Overview One of the first steps in implementing software is establishing your implementation team (aka the Core Team). So what is the Core Team, and what do they do? The Core Implementation team is the group of individuals who work together in a collaborative environment to make key decisions during the implementation of new software. They are responsible for: defining …
Preparing for Platinum: Tactics for Transitioning your Team to Workamajig Platinum
Overview Now is the time to begin planning your full transition into Workamajig Platinum. At this stage, all modules in Workamajig Classic have most or all features moved into Platinum, with the remaining features set to be released this late Summer to early Fall. We’ll begin with a discussion about re-installing your Workamajig Core Team — wait, you mean you …
Workamajig: Where to begin? Timesheets.
Workamajig implementation can be a daunting task. Not only do you have to configure a new software system, but ideally, you have to evaluate your current practices and identify opportunities to streamline them. Oh yeah, and you have to learn how to actually use Workamajig. This process begs the question: where do I begin? The answer is timesheets. Timesheets are …
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 …
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 …
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 …
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 …
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 …
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 …
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. …