As the new year gets underway, businesses can experience a “holiday hangover” as employees return from vacations, a new business plan is implemented, and changes with clients cluster together to create or reveal workflow problems. If the business relies on manual processing of client and project/job data, even minor interruptions can lead to major delays.
If your job or project management processes have a built-in reliance on one employee whose job it is to know which data to pull and how to compile it, the potential for error and delay increases dramatically if that person gets behind due to vacation or illness.
Your Data but Their Reports?
You know that your CRM or ERP software is capable of drawing together tremendous amounts of data about your clients and services, and where your employee hours are being spent. Asking questions that differ from the off-the-shelf software’s original structure may be stifling productivity when the reports you generate aren’t exactly what you are looking for. Worse, if you are dependent on project management tools, very few of them exchange data in a meaningful way with CRMs and ERPs, creating a speed bump in the middle of a key area of your workflow.
Custom Software Smooths the Road
Your processes are only as good as the services you use to make your business run. Today, the majority of those services are delivered by off-the-shelf software. Keeping multiple solutions connected is usually a manual process. In the case of project management software, every time a project updates the mirroring of the data in CRMs or ERPs may be lost or delayed in a manual process, causing scheduling, communication, and collaboration to get off track. It makes good financial sense to have your project planning tools connected in real time with the rest of your business processes.
Triple Helix builds custom solutions that can work with your project management tools. Working with your existing software solutions (often through existing APIs) we create everything from an automated updated process to a custom portal through which your team can manage, view, and update project schedules, track and update customer changes, job status, and priority levels. A cloud-based solution can even allow sharing of these tools to your entire business. Whether everyone is on-site or remote, their access to the best current project and scheduling data affects your business’s bottom line.
For over 15 years Triple Helix has been working with clients in the manufacturing and services fields to discover efficiencies, and the business and productivity drivers that create efficient workflows. Our custom solutions are platform agnostic, so you don’t suffer loss of data and lag time from software changeover. Contact us if you would like to schedule a risk-free consultation to see if Triple Helix can help your company better organize, access, and analyze your data.
