Tony Mikes – Financial Analysis and Management Reporting

Tony Mikes is from Second Wind Network — his Second Life! Tony has been an agency principal, running an agency outside Philadelphia consisting of about 50 employees. Tony spent 8 years out of college as a copywriter, out of sheer chance.

Tony created Second Wind as a Second Life to help smaller agencies, and brings classically-trained advertising expertise into your ad agency. Tony will talk to us today about ‘How do we run this business?’. Continue reading “Tony Mikes – Financial Analysis and Management Reporting”

The Way: Workamajig Project Communication and Collaboration – Mike Wang

Communication and collaboration enter Workamajig in a couple of forms. We begin by looking at the Diary. The diary began as a notes section for the Project. It continues to do so, but now we have embellished the Activity feature so that it is grouped within a Project. This can manage Project communications, such as the client wanting to update their color scheme to Blue. When the Traffic Manager, for example, adds this note, they can then locate and click on any of the Envelope icons to add relevant parties (as indicated by the related section where the icon resides) to an email list Continue reading “The Way: Workamajig Project Communication and Collaboration – Mike Wang”

The Project Way: Workamajig Traffic Schedules and Assignments – Mike Wang and Ron Ause

Assigning placeholder employees in your template can help you reduce the level of work entailed in creating a new project. This does mean that you will need to reassign the task to a live employee at some point. How we will execute this reassignment. Open the Traffic – Staff Schedule view (Menu/Projects/Traffic/Staff Schedules). Remember you can add this option to your jiggy bar. The left side of the menu gives you filtering options to make it easier to access the data relevant to what you are trying to accomplish. This will help you isolate the various departments, people, services, etc. to determine who has available workload to transfer the assignment to. NOTE: Remember that the placeholder staff cannot have login data or you will be charged for their account. But do keep them Active. Continue reading “The Project Way: Workamajig Traffic Schedules and Assignments – Mike Wang and Ron Ause”

Workamajig Project Management: The Project Way and Project Templates- Ron Ause

Project Templates – when you create a new project you can elect to copy the project setup from a project template. The idea is that you are wanting to copy similar work instead of rebuilding a project from scratch each time. They become the gatekeepers of your standards, which are housed within your templates. We have added a new project in our example by using the brochure template. The new project is opened; keep in mind that the command options for Projects can be collapsed to enable easier viewing. This is available on an individual basis. So, the project has been opened.

We proceed to the estimating screen Continue reading “Workamajig Project Management: The Project Way and Project Templates- Ron Ause”

Catherine McIntyre-Velky: The Principles Project Management

Project Management – Why do we NOT have time to do it right, but we always have time to do it over?

What is Project Management anyway? Tasks may vary but the principles are the same across all agencies. It doesn’t matter the medium; you have a strategy and objective; you have estimates and approvals; creative development and execution. They are the same steps in the larger picture. Project Management is a discipline that brings multiple disciplines together. A Project Manager is making sure people are doing what they should be doing when they should be doing it, and addressing issues along the way. Continue reading “Catherine McIntyre-Velky: The Principles Project Management”

The Way: Project Intake – Mike Wang

The Way: Project Intake – Mike Wang

Mike begins by telling us about Workamajig Labs, available to Conference Attendees May 1. It will be added to System Setup. You will view new features and can opt to deploy these features or not. Each user, who has the security rights, can turn on their lab items at the user level if the Company decides not to at a Company level.

There are two ways you can intake a project based on how projects come into an agency. Continue reading “The Way: Project Intake – Mike Wang”

Workology 2.0 – WWP with Blair Enns

Blair teaches creative firms to win new business without giving away your thinking for free. New book coming out. Describes the sales pitch as a flaw in the business process. It is fundamentally flawed. What Blair doesn’t like about New Business Development:

It’s expensive. It causes agencies to sacrifice respect. Self-respect and Client respect. Sacrificing the position of the firm. You should be able to position yourself as experts. Continue reading “Workology 2.0 – WWP with Blair Enns”

Workology 2.0 Introduction

This is the first in a series of posts covering the Workology Conference. Content is typed quickly, so bear with any grammar usage or spelling errors. As always please feel free to comment:

Morning Session

Team Intro.

The State of Workamajig. Workamajig is growing. 20,000 users. 1300 clients. 35 employees.

Workamajig Labs

New features, after beta-tested will be installed into Labs. Users or Companies can turn these features on. If they are popular, and gain acceptance, they will be pushed to the entire to the general application as a whole.

Coming to Labs (May 1, 2010)

Preview will be for conference attendees only.
New Estimating will be added to Opportunities
Campaign Level Estimating (applause)
Journal Entries in Flash
Receipts in Flash
Payments in Flash
WYSWIG Form Layout

Do you have a Closing Process for Closing Projects in Workamajig?

Many Workamajig users overlook the process of closing a project in Workamajig. Oftentimes, they feel as if changing the status, or addressing all open transactions is enough to “close” a project from their system. This is not true! Your company needs to define a systematic process for closing Workamajig projects. Continue reading “Do you have a Closing Process for Closing Projects in Workamajig?”