A perfect collaborator: Part II
I had found a super online project management system that incorporates the database/spreadsheet as its foundation, and that is called Smart Sheet. Smart Sheet is the database on steroids. It proved extremely useful for me, but other features left me wanting more, so sadly, I bid it adieu.
That’s ok because Central Desktop’s database feature has the kitchen and bath design firm covered. Custom databases are easily created, as you simply select the number of rows and columns you require. Central Desktop also gives you the option to use a typical spreadsheet format similar to Excel and to position the database or spreadsheet within a separate document. Zoho Projects also offers a spreadsheet option.
Following are various uses for databases—and please feel free to comment with your own thoughts for databases, which might help our business have a more efficient flow of information.
Within a client’s project, one can create databases of fields/columns for:
• product, model number, description, net cost, retail cost, shipping/tax/delivery, total, and notes headings (separate columns) in one row
• contact information headings for clients, suppliers, allied professionals situated on main company page or in individual project workspaces
• sales pipeline/lead progression with fields such as initial contact, follow up, budget, project timing, products desired, etc.
• cabinet order checklist
• pre installation checklist
• plan details yet to be resolved/decisions made
• appliance list/order information
• punch list
Databases/spreadsheets may easily be copied for use on other projects within the system so that the same format can be used again. I did not find many other project management systems that had databases as a feature, and of course, the convenience to use it within the project management system is the draw. They can be shared with employees or clients as desired, with an employee able to enter information. A database is orderly, organized, focused and it is easy to see where the missing information is. My personal productivity has definitely increased.
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