Month: January 2017

All the latest news and updates from the Graftman team

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Without a clear framework to guide you towards your goals, managing a new project can be a daunting task. You need to know when and how to organise and start processes, motivate and manage your staff, as well as acquiring the necessary resources to put to best use.

The first step in successful project management is breaking your project down into tasks, and defining the stages that they go through towards your final goal.

Workflow is how these stages are decided on, how they are ordered, and it also defines the transitions between them. Each individual stage in your workflow will also move through various states indicating how near they are to completion. For instance, a customer opening a new account with your business, appointments they make with you, evaluations of progress, and any record keeping that goes along with this process. Good project management will set the ideal timespan for each stage, the resources required, the staff allocated to each stage, as well as their level of responsibility and associated duties.

The central idea is introducing and setting repeatable processes that lead to the same desired end result each time, giving you a solid basis for estimating how long a task and its parent project is going to take. This is important when you have tight business deadlines. It also helps you give you staff guidelines on how long they can spend on a particular task.

Utilising workflow in your project management benefits staff at all levels. Employees know where they stand in the hierarchy and exactly what their duties are at any given time. They have set procedures they can follow, as well as a clear understanding of their roles and responsibilities.

Graftman offers you a way of automating workflows, making your project management efforts more likely to lead to the results you need, within the time frames you have set.

Graftman ensures every task undertaken is guided through stages and states predetermined by you, monitored and logged in real time. Our RAG feature keeps you and your staff up to date with where they should be up to with their work and the amount of time allocated to it.

If you’re looking for a workflow software solution that ensures you meet your project management goals on time, get in touch today.

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Many businesses utilise multiple software packages for different parts of their work flow. Email to communicate with clients and staff, spreadsheets and databases for records as well as programs to produce statistics as charts and graphs.

But spreading tasks out between programs can be inefficient and open to security lapses. Time is wasted importing and exporting files between packages or even manually inputting data, and there is a greater risk of losses or accidental deletions.

Graftman offers a way to handle all of your business needs in one, secure, cloud-based platform, but with the advantage of integration with other software of your choice. With no need to duplicate tasks or risk missing data, and immediate data transfer in one click. A log keeps every event on the system recorded for future reference.

Documents including photos and scans can be uploaded and stored for easy access. Graftman can generate its own charts and graphs from automatically logged system events. All that is required by the user is to define the criteria and time period. User management as part of the system includes easy to use profile and permission editing. Customised invoices and statements for your accounts can be created and exported. All of this can be accessed in a web browser without the need for additional software through a cloud-based, responsive interface.

Graftman’s range of integration features:

  • CSV export allows integration with Sage accounting software, as well as Microsoft Excel.
  • SMS and emails can be sent either manually or automatically, triggered by events.
  • Gmail integration for users.
  • Rackspace integration for document storage.
  • PDF export for use with the Adobe suite of products.

To take advantage of a single centralised platform for your business needs, get in touch with us today.