There are many project tasks, the progress is difficult to grasp, and the management is difficult to coordinate. How can we ensure that the project is delivered on schedule and with high quality, and the project profit can be guaranteed? How to use the partner cloud zero code to do a good job in digitizing project management?
01 Project management VS task management: long cycle and more complicated
What is the difference between project management and task management? Task management can be said to be a subset of project management, and complex, long-term tasks form a project.
Task management is more of a single-point management, which is suitable for some temporary, short-cycle, or internal matters, such as marketing activities, annual meetings, team building, etc.; if it is long-term, with many collaborators, and high complexity Items are more suitable for project management.
02The core of delivery project management: manage quality and profit well
Project management scenarios are mainly divided into two categories, one is delivery and the other is research and development. Delivery projects are mainly for customers, such as corporate consulting, study abroad services, design services, etc.; R&D projects, as the name implies, include product development, equipment production research and development, software research and development, etc.
Partner cloud project management focuses on delivery. The core of delivery projects is to manage two points:
1. Manage quality well: Project overdue, project quality not meeting customer expectations, frequent project risks but no countermeasures, etc., will affect customer satisfaction to varying degrees. Only by managing the quality of the project and delivering on demand and on schedule can we win a good reputation and bring more project opportunities.
2. Profit management: If the profit management of the project is not done well, the company will face the situation that the total project cost exceeds the budget, there are many bad debts, and the loss receivable is unclear. Therefore, it is necessary to efficiently manage each node in the project.
03Partner cloud service delivery project management: precise positioning, full chain management system
The core resource of service-oriented delivery is people, and consulting, training, and customized development are all service-oriented delivery. Partner cloud service-based delivery project management is based on the five major processes of project initiation, planning, execution, monitoring and closing, creating a full-chain project management system, which also includes the approval of key project nodes: project approval, project change approval, Project final approval, etc.
In the process of project management, due to the long process, many nodes, and many people involved in the delivery project, problems emerge in endlessly: the goal is not clear, it is difficult to accurately evaluate the progress and results of the project; the project risk management is insufficient, and the potential risks cannot be identified and dealt with in a timely manner. Difficulties in project planning and time management affect customer satisfaction and resource utilization efficiency; it is difficult to accurately calculate project costs and revenues, and it is difficult to assess profit and loss status and profit margins... So, what problems can the partner cloud service-based delivery project management system solve?
Q: How to solve the problem of poor monitoring of project progress and faults in management?
Set the key stages of the project, set the project stage in advance in the system, disassemble the project process in an orderly manner, and manage it in a unified manner;
After the contract is signed and approved successfully, the system automatically creates the project, automatically divides the project into several stages according to the project stage, and generates a schedule. After the project leader formulates the time schedule for each stage, the project approval is initiated;
Through the project Gantt chart and workbench, the overall display of the number of tasks and the completion progress of each stage of the project;
If the project is overdue and has not started or ended, the partner cloud project management system can be integrated with Qiwei, Feishu, and DingTalk to realize task overdue reminders;
Approval nodes are also set up for project changes and project completion to ensure that the project is carried out in a standardized manner;
During the project process, if the customer also needs to know the progress stage of the project, the expected completion time, whether there is a risk of delay, etc., they can scan the QR code on WeChat through the customer portal to enter the system to check.
The above operations can effectively avoid too many projects, unmanageable progress, and chaotic execution. Managers can grasp the project progress at a glance through the project Gantt chart. Task disassembly and overdue reminders help employees arrange work more reasonably.
Q: How to solve the problem of uncontrolled project quality and low customer satisfaction?
Project database: To meet customer expectations, service-oriented enterprises must first realize the mastery of data and ensure consistent information. The partner cloud project management system provides a database, uploading the data at each stage, and the project personnel can see the overall data, ensuring that the information is symmetrical and there is no deviation.
Task feedback confirmation: After the executor delivers the task, he will send a reminder to the project leader for confirmation, so as to check the intermediate links of the project in time and confirm the execution quality of each node, so as to ensure the quality of the overall project.
Q: How to solve project risks without a plan and untimely response?
In the partner cloud project management system, a table can solve the problem. In the risk management section, after the project executor identifies a risk, he can report it in the system, and the project leader can take timely countermeasures. In the project kanban, you can also see the list of unprocessed and closed risks as a whole, and effectively carry out risk tracking.
Q: How to solve the problems of unstated working hours and unclear labor costs?
In enterprise projects, labor costs are a large expenditure, but the actual labor hours invested by many enterprises are not clear, and labor costs cannot be calculated, which makes it difficult to analyze project profits and lacks data basis.
Partner Cloud project management can support the reporting of working hours according to the project dimension; provide personnel hourly salary setting functions, support one-click import, and support automatic calculation of human working hours costs; provide project working hours reports, personnel working hours reports and other working hours related reports, which are convenient for viewing and summarizing.
Q: How to solve the problem of no summary of billing and frequent bad debts?
Generally, service-oriented enterprises have a relatively short project cycle, many parallel projects, and a large amount of account management workload. It is easy to have the situation that the invoice has not been paid or the balance payment has not been collected, and even the project has bad debts.
The solutions provided by the partner cloud project management system are:
1. Record project revenue and expenditure at any time, and establish project billing and payment collection records;
2. The system automatically summarizes and displays the project ledger in the project dimension, counts the billing and payment data, and the project leader can visually see the billing and payment status of each project;
3. The system automatically displays the monthly project payment invoicing and payment collection summary data in the time dimension;
Q: How to solve the problem of delayed accounting of revenue and expenditure and the project facing losses?
In the partner cloud project management, establish an expense approval process, and each cost expenditure must be approved by a designated person, so that managers can understand the whereabouts of each fund;
Set up budget excess warning signs, once the budget exceeds the limit, it can be found and corrected in time;
The system takes the project as the accounting unit, and automatically displays the project profit data in real time according to the contract and cost data, which is convenient for the person in charge to control at any time and make quick decisions.