Professional Services Management

Small businesses, in particular, need robust yet flexible tools to stay competitive and deliver exceptional service. InfoLobby, a versatile project management and collaboration platform, can help streamline these processes. Here’s how small businesses can leverage InfoLobby to manage the main steps involved in professional services management.

Understanding InfoLobby

InfoLobby is a cloud-based platform that allows businesses to customize their workflows, manage projects, and collaborate seamlessly. With its customizable workspaces, tables, and integration capabilities, InfoLobby can adapt to various business needs, making it an ideal choice for small businesses looking to enhance their professional services management.

Key Steps in Professional Services Management

1. Client Onboarding
2. Project Planning
3. Task Management
4. Time Tracking
5. Communication and Collaboration
6. Reporting and Analytics

1. Client Onboarding

Setting Up a Client Workspace

Start by creating a dedicated workspace for each client. This workspace will serve as a central hub for all project-related information, making it easy for your team to access and manage client details.

Customizing Client Tables

InfoLobby allows you to create custom tables tailored to your onboarding process. Use these tables to capture essential client information, track onboarding progress, and store important documents. You can include fields for contact details, project scope, agreements, and any other relevant data.

2. Project Planning

Building a Project Plan Table

Create a project plan table to outline the scope, objectives, milestones, and timelines for each project. This app can include fields for project descriptions, start and end dates, key milestones, and deliverables. By having a centralized plan, you ensure all team members are aligned with the project goals.

Assigning Roles and Responsibilities

Use InfoLobby’s task management features to assign roles and responsibilities to team members. This ensures everyone knows their tasks and deadlines, promoting accountability and efficient task execution.

3. Task Management

Creating and Assigning Tasks

InfoLobby’s task management capabilities allow you to create, assign, and track tasks within your project workspace. Tasks can be categorized, prioritized, and assigned deadlines, ensuring that every aspect of the project is covered.

Automating Task Workflows

Leverage InfoLobby’s workflow automation features to streamline repetitive tasks. For example, you can set up automated reminders for upcoming deadlines or notifications for task completions, saving time and reducing manual effort.

4. Time Tracking

Implementing Time Tracking Apps

Time tracking is essential for managing billable hours and ensuring project profitability. Create a time tracking table within InfoLobby to log hours spent on various tasks and projects. This helps in accurate billing and provides insights into resource allocation.

5. Communication and Collaboration

Using InfoLobby Comments

InfoLobby offers a built-in comment feature, facilitating real-time communication and collaboration. Team members can discuss tasks, share updates, and provide feedback directly within the platform, reducing the need for lengthy email threads.

Integrating with Communication Tools

Enhance collaboration by integrating InfoLobby with other communication tools like Slack or Microsoft Teams. This ensures that all project-related discussions are centralized and easily accessible.

6. Reporting and Analytics

Creating Custom Reports

InfoLobby’s reporting capabilities allow you to generate custom reports on project progress, task completion, and resource utilization. These reports provide valuable insights into project performance and help in making informed decisions.

Using InfoLobby’s Dashboard

Set up a dashboard to visualize key metrics and project status at a glance. The dashboard can display information such as upcoming deadlines, project milestones, and team workload, enabling proactive project management.

Conclusion

InfoLobby’s flexibility and customization options make it a powerful tool for managing professional services. By leveraging its features for client onboarding, project planning, task management, time tracking, communication, and reporting, small businesses can enhance their efficiency, improve client satisfaction, and drive growth.