Optimize Consulting Engagements | Estimate, Utilize Staff, and Boost Profits

This showcase shares best practices on the ways consultants are using SmartSuite to estimate & manage projects as well as evaluate utilization of employees + maximize profits.

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This Video's Chapters: 

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0:00 - Intro to Showcase
0:43- Engagement Management Goals
1:40- Solution Overview
4:30-Creating an Example Project
5:00- Creating an Estimate
7:00- Starting the Actual Project Work
7:48-Staff Time Tracking
8:30- Measurement Charts and Views
9:10- Staff Utilization
9:55- Why SmartSuite for Client Engagements?

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Video Details:

Engagement Management Goals

• Meeting project price point while maintaining profit margin

• Staff utilization and resource allocation

• Meeting budget hours

Solution Overview

• Six apps: CRM for clients, project management, estimates, time tracking, staff management, attachments

• Details of each app and its purpose

Creating an Example Project

• Creating a showcase project for a new client

• Setting the budget and moving to the estimating phase

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Creating an Estimate

• Breaking down time allocation for each project phase and role

• Calculating estimated costs and adjusting to meet the budget

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Starting the Actual Project Work

• Assigning team members to the project

• Changing the status to in progress and creating tasks for each phase

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Staff Time Tracking

•Tracking time spent on tasks using the time tracking app

• Summarizing time spent by each role and comparing with estimates

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Project Progress and Monitoring

• Analyzing time and cost breakdowns

• Monitoring utilization rates and making organizational decision