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 a predictor of your company’s ability to streamline operations and use Workamajig to its full potential in the same way that a child’s reading level by the second grade is a predictor of their success in education. You need to have a time entry policy clearly defined before going live with this system. More importantly, you must have controls in place to manage this process, and make sure they are being adhered to. Many companies look for creative incentives to encourage proper time entry. I don’t think this is necessarily a bad thing, but ultimate success will come from the top of your organization.

It is easy for a president or manager to say they think time entry is important, but actions speak louder than words. I am not advocating a system for punishment. Rather, top management must create a chain of accountability for adhering to this process. That means they must buy-in, and hold their staff accountable to this ideal. No employee wants to sit in a closed door meeting with their boss to discuss time entry. Better yet, managers don’t want to sit in a closed door session with their company president and be held responsible for staff not adhering to a time policy. The motivation becomes clear and you will discover that we may be talking about your organization’s ability to execute more than we are talking about time entry.

So why are timesheets so important anyway? Workamajig is a comprehensive system. All members of your team log in to a system and rely on the information they need to be accurate. Time entry forms the basis for most information in your system. If your team cannot rely on its accuracy, then they will not rely on Workamajig for information. Your efforts for Workamajig success begin to erode at this early stage of acceptance, and your investment just became a machine your employees feel obligated to feed — rather than a tool to align multiple departments managing complicated information towards a common goal.

Daily time entry also tends to drive data and process in well-managed Workamajig systems. Time entry can be utilized to evaluate progress on a project, communicate task workload to other employees, and keep real-time monitoring of project budgets. This marvel of efficiency and communication will be as effective as your teams time entry.

Workamajig does not solve your business’s problems. It does not make your company run more effectively. Workamajig is the most effective tool you have, however, to manage a complicated business. It is a tool, best capable of mirroring the discipline and process your are willing to manage in your organization. Maybe your team isn’t “there” yet. For those groups, Workamajig proves it value and creates a bridge to take your organization to a higher standard of operation.

Workamajig is a powerful tool and will require an investment of your time to learn and manage it properly. You will find it to be a continuing education, one that can help you establish and refine your company’s most precious intangible asset: information. Proceed cautiously and don’t expose your team to the growing pains of learning a new system if you do not feel confident in your time entry policy and your ability to execute it effectively.

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”

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?”

Workamajig Release Notes

I recently wrote a blog entry detailing Workamajig’s enhancement of their Security Group settings. In this post I mentioned that though enhancements such as these are a wonderful surprise, I would prefer to be prepared for them for training and application purposes. Today I received a helpful message from Greg Geiger Continue reading “Workamajig Release Notes”

Workamajig Updates System Setup Security Options

I was cruising through Workamajig’s System Setup with a client, on Monday, and noticed that the options for Security Groups and Security Options (I think that was their names) are now extinct and have been merged into the all-flash “Security Options”. Updates such as these often catch me by surprise, but more times than not, they are pleasant surprises. Continue reading “Workamajig Updates System Setup Security Options”

Workamajig Version 10.5 Enhancement Release Notes

The Workamajig Team has been working very hard to get its next release out to users. I know that I am not the only one who is eager to begin using the latest, and greatest Workamajig has to offer. So, I was very excited to undergo the online training session presented to the Workamajig Consultants. Continue reading “Workamajig Version 10.5 Enhancement Release Notes”

Workamajig in Chicago – A Commitment to Becoming Better

I recently returned from the windy city, where Workamajig has its fair share of user agencies. I spent some time working with one agency who signed on with Workamajig some time ago, and their sister company who just purchased the software for the new year.

The sister company was changing from a certain, infamous program (any guesses?), and as with any change, there was Continue reading “Workamajig in Chicago – A Commitment to Becoming Better”

Customized Reporting Solutions in Workamajig

Custom reports are a great tool to utilize when the standard setup for Workamajig doesn’t meet the needs of your agency’s reporting methods. Custom reporting can be used to enhance internal and external reporting methods, or as an alternative billing presentation to overcome any limitations with your invoice templates.

Custom reports are a great tool to utilize when the standard setup for Workamajig doesn’t meet the needs of your agency’s reporting methods. Custom reporting can be used to enhance internal and external reporting methods, or as an alternative billing presentation to overcome any the limitations of your invoice templates.

The Media Custom Report Dataset provides a great example of this tool in practice. Continue reading “Customized Reporting Solutions in Workamajig”

Workamajig vs. Creative Manager Pro

I remember early last Summer when I asked Mike Wang when the new and improved Workamajig would be launched.  I had been waiting to see a new and improved interface after all these years of CMP.  To my surprise, Mike informed me Continue reading “Workamajig vs. Creative Manager Pro”

Workamajig Desktop RSS widget update

The RSS feed address for this blog is http://feeds.feedburner.com/workamawiz if you would like to post it into your desktop widget for the RSS reader. Ironically, we have a service ticket in support because it is not currently displaying. I will post an update once it is resolved. Alternatively, you can subscribe through a standard RSS reader. This blog won’t die after the conference.