons of information helping you run your agency better.

Marketing Agency Insider – Developed by Paul Roetzer, Marketing Agency Insider is the hub for marketing agency news, information, resources, training, education and engagement.

Agency Post – HubSpot’s blog for the Agency Professionals.

MAGNET Global Network – a collaborative network of the world’s top marketing and advertising agencies. This organization and its member agencies represent more than 800 clients worldwide.

Agency Search Portal – Sortlist provides you with free tools to showcase your agency and connect the Sortlist community of marketers seeking for your service.

The marketing landscape is constantly shifting as new strategies and tools arise. Agencies that don’t adapt their services to meet the demands of timely and relevant inbound marketing will simply get left behind.

Stay ahead of the curve and succeed!

Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

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Purchasing Department Software https://www.cmwlab.com/blog/approve-purchase-requests/ https://www.cmwlab.com/blog/approve-purchase-requests/#respond Fri, 13 Nov 2020 01:46:49 +0000 https://www.cmwlab.com/blog/?p=715 Purchasing Manager’s day is full of efforts to handle purchase order requests, verify the details of requisitions, ensure policies compliance, correcting errors and finding out what went wrong. It is hard work and we should do something about that. Before reading on, answer the following questions: Do you often need to approve a purchase? Does […]

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Purchasing Manager’s day is full of efforts to handle purchase order requests, verify the details of requisitions, ensure policies compliance, correcting errors and finding out what went wrong. It is hard work and we should do something about that.

Before reading on, answer the following questions:

  • Do you often need to approve a purchase?
  • Does it cause delays when someone is on vacation or out of the office?
  • Have you tried to use purchase management software and been disappointed?
  • Do you still exchange files by email instead of using traceable online items for each purchase?

If you have answered yes at least twice, we have good news for you: you’re about to discover an online solution that can finally streamline your purchase request approval process, get rid of manual errors correction, and make your work transparent and more efficient.

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Comindware Tracker finance management solution allows creating web forms for purchase requests with drag-and-drop simplicity and provides a template for the purchase request approval process. The template includes the workflow and the business rules for automated purchase request management. Here is how this workflow template looks like:

purchase management software

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The automated purchase request process template is fully customizable with simple drag and drop. You need to have administrator rights to have access to this function. Then, you can modify form fields, purchase order approval process steps and business rules. For example:
“…purchase requests with an amount lower than N go for approval to the purchasing manager, whereas requests with an amount larger than N go to the purchasing director. Or, purchase requests for different types of goods are approved by specific managers…”
Nowadays businesses either small or big prefer online purchase order approval systems in comparison to on-premise ones. Stored in the Cloud, if you choose the SaaS implementation, your purchase requests are submitted via web forms all available online at any time: thus no important financial data can be lost or forgotten. Here is an example of a purchase request form advanced with optional menu created in Comindware Tracker:

purchase request form
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You can use this purchase request form template for quick start and adjust it according to your needs.



Role-based access to the workspaces makes it possible to share specific parts of work data with specific employees. The strict rules of the purchase request approval eliminate the possibility of unapproved purchases. The streamlined automated request requisition approval process reduces paperwork and sends notification to relevant team members at the right time.

With online automated purchase request approval workflow you never doubt whom you need to go with your request for approval, you don’t need to ask someone: the request goes to the right person, carried by Comindware Tracker finance management solution. This reduces time to process requests, eliminates mistakes and speeds up your work. Even more, Comindware Tracker is more than just purchase request software and empowers business to start from purchasing department automation and easily scale the first success by automating workflows in other functional areas.

Save time on formalities, clear your agenda for more meaningful activities rather than paperwork.

Comindware Tracker finance management solution comes with a set of templates for different financial activities and you can try all of them for free during 30 days. You are one click away from obtaining your trial keys for the product.

Get a 30-day trial!

Anastasia Chumakova is Product Marketing Analyst and Workflow Automation Expert at Comindware.
She currently explores online process management product development trends, contributes to www.cmwlab.com and provides tips for better use of Comindware Tracker and online work management solutions.

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How to Manage a Small Team: 3 Ways to Ensure Effective Tasks Completion https://www.cmwlab.com/blog/manage-small-team-3-ways-ensure-effective-tasks-completion/ https://www.cmwlab.com/blog/manage-small-team-3-ways-ensure-effective-tasks-completion/#respond Thu, 22 Oct 2020 01:08:02 +0000 https://www.cmwlab.com/blog/?p=2815 This article reviews the essentials on how to delegate tasks and manage a small team. Consider this scenario: You’re spearheading a research and development project. A problem crops up, and the client wants the cause investigated. You tell her she’ll get the details in the next monthly meeting. Because your plate is already brimming, you […]

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This article reviews the essentials on how to delegate tasks and manage a small team.

Consider this scenario:

You’re spearheading a research and development project. A problem crops up, and the client wants the cause investigated. You tell her she’ll get the details in the next monthly meeting. Because your plate is already brimming, you assign the task to a team member. The next meeting comes, and the client asks for the details you promised. Sitting next to you, quite visibly shaken and all color drained from his face, is the person you assigned the task to.

Even without uttering a single word, you know that the task hasn’t been carried out, but, in your mind, the more pressing question is: How could you possibly have forgotten about this very important task?

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To steer a project to success, project managers must always keep their eyes on the big picture, making effective delegation a vital skill. But delegation isn’t just about handing a task off to someone else and crossing it out of your to-do-list. As a matter of fact, while it’s no longer on your list of personal to-dos, being the manager, it remains your responsibility. At the end of the day, the task needs to be carried out as planned, and it’s your job to ensure the person you assigned it to is working on it as expected.

To do just that, here are three tips to consider when managing small projects and, as a cherry on the cake, a recommendation on what to look for in a task management and workflow automation software.

Assign the task to a single owner

A task may need to be carried out by a group of individuals. However, there has to be somebody responsible for its execution and completion, a team leader managing a small team within a larger team, so to speak. This is to ensure that when things go off course, a key person is available to step up and keep things on track. It’s also worth noting that for a task handover to be considered a success, the task owner must understand what the task is about and the responsibilities attached to it.

Communicate, communicate, communicate

There’s this thing called “status-ing people to death,” a situation you wouldn’t want to heap upon your team members. Then again, under-communicating is venturing into dangerous territory, largely because it’s crucial that your team members are aware of their duties, responsibilities, deadlines, and task dependencies on a daily basis.

To propel a project forward (whether managing small projects or larger endeavors is secondary), every bit of relevant information must be put out there. It’s one way for people to trust you. Besides, you don’t want anyone in your team, particularly those who’ve been assigned essential tasks, to operate on incomplete information.

Balance, therefore, is key when communicating the important points.

A few things about communication to keep in mind:

  • Explicitly communicate deadlines.
  • Be specific with your expectations. Leave no room for guesswork.
  • Encourage people to ask questions.
  • Ask for suggestions on how to more easily and speedily complete the team’s tasks.
That is vital to have a full set of collaboration tools for effective information exchange within your small team and workarounds within a single work area. Here you can check how the most used collaboration tool in Comindware Tracker look like: How to Manage a Small Team in Comindware Tracker
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Use a collaborative task management tool when managing small projects

Globalization and the growing complexity of most projects have warranted the use of task management and workflow automation software to manage team tasks and projects, as successful project completion entails that project managers must effectively manage small teams – and larger ones, for that matter. There are numerous collaborative management tools a team leader can use to help to manage a team more effectively and it might be a challenge to choose the best fit.

Cloud-based tools, like Comindware Tracker, afford teams and their members from various parts of the globe a single repository where they can communicate, update the status of each task assigned to them, and upload and share files and documents on a real-time basis, among others. It allows project managers a snapshot, as well as a detailed view, of how each task is faring, and whether or not the team is anywhere near the achievement of its goals. Even more, Comindware Tracker makes it possible to automate repetitive tasks flow and get sure that they are completed properly on a constant basis and increase team productivity. Here is an example of a workflow that can be easily created and executed in Comindware Tracker for better idea:

workflow in Comindware Tracker
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Final word on managing a small team

The fundamentals in succeeding with managing small teams lie with the understanding that it’s just as difficult to manage small teams as it is midsized or even large teams. Project managers often mistakenly believe that managing a small team is easier, but that is not always the case. And unless the key principles, which include appropriate software implementation, are applied, you may actually be destined for failure.

What is the best way to manage a team? What other tips can you recommend?

Maricel Rivera works as a financial researcher for a multinational financial firm. Outside of her full-time work, especially when the financial reporting season isn’t at its peak, aside from online marketing, she also does freelance writing, specializing in the business and technology field. One of the topics she has already extensively covered and keeps exploring is work management. She currently explores product development trends, contributes to www.cmwlab.com and provides tips for better use of Comindware Tracker workflow software

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Key Techniques for Delivering Business Process Automation Benefits https://www.cmwlab.com/blog/business-process-automation-solution/ https://www.cmwlab.com/blog/business-process-automation-solution/#respond Tue, 27 Aug 2019 07:57:00 +0000 https://www.cmwlab.com/blog/?p=2529 As businesses evolve and more work needs to be done, the conventional solution is to either overwork the people or hire more people to do all the extra work. As things stand nowadays, companies cannot afford to keep hiring more people. High-skilled jobs are already difficult and expensive to fill, and getting more people on […]

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As businesses evolve and more work needs to be done, the conventional solution is to either overwork the people or hire more people to do all the extra work. As things stand nowadays, companies cannot afford to keep hiring more people. High-skilled jobs are already difficult and expensive to fill, and getting more people on board to do low-skilled and sometimes merely repetitive tasks can set cost-saving goals back.

This is where business process automation (BPA) solutions come in handy.

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Why implement a business process automation solution

Business process automation benefits the organization by setting a clear step-by-step workflow solution and speeding up otherwise vague business processes. These processes could range from something as simple as filing an expense report to something as multifaceted as drafting contracts and sending out invoices to clients.


The key goal of a business process automation solution is for the company to save costs. Whether it is done by simplifying operational processes, bringing down labor costs or client response times, the ultimate goal is always the same – to end up with the most cost-effective bottom line. Since the automation of business processes already hopes to accomplish this, a further solution is to integrate technology into these processes to further bring down labor costs.

business process automation benefits

Even though cost saving is still the key reason why businesses dive into business process automation, now CEOs frequently change focus to real business results rather than cost savings. It is reasonable to keep this trend in mind and check if your BPM intentions are incorporated into business strategy and ensure that they add high-level business value in addition to cost saving.

Below are some business process automation benefits:

  • Saves staff time and effort
  • Reduces work cycle times
  • Increases response rate
  • Minimizes human error
  • Decreases workload
  • Gives management the ability to track work cycles more effectively
  • Gives management the ability to document results more effectively
  • Makes process auditing more transparent and efficient
  • Increases service quality and consistency
  • Reduces turnaround times for both staff and customers
  • Increases customer loyalty

If your company is interested in enjoying the benefits listed above, the first step is learning more about common business process techniques and choose the best fit.

Business Process Techniques

There are three main techniques in implementing a business process automation solution:
  1. Extension of an existing IT system
  2. Purchasing a process-specific business process automation software
  3. Purchasing an adaptive business process automation solution

The first technique entails the extension of an already existing model, developed from the IT system. Since IT processes are already usually automated, companies find it beneficial and cost-effective to attach BPA solutions to these IT functionalities. The problem with this approach lies in the process, and additional cost and time investment in finding the appropriate talent to develop these, as well as the training it would take for employees to integrate the new program into their daily tasks.


The second technique is to purchase specially-tailored business process automation tools. By purchasing ready-made tools, companies eliminate the need for hiring more IT talent to develop the business process automation tools in-house. However, despite the variety with which these tools are produced, not all industries can make use of all the built-in features. Other industries may need some functionalities that are missing in the ready-made product, or worse, they are paying for functionalities they don’t really need.


The last automation technique is a better integration of both techniques. By purchasing a ready-made business process automation software that is highly customizable, companies can make do with an already available infrastructure and then build whatever other functionality their specific industry needs from that main architecture.

Choosing the right business process automation software

These ready-made plus customizable BPA solutions are a feature set offered by the award-winning business process automation software, Comindware Tracker.

snap to design your own business processes This tool make it a snap to design your own business processes and automate it, no coding skills required
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Comindware Tracker contributes the following business process automation benefits:
  • This web-based software is easy to learn and implement.
  • Its user-friendly interface and easy deployment process eliminates the need for hiring more employees to install, troubleshoot, maintain and develop further process functionalities.
  • Comindware Tracker is easy to operate, with a visual drag-and-drop interface.
  • The software is flexible, allowing industries to customize functionalities and adapt them to their business processes, not the other way around.
  • Designing, developing and updating the software does not require redeployment or high-level technical skills.

Conclusion

Businesses are constantly facing pressure to be more fiscally prudent. This pressure is more apparent in these volatile economic times, when taking business processes and operating costs down is one of the responsibilities managers must handle. By modeling and streamlining business processes, organizations are able to decrease response times, thus leaving more time to accomplish other tasks. This added efficiency helps to eliminate wastage of time and other resources spent mulling over procedures that could have been completed more effectively.

In the world of business, time is money, and the more time businesses can save, the more opportunities there are to make money. The best way to think about this is business process automation benefits not only the employees (decreasing workload), but the organization as well (increasing the bottom line).

Get a 30-day trial!

Maricel Rivera works as a financial researcher for a multinational financial firm. Outside of her full-time work, especially when the financial reporting season isn’t at its peak, aside from online marketing, she also does freelance writing, specializing in the business and technology field. One of the topics she has already extensively covered and keeps exploring is work management. She currently explores product development trends, contributes to www.cmwlab.com and provides tips for better use of Comindware Tracker workflow software

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Quick Vacation/Sick Leave Requests Template Fill-out https://www.cmwlab.com/blog/process-employee-requests-quickly/ https://www.cmwlab.com/blog/process-employee-requests-quickly/#respond Fri, 15 Mar 2019 09:17:35 +0000 https://www.cmwlab.com/blog/?p=513 Automated online forms for basic HR processes remove headache from the HR department and dramatically improves effectivity of internal human interactions. When ready to get online forms working, you are likely to get started by choosing proper templates. The short list looks like this: time off request form template vacation request form template sick leave […]

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Automated online forms for basic HR processes remove headache from the HR department and dramatically improves effectivity of internal human interactions. When ready to get online forms working, you are likely to get started by choosing proper templates. The short list looks like this:

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  • time off request form template
  • vacation request form template
  • sick leave request form template

After choosing the proper templates, it is useful to make sure that you can easily customize them and extend with automated workflow. Read ahead for step by step instruction for creating your own electronic vacation request form and get it work. You will definitely be empowered to do the same with other necessary forms.

The template of the vacation or sick leave request form is given below along with the request approval process diagram. You can take it and use it manually or, in case you have many employees, you can make it work with our HR software solution which does most of the work for you and saves your time.

Sick Leave \ Vacation \ Day-off Request Form Template

Here is how typical absence or employee vacation request form looks like:

Day-off Request Form Template
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You can add other fields in the holiday request form for employees or delete unnecessary ones with drag-n-drop simplicity in Comindware Tracker. Meanwhile the basic day-off request form includes the following frields:
  • The employee name
  • Date when the request was created
  • Some sort of calendar area to indicate days requested
  • Description area for notes (indicate circumstances, if any special)
  • Blank areas for the employee and the supervisor to sign in
  • Check boxes for approval\disapproval
  • Blank text area for an explanation in case of disapproval
“Did you know that HR operations tracking software can help you out and save your time with routine tasks?”

If you are reading this text then, let me guess it right, you do the HR paperwork manually. Did you know that HR tracking software can help you out and save your time with routine tasks?

Probably, you didn’t consider using it because you thought it’s costly or hard to learn. Not at all.

The vacation \ day-off \ sick leave form template you see above is already set up in Comindware Tracker HR Solution and it’s ready to use.

Just imagine: instead of printing out papers, using day off request email templates, filling out forms and signing them, you can just hit a button and initiate the vacation, day-off, sick leave process for any of your employees. Oh wait… you don’t even have to do that: the employee who wants to obtain, for example, a vacation hits the button online, and thus starts the perfectly organized HR process for you. All records are kept under strict business rules so the initiation of the process and the request approval are recorded online.

“…the request goes to the right person in the right form, and the request can’t be missed or left aside…”
holiday request process approval
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When the requester has filled out the online form and hit completed, you get a new task on your to-do list along with an email alert of it. This way, mistakes and misunderstandings are avoided from the beginning: the request goes to the right person in the right form, and the request can’t be missed or left aside.

Comindware HR Solution guides you and others through the whole process until the request is approved and completed. The requester doesn’t have to bother you with emails or visits, asking if the request has been processed or not: they along with their manager and yourself are able to see the request status live and online. Do you still use paper-based vacation tracking templates? Comindware Tracker makes vacation tracking easier with personal web-based dashboards.

No man is an island, and you don’t work alone. Comindware Tracker helps you by sending notifications to other managers when they need to take action. You can also interact with them through the comment threads.

hr workflow execution

Vocation or sick sick leave requests are just a sliver of the full scope HR department work. Comindware Tracker allows creating any type of online forms with drag and drop simplicity right from a web-based form graphic editor:

Any additional software or settings are not needed with the Cloud solution: enter it through your browser, with your personal credentials, and immerse yourself in what we’ve tried to construct as an almost ideal work environment for an HR manager. And you’re just a click away from it: hit the button below and it will take you to the pricing page (the price is really low for Cloud!). Then I suggest you to try the solution for 30 days for free.

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Anastasia Chumakova is Product Marketing Analyst and Workflow Automation Expert at Comindware.
She currently explores online process management product development trends, contributes to www.cmwlab.com and provides tips for better use of Comindware Tracker and online work management solutions.

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5 Ways AI Helps Streamline Project Management Workflows https://www.cmwlab.com/blog/5-ways-ai-helps-streamline-project-management-workflows/ https://www.cmwlab.com/blog/5-ways-ai-helps-streamline-project-management-workflows/#respond Tue, 06 Nov 2018 11:09:39 +0000 https://blog.comindware.com/?p=4771 By Keith Craig: AI will change the course of how project management tasks are delivered and controlled in the future. – PWC If Hal9000 initiated the pop-culture buzz over Artificial Intelligence (AI) 50 years ago in the movie adaptation of Arthur C. Clarke’s seminal sci-fi saga, 2001: A Space Odyssey, then Alexa and Siri have […]

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By Keith Craig:
AI will change the course of how project management tasks are delivered and controlled in the future.

PWC

If Hal9000 initiated the pop-culture buzz over Artificial Intelligence (AI) 50 years ago in the movie adaptation of Arthur C. Clarke’s seminal sci-fi saga, 2001: A Space Odyssey, then Alexa and Siri have lately amplified that buzz to a pitched crescendo.

While not as glamorous – or sinister (“I’m sorry, Dave. I’m afraid I can’t do that…”) – as Hal9000, the AI found in today’s B2B software solutions can be just as pivotal to mission outcomes – and business bottom lines.

But to understand its impact, we first must define what AI is and then apply that definition to project management solutions.

Project Management

Artificial Intelligence Defined in Project Management Capacity

In business context, AI can be considered an assemblage of algorithms that enable computers to solve problems, make decisions, or perform tasks typically reserved for humans. These algorithms can also be identified as “machine learning,” “deep learning,” or “natural language processing.”

Machine learning enables machines to readily accept, adapt and suggest adjustments to new data. As NVIDIA explains: machine learning is when a computer uses algorithms to parse data, learn from it, and then determine or predict a real-world outcome.

If that’s the definition, it’s no surprise then, as Forbes insists, that AI can make informed judgments and decisions by recognizing patterns in data. It doesn’t merely collect and mash numbers; that’s fundamental computation, which has fostered conventional automation.

Instead, AI exceeds this glorified automation. Designed to mimic the fluidity of human intelligence and thinking, AI is rooted in the belief that machines can learn by themselves.

Workflow Defined

Most of us would agree that a workflow is a progression of steps (tasks, events, interactions) that comprise a work process, involve two or more individuals, and create or add value to an organization’s    goals. In a sequential workflow, each subsequent step is dependent on completion of a previous step; in a parallel workflow, two or more steps can occur concurrently.

Workflow can also be defined as the execution and automation of business processes: where tasks, information and documents are shared between team members and acted upon according to a set sequence of rules.

AI-automated workflows foster consistency throughout the process and should yield an exponential increase in team productivity, substantive reduction in errors or miscues, and mitigation of stress.

5 Ways AI Optimizes Workflows

In a nutshell, AI’s promise is that it creates the possibility that automated processes and intelligent tools can reduce monotonous and time-consuming manual tasks (e.g., multi-system data mergers), predict project outcome based on extant data and mitigate risk in processes or execution. Specifically, AI can streamline project management workflows in five ways:

  1. Offloads repetitive tasks: AI algorithms automate and thus streamline standard project tasks. AI chatbots assume simple, repetitive tasks such as meeting organization, plan vs. progress checks, activity reminders for team members, document tracking and cursory analysis of existing data.
  2. Reduces costs: As AI automates ever more project management duties, managers will focus on more complex project activities, therefore raising PM process quality while reducing team effort and associated costs in time, effort and budget.
  3. Eliminates human error: The predictive nature of AI will align data with strategic actions by delivering reliable conclusions about project conditions and future events. Because AI can program itself to prepare conditions and filters, identify interdependencies and predict outcomes, it delivers reliable and sound analysis free from human bias or error.
  4. Analyzes risks: What’s more, AI’s real-time project data analysis helps decision makers identify potential risks (and opportunity) before they occur. These predictive analytics yield greater perspective into a project’s future and can subsequently advise and guide a project manager.
  5. Maintains schedules/budgets: AI can facilitate more robust project planning by enabling auto-scheduling via programmed logic and rules. It can distribute alerts to team members when potential budgeting or scheduling issues are detected. Integration with third-party task creation, scheduling and workflow tools, reduce time and expense, and enhance data quality.

Today, AI delivers Intelligent project management assistants, bots and machine-learning algorithms. As it evolves in the PM space, AI will analyze project status and provide data-driven insights and forecasts that will support project managers in daily tasks.

Ultimately, AI will yield autonomous project management. Until then, it will continue to streamline workflows for project managers and teams, upping productivity, accelerating project completion, and boosting bottom lines.

Keith Craig is Content Marketing Manager for Better Buys. He has more than a decade of experience using, researching and writing about business software and hardware. He can be found on Twitter and LinkedIn.

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Project Management Software Trends for 2018 https://www.cmwlab.com/blog/project-management-software-trends/ https://www.cmwlab.com/blog/project-management-software-trends/#respond Tue, 23 Oct 2018 15:44:32 +0000 https://blog.comindware.com/?p=4756 Changes in project workflow and the makeup of the workplace have impacted how many companies handle project management. Lately, there’s been an emphasis on communication and collaboration, and on finding ways technology can make projects more efficient and transparent across team members. Let’s take a look at some of the biggest trends that are changing […]

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Changes in project workflow and the makeup of the workplace have impacted how many companies handle project management. Lately, there’s been an emphasis on communication and collaboration, and on finding ways technology can make projects more efficient and transparent across team members.

Let’s take a look at some of the biggest trends that are changing how companies get their work done in 2018:

It’s All About Agile

In recent years many companies have shifted from traditional project management styles, like waterfall, to what’s called ‘Agile.’ Agile processes call for a series of sprints with small, concrete milestones, which allows for quick turnaround of projects, with flexibility and iteration built into every stage.

Agile teams work collaboratively, without reliance on hierarchies, siloed teams, or massive project briefs. Designers, programmers, and testing teams are engaged in all phases of the project rather than doing each step as a stage of its own, as often happens with waterfall methods. Rather than starting with the final, complete project, work is broken down into smaller projects with independent milestones. This process leads to the quick development of an MVP (minimum viable product) that can be tested and improved upon, while creating short-term results that can be shown to management along the way.

On an Agile team, it’s the project manager’s job to make sure all team members remain in constant communication with one another and know what everyone is working on. This prevents issues like accidental duplication of work. Agile processes are iterative from start to finish, with flexible objectives that can change at each iteration.

Project Management Software Trends for 2018

The flexibility that comes with Agile means there can be a lot of moving parts that need to be tracked and monitored, which means that a team using it needs to use project management software that’s as flexible as the projects themselves. For a process like this, project management software has to do a lot more than help a PM plan project stages and timelines. It has to have communication and discussion capabilities built in, as well as be usable for everyone on the team.

Even if your company isn’t using Agile methods now, it’s the wave of the future. Small companies were the first to use Agile methodologies, but now it’s being adopted at the enterprise level. Moreover, while software development was one of the first industries to embrace Agile, it’s become more widely adopted recently, including across industries like construction, finance, and even marketing.

Younger Team Members & Project Managers

A closer look at the current workforce explains one of the reasons so many companies are trying out Agile methods: younger, more experimental team members.

As of 2016, millennials made up 38 percent of the workforce, a number that will increase every year as more enter the labor pool and baby boomers retire. Millennial employees—young adults, those born in the 1980s and 1990s—are tech-savvy, plugged into social media, and are on the hunt for fast-paced and meaningful places to work.

And they’re increasingly having an impact on their employers. In a recent article, The New York Times Magazine suggests that millennials “wield an incredible amount of economic and cultural power,” forcing companies to keep up with a significant cultural shift.

Younger employees’ style of working explains one of the reasons Agile has become so popular: millennials embrace technology. When it comes to teamwork, these employees often prefer online tools for communication over in-person meetings, phone calls, or email. They like working on collaborative teams m rather than in hierarchical structures or silos. And they’re looking for tools that are lightweight and high-performing, with a preference for those that bring a sense of humor into the workplace.

When it comes to software, you’ll be successful if you anticipate how your team works best. While a tried-and-true, one-size-fits-all project management tool might have worked in the past, it’s likely that such products will feel stodgy and bloated to younger employees.

Robots In Our Project Management?

Everyone’s talking about artificial intelligence and the Internet of Things (or IoT). What this means in the context of project management is that we should expect more from our software.

Project management benefits from artificial intelligence in all kinds of ways. With some tools, once a project manager enters data, the software can calculate anticipated timelines and deadlines. It can also help you determine individual workers’ productivity and efficiency. Automated calculations like this can help a team figure out what’s on track and what’s falling behind.

But today’s software can do more than simply review stages of a project. With IoT technology, you can build in reminders, automate tasks like invoicing, and even track physical assets. If your company deals in retail sales, your software can help you track how many of a specific product has sold, calculating inventory needs on the fly. You can also use sensors to track the movement of vehicles or machinery usage, record equipment replacement cycles and schedule regular maintenance, and send automatic messages to your employees as milestones are reached. Features like these can be used to enhance turnaround time on project development and limit downtime due to equipment malfunctions.

For some companies, artificial intelligence also means that workers typically not part of the project management system, such as those in receivables and distribution, or builders on construction sites, now can be looped directly into the overall project planning process.

Project management tools are also becoming more integrated. In addition to project tracking itself, more tools are building in other types of tracking and analysis. You can now find risk management, communication, ticket tracking, invoicing, timesheets, and other detailed data analysis all built into project management software.

Project Transparency

In the past, most project management software would be used only by team leaders and project managers themselves. Other members of the team were assigned tasks and project managers checked in with them on their progress, and as tasks were finished, the project managers marked stages as complete.

The combination of Agile workflows and small teams mean that it’s more common now for everyone on a project team to need access to the PM software. As noted above, Agile processes bring the entire team into the project management world, meaning it’s helpful to provide transparency to the entire project lifecycle. No longer do projects have a single designated project manager who’s in charge of the steps and communicates them in a one-way flow. Now everyone needs to view the stages of a project and offer input, often including company executives.

With so many people participating in the execution of a project, it’s imperative that everyone can use—and understand—the software you choose. Having multiple views (grids, Gantt charts, Kanban boards, and calendars, just for starters) allows people to access the information in ways that work for their different project roles and personal preferences.

Collaboration and the Cloud

More and more companies are choosing to hire remote workers or allowing employees to work from home for part of the work week. In fact, 55% of hiring managers agreeing that remote work is becoming more common, and 63% of companies having at least one remote worker.

The trend towards a more distributed, remote workforce means that a growing number of companies have different software needs than they would if they were managing onsite employees. In particular, distributed teams need a way to communicate as if they were all in the same office. Further complicating the process, with fully-remote teams, companies may have employees all over the world, which means that a lot of the workplace conversation is happening asynchronously, while one team member is asleep or out of office.

To address these needs, cloud-based software solutions address the needs of a distributed company. Such software needs to be operating-system agnostic, working on a variety of devices. Because information is transmitted over the Internet, it should also include security protocols to protect sensitive and proprietary data. Most of all, it needs to run fast without lagging, and allow for multiple people to view and interact with documents simultaneously.

Data is King

Project managers determine a project’s success by reviewing all the metrics. How long did everything take? Did they hit all their milestones? Did it stay within budget? If not, where did they fail to? Was it delivered on time or did they fall behind schedule? How many hours did a project take in total? And so on.

The best project management software takes all of the project data into account and provides easy-to-use reporting tools that can be used at all stages of the process. Even better are those tools that allow for enhanced data collection, customizable filters, and complex analytics.

This ties in with the above note about artificial intelligence and smart algorithms in project management tools. Increasingly, project management software can help visualize data and allow project managers to analyze a process on the fly, as well as forecast future issues based on past trends.

The Bottom Line in Project Management Software

There are a lot of project management apps to look at, but if you want to stay on the cutting-edge of software trends, here are a few things you should look for:

  • Project planning and scheduling features that are easy for the entire team to use and understand
  • Cloud-based rather than installed on individual computers or on an in-house network
  • Mobile capabilities
  • Integrated communication tools (including group chat, email or one-to-one messaging, and/or comments)
  • Risk management, ticket tracking, time sheets, and other functionality
  • Multiple view options, including grids (spreadsheet), Gantt charts, calendars, and cards/kanban boards
  • Time tracking and/or estimating
  • Reporting (with easy-to-export analytics)
  • Budgeting and forecasting

When choosing your project management solution, make sure you’re taking into account both your company’s existing needs, as well as what may be coming around the corner.

Michelle Nickolaisen is a content marketer based in Austin, Texas. When she’s not writing B2B trends and tips for TrustRadius, she’s usually listening to podcasts.

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Top 5 Features That Every Back Office Software Should Have https://www.cmwlab.com/blog/back-office-software/ https://www.cmwlab.com/blog/back-office-software/#comments Sun, 12 Aug 2018 10:54:55 +0000 https://www.cmwlab.com/blog/?p=1484 Any modern successful company consists of many departments and teams. Although most of these departments are very specific for each type of business, we still can separate these into two groups: front office – departments, that come in to contact with clients (marketing, sales, service); back office – departments, responsible for running the company itself […]

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Any modern successful company consists of many departments and teams. Although most of these departments are very specific for each type of business, we still can separate these into two groups:

  • front office – departments, that come in to contact with clients (marketing, sales, service);
  • back office – departments, responsible for running the company itself – for manufacturing or developing the products, for company administration, etc.

Back office departments are never in touch with the clients – they are the core of the company. They are invisible to you (as a customer), but they still exist in this small local shop on your street, in your bank and in huge international corporations. Even your high school had many back-office departments.

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So, what is the specific of back-office software? Here, at CMW Lab, we think that back office software must have the following features:

  1. Scalability. the software must be so functional, that it can be used by any back-office department. You can start using this software in a single back-office department (such as in HR), but in future you must be able to integrate the same software, with the same database into another department’s activities.

  2. Unified working environment. A single software means that everyone is able use it – your employees across all departments could learn together in centralized sessions. A single database means that once data is in the software, it will always be there, available for anyone who is allowed to use it. When you hire an employee, you will input their ‘employee card’ in to your software and later you can update this ‘card’ with employee’ achievements, certifications, etc. that they have received working in your company.

  3. Top 5 Features That Every Back Office Software Should Have
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  4. Reliable security system. The back office software should allow advanced security settings, so that secret information, will only be accessible to users you have selected. No excuses – some information in the hands of the wrong person can lead to company bankruptcy or even worse.

  5. Rapid process design and automation. The software should be easily configurable for internal process architects – they must be able to design and update their processes easily, without reading a ton of manuals, and without specialized training. Process design must be both intuitive and functional.

  6. Ease of use. The software must be simple to use. It should have a convenient and easy-to use interface, which works in the user’s familiar environment – in their browser, on their iPhone, in their Microsoft Outlook.

  7. API and integrations. It should have the ability to integrate with existing back-office and front-office applications. Using single software and a single database is a perfect situation. However, more often, you have to integrate back-office software into existing infrastructure – you need it to pull data from different sources and you need to display its data on your web-site, in your front-office software, Microsoft Sharepoint integration, etc. It is very hard to achieve that if your software hasn’t provided you with developer-friendly API.

In my opinion CMW Tracker is the perfect back-office software. In designing and developing it, CMW Lab has followed the above principles. Even CMW Lab uses CMW Tracker in its back-office operations! And, although, it is also perfect as front-office software (yes – CMW Lab uses CMW Tracker as front-office software too), today and in my next articles I’m going to tell you only about its benefits as back-office software.

By the way, do you know that CMW Tracker has predesigned vertical solutions for different back-office departments? You can install these with one click and start using them immediately by going to the “Menu” tab in the CMW Tracker interface and clicking “One-click Solution Setup”. You can use our solutions in your financial department (“Finance and Administration”), IT department (“IT Help Desk”), HR department (“Human Resources”), software development department (“Software Development”).

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Anastasia Chumakova is Product Marketing Analyst and Workflow Automation Expert at Comindware.
She currently explores online process management product development trends, contributes to www.cmwlab.com and provides tips for better use of Comindware Tracker and online work management solutions.

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Contract Management Software https://www.cmwlab.com/blog/contract-management-software/ https://www.cmwlab.com/blog/contract-management-software/#respond Wed, 01 Aug 2018 10:55:50 +0000 https://www.cmwlab.com/blog/?p=1823 With the rise of a company, its internal bureaucracy also grows stronger and bigger. When you work in a company of 3 people, you can simply tap Bruce Murdock (your manager) on the shoulder and ask him – “Could you sign up this contract”? But when Bruce has more than a thousand employees and each […]

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With the rise of a company, its internal bureaucracy also grows stronger and bigger. When you work in a company of 3 people, you can simply tap Bruce Murdock (your manager) on the shoulder and ask him – “Could you sign up this contract”? But when Bruce has more than a thousand employees and each one taps him on the shoulder, we believe that Bruce’s business would get stuck. So, Bruce organizes his people in teams and departments, which is a normal process, and sets collaboration policies in order to make sure that they manage contract lifecycle effectively.

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Unfortunately, policies frequently bring an increase in bureaucracy, which is not always supported by the improvement of informational technologies used in the company. You cannot tap your boss on the shoulder, but sometimes you must write many papers or send lots of emails before you achieve any results.

Real-life contract lifecycle example

Let’s take an example from real-life – the company “Gold Bridges” (which, of course, builds bridges) decided to create a corporate web-site. This task is assigned to a single member of its IT department – Kurt Knoxville. He creates the site on his own machine, describes to his manager that the site also needs to be hosted on some Web-Hosting and gets his funding request approved. Do you think that’s all? No – “Gold Bridges” still needs to sign the contract with the “Silver Web Hosting” company.

So, Kurt chose the “Silver Web Hosting” company as the hosting provider. He comes to his direct manager – Helena Hudson and they both fill out the necessary paperwork. Then Helena goes to Abraham Rosenblum from the Legal Department – his duty is to check the contract from a legal point of view. Abraham checks it and tells his assistant, Johan Manderly, to give it to the CFO of “Gold Bridges” – Peter Thomas. Peter checks if the company has enough money for this contract. He also makes corrections to the current quarter budget and transfers the approved papers to the CEO – John Bernstain. John…Oh no – we believe you’ve got the point and there’s no need to continue this story.Signing of the contract isn’t an easy process. In addition to the contract with “Silver Web Hosting”, there’s also the consideration of VPS in Hong Kong for potential expansion.

Contract management isn’t easy

Contract processing involves many people from many departments. At each step, the contract must be discussed and anyone can make changes to it. Some contracts can even be rejected by the person in charge of it . Papers can just get lost on someone’s desk and stay there forever. Abraham can be on vacation and Helena won’t know who is covering his work. Even if you use email instead of paper, the problems do not go away – emails also can get lost in the ‘Spam’ folder or John can simply ignore Peter’s email because he is too busy with other activities.

The situation covered above highlights the most common contract management challenges every company or department faces – keeping tabs on content and work flow, time sinks. You should note that this list is far from being full as many companies also have such contract management struggles as protecting data, remaining compliant, and more. Your team likely puts a lot of energy energy to have their work done, maintain organizational speed and stay above the water. But these never ending contract management struggles can easily bring your team energy down and you are likely to take 20 minutes to step back and check for a possible solution that will make the near-term difference for your business.

How to Choose Contract Management Solution

Below we’ve put together a checklist of essential features you’ll need to look for and think about when considering a contract management solution.
  • Remote access to contacts and contact approval tasks
  • Notifications
  • Secure document storage
  • Custom reports
  • User access permission management
  • Easy scalability and adjustment
  • Social collaboration

Contract approval app for consideration

One of the solutions for every company, which deals with contract approvals, contract management – is to use contract management software. Comindware Tracker is a streamlined web-based solution for this purpose. You can automate almost any process within your company, but some of the processes are already pre-designed by our professionals and are included in the current release. And, of course, it includes the “Contract approval” application that includes a template for the purchase request approval process. The template which includes contact approval workflow and the business rules for automated contract management, that can be changed in a snap by non-technical users. Here is how his workflow template looks like: Contract management and approval

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To install it, go to the “Menu” tab of Comindware Tracker UI and deploy Finance Management Solution by clicking “One-click Solution Setup”. This will create a workspace with several applications, including “Contracts”. How will this change the contract approval process? Instead of filling in the papers or sending an email, Kurt and Helena simply open the Comindware Tracker interface and single-click a special button to create the new “Contract Approval” process with the title “Web-hosting contract”. After saving it, they will delegate any future work on this contract to Abraham by simply clicking the “Next Step – Send for revision” button. Abraham is notified about this action with an email notification. He can also see that he has an active task in the Comindware Tracker interface in his “My Active Tasks” list, and in the list of his Outlook tasks (both lists are synchronized automatically). Helena and Kurt have now finished on this process and can continue their usual activities – if someone needs their response, they will be notified accordingly.


Contract approval form

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This way, the contract approval process goes through all the departments involved – legal department, CFO, CEO and then returns to Helena. At each step only one person is working on the contract. But if the contract needs to be discussed, the person can use the “Discussion” tab in the contract approval form. Leave a comment there and everyone is notified about it. Information is never lost or ignored – it is stored in the centralized database and everybody involved in the contract approval process gets a notification about it accordingly.


Comindware Tracker is the perfect software for tracking all your company activities. It is a perfect specialized contract management software tool as well with its Finance and Back Office Administration Solution. Install it and use the “Finance Management Solution” solution. Explore the other systems we have developed for you, adopt them to your company needs and create new ones. Do not hesitate to share your experience with Comindware Tracker with us. Please describe how you have automated everyday activities in your company with Comindware Tracker.

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Anastasia Chumakova is Product Marketing Analyst and Workflow Automation Expert at Comindware.
She currently explores online process management product development trends, contributes to www.cmwlab.com and provides tips for better use of Comindware Tracker and online work management solutions.

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Retain talent at work with the right training and development software https://www.cmwlab.com/blog/retain-talents-at-work-with-employee-development-tracking-software/ https://www.cmwlab.com/blog/retain-talents-at-work-with-employee-development-tracking-software/#respond Mon, 24 Jul 2017 01:55:49 +0000 https://www.cmwlab.com/blog/?p=572 Talent management strategy consists of small but smart steps that, on the whole, have a huge influence on the moral of the people working for your company. It’s a proven part of employee satisfaction and retention, as it gives your crew a well-grounded feeling that their career is advancing. From your part, as an HR […]

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Talent management strategy consists of small but smart steps that, on the whole, have a huge influence on the moral of the people working for your company. It’s a proven part of employee satisfaction and retention, as it gives your crew a well-grounded feeling that their career is advancing.

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From your part, as an HR professional, you need to organize training and assessment processes accordingly. Here at Comindware we decided to help you make it quicker, so we’ve crafted a training process template, and then automated it according to current +2017 employee development software trends. Read on and learn how training and development software can serve your talent management initiatives.

Process diagram: Training and development process diagram for Talent Management

Checklist for Training and Development:

  • Training Schedule
  • Training materials (texts, handouts)
  • Assessment
  • Training process: when automated with talent management software, it takes less time to schedule, manage and assess training.
Training and development process diagram Process diagram: Training and development process diagram for Talent Management.
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Technically, a highly motivated and good worker can leave their job when they feel that their career and professional development is stagnating.

  • most US companies claim that it’s hard to find the right professional
  • consequently, it’s painful to see them go

That’s why talent management is an integral part of business strategy, along with human capital management. When properly set up, training and development programs not only help professional growth, they also bring a breath of fresh air and produce positive effects on the employee’s morale.

At the same time, as HR processes don’t add value to the product you sell, they shouldn’t be costly. So the less time you spend managing the training process the better. Here’s when training and development software come to the fore.

Comindware Tracker HR Solution has the training and assessment or, so called talent management process set up, along with other HR processes. It’s accessible online, so you don’t have to install heavy professional development tracking software on your desktop computer. Basically, the solution is ready to go: we tried to make what we expect to be an ideal HR working environment. You can try it out for free right away for 30 days. Get your credentials here.

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Anastasia Chumakova is Product Marketing Analyst and Workflow Automation Expert at Comindware.
She currently explores online process management product development trends, contributes to www.cmwlab.com and provides tips for better use of Comindware Tracker and online work management solutions.

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