In the previous post, we looked at how workflows can assist you in taking the information from an issue and creating a change request or RFI . This post will look at one of the next steps in this process, which you may need if the change required has an effect on one of the subcontracts.
If everything is going exactly to plan, something somewhere is going massively wrong – how MS Dynamics CRM 2011 dashboards can help
I found the great quote for my headline from a collection of project management sayings from Steven Seay’s ProjectSteps blog. I thought it was quite quirky and relevant not only to project management in general but also to today’s discussion on Microsoft Dynamics CRM 2011 dashboards.
The Workflows Series – Creating RFIs and Change Requests from an Issue
This is the fourth post in the Workflow series, which we hope has been helpful so far in showing you a few examples of how workflows can help automate some key areas of IPM you use every day.
How project managers can benefit from conditional formatting in Microsoft Dynamics CRM 2011
Here at IPM Global we’re gearing up for the global on-premise release of Microsoft Dynamics CRM 2011, earmarked for February 28th. In preparation, I’ve been doing some exploring to discover all the cool new features of CRM 2011 that are going to make your lives a lot easier as project managers and IPM users.
The Workflow series – Making Purchase Order Approvals Simpler
This is the third post in the Workflow series, showing you easy ways you can use workflows to enhance and automate IPM to suit your own business processes.
This week, I’m going to show you a workflow we came up with that can make the process of approving purchase orders simpler. In your organisation, you may have employees who are only authorised to approve purchase orders up to a certain amount, but anything over that must be approved by an employee with a higher approval limit, such as the project manager.
Failing to plan is planning to fail – tools to help plan for project success
No doubt one of the great mantras used by project managers the world over is that failing to plan is planning to fail. I recently stumbled across a blog I haven’t seen before from the Project Management Institute and it’s got some really great posts by project management professionals from all over. My favourite post is quite a recent one from Jim De Piante about how project planning is the key to a successful project management career, and it got me thinking about planning and the tools we can use to ensure our plan’s success.
The Workflow Series – Monitoring Meeting Minute Items
This is the second post in The Workflow Series, which shows how workflows can enhance and automate different areas of IPM to suit your business processes better. Of course, due to the nature of workflows, you can decide how and where you use workflows, so these are only examples in an almost infinite list of possibilities.
5 signs it’s time to upgrade your project management software
I know it’s human nature to hang onto things we’ve outgrown or no longer have use for. Be it some emotional connection we have to the tattered pair of jeans that no longer fit, or the fact we’re just too lazy to change mobile phone providers or switch from the energy supplier who is clearly charging too much. We’ve all been guilty of it at some point.
The Workflow Series – Forecast Tracking Reports
A couple of weeks ago, I wrote a post about the power of workflows in customising and automating your project management software. Well this got me thinking about all the nifty ways IPM can use workflows to better suit your project management needs, and I decided it was time for a blog series to show you how a few of them work. So, welcome to the first post in The Workflow Series.
IPM featured in December issue of Earthmover and Civil Contractor Magazine
We’re very pleased to let you know that the December issue of the Civil Contractors Federation magazine, the EMCC has featured a story about IPM.