When you think about it, there aren’t many companies that couldn’t benefit from any type of project and task management system. There are certain small businesses that don’t need this type of solution yet, but if they have any hope of being successful in the future, finalizing processes and getting organized now will definitely help.

Task management software like OnePlace can keep individuals organized, as well as business teams. And for a growing business, strong organization is necessary.

Imagine how you would handle Annie’s situation without a project management system. Annie is a young accounting professional that, after getting her first taste of the corporate world, decided to go out on her own and start a financial virtual assistant company. Annie helps small businesses with their financial needs including accounts payable and receivable and financial forecasting.

At first, Annie is doing fine managing her work herself, by using Post-It Notes for her to-do lists and scheduling meetings using the calendar feature on her phone. She tends to estimate how many hours were actually spent on her client work because she doesn’t have a great way to track it, but she hasn’t noticed any big differences yet so it’s okay.

Then business begins to grow, which is fantastic for Annie. She takes on two more people in her company to help keep up with all the work coming in. These two employees are now keeping track of tasks in their own way, and billing clients as they feel appropriate. The work is getting done, but there are many questions about task schedules and meetings and client communications. Annie doesn’t feel comfortable not knowing what her team is working on, and is worried that it will get worse as business grows and she tries to scale her business.

OnePlace can easily help Annie with her situation. With OnePlace, Annie and her team can input and schedule their tasks for their clients. Time tracking allows Annie to bill the clients for the exact amount of time spent on their tasks. And Annie can view her employees’ Teammate Pages to see what exactly they are working on each day.

Annie and her clients can also work together in OnePlace. Clients can access Workplaces through a Workplace Portal and view the status of their projects and tasks. Annie's clients can also email tasks directly into OnePlace, saving Annie task management time so she can focus on the work rather than inputting tasks herself.

Now Annie feels confident that all work is being completed, and her clients are seeing an improvement in quality of work and timeliness of delivery. Annie can now see her business growing with a solution that can scale along with her team.

OnePlace empowered Annie and her team to increase success - what can it do for your business? Sign up for a free trial and discover the benefits of OnePlace.