Transforming workflows into profits
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TimeLinx software provides a single tool for project management, professional services, timesheet tracking, and integration with CRMs. It offers configurable workflows, dashboards, and business rules for real-time visibility into projects and tasks. The document asks the reader to answer six questions about their current project management processes to determine if TimeLinx could help by providing a single system to reduce errors, capture billable work, and provide timely reporting to customers.
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Transforming workflows into profits
- 1. 6 Questions to ask yourself to help transform your workflows into profits and prepare for growth
- 2. TimeLinx helps bridge the gap between your CRM and ERP and gives you an all-inclusive approach to project management and professional services all in a single tool. Enjoy the benefits of: • Fully configurable workflows, dashboards, business rules, in addition to customizable actions and fields • Real-time visibility into your project’s progress • At-a-glance project and associated tasks each team member is working on • Timesheet tracking • Mobile Connectivity • Integration with popular CRM tools such as Sage CRM and Infor CRM • And much more… Answer the following questions and then download our white paper and/or contact us to schedule a demo. TimeLinx Software, Inc. © 2016 P.2
- 3. 1. Are you unable to view, in real-time, non-performing and under-performing projects and staff resources? P.3 TimeLinx Software, Inc. © 2016 First, let’s start here. Ask yourself the following questions:
- 4. 2. Is your time and expense information error-prone due to data that must be re-entered from multiple systems and spreadsheets? P.4 TimeLinx Software, Inc. © 2016
- 5. 3. Is your staff performing out-of-scope work that should be captured for additional billing? P.5 TimeLinx Software, Inc. © 2016
- 6. 4. Does it take too long to compile and bill out-of-pocket expenses? P.6 TimeLinx Software, Inc. © 2016
- 7. 5. Are you losing revenue by not capturing time for all work performed? P.7 TimeLinx Software, Inc. © 2016
- 8. 6. Are you delayed in providing customers with timely and accurate project reporting? P.8 TimeLinx Software, Inc. © 2016
- 9. If you answered ‘yes’ to any or all these questions, then a review of your office workflows and systems is timely to reduce costs and redundancies. P.8 TimeLinx Software, Inc. © 2016 Now what do I do?