The Importance of Assigning Tasks and Resources in Project Management

One of the key success factors in an ERP, CRM, or other implementation is that there is good project management. This article touches on some of the features of managing the project: managing Tasks and managing Resources.

The Importance of Assigning Tasks and Resources in Project Management
John Reynolds

There are two major ways to estimate the lengths (i.e., durations) of tasks. The simplest way is to estimate the elapsed time of a task.

If someone says it will take him a week to do a particular task, he is probably offering an elapsed-time estimate. They generally mean that it will take him one work week to get a task done, not that it will take them 40 hours. When estimating elapsed time, people generally account for not working on the project tasks full-time, and for working on other, higher-priority tasks first.

In most projects, however, lengths should be estimated based on the amount of work, not the amount of time. That way, adding resources will shorten a task, and using resources only part-time will lengthen a task. Tasks that fluctuate like this depending on the resources assigned are called resource-constrained tasks.

There are several ways to estimate the resource time for a task. One is to let the project manager calculate the estimates based on an employees performance on similar tasks. Another is to let the employees performing the tasks calculate their estimates, generally based on how they performed on similar tasks. A third way to estimate is to use standard metrics for generic tasks.

Although many project managers like to follow the standards established by these generic metrics, their plans are generally more accurate when they and their employees do their own estimating. It usually takes three to five projects to become proficient, but the eventual accuracy is worth the delay. Sometimes tasks will not be resource-constrained and can be estimated based on the elapsed times. Examples would be training classes or project meetings. Even though two or more people may attend a class or meeting, the length of the task does not shorten. These types of tasks are called time-constrained.

Good project management requires excellent communication forms and documentation. Get professional project manager templates to help you with your next ERP, CRM, or other technology project.

If estimates are being provided from standard metrics or project managers, them resources (i.e., employees) should be assigned after task lengths are determined. If estimates are coming from the employees performing the tasks, obviously these steps will be reversed. Regardless of the order of these two steps, one or more employees should be picked for each task that is resource-constrained.

Employees assigned to multiple tasks are often scheduled for too much work while there are simultaneous tasks to complete and not enough work when there are no task assignments. To maintain a consistent workload, resources need to be ‘leveled.’ There are only two main ways to level resource allocations: by adjusting the task schedule or adjusting the resource assignments. Project management packages generally adjust the schedule to increase the amount of time it takes to finish the project.

Remember these basic principles for assigning task lengths and resources to improve your management proficiency.

John Reynolds has been a practicing project manager for nearly 20 years and is the editor of an informational website rating project management software products. For more information on project management and project management software, visit Project Management Software Web.

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The Shocking Fact Why Small Businesses Are Scared to Invest in CRM Solutions

The Shocking Fact Why Small Businesses Are Scared to Invest in CRM Solutions
George Ishee

What I have found is that most small business owners watch their cash like a hawk and they protect it with their life but they still need new clients. There are a lot of companies who market to the mid to small businesses and spend a lot of money on advertising and talk a good Customer Relationship Management (CRM) and Sales Force Automation (SFA) game, but remarkably, there are few who can actually deliver results which is what the small business needs. The bottom line for small business owners is to generate more revenue coming in than going out. This takes an affordable process that will increase the number of leads, referrals and more sales. Most CRM companies just don’t get it because it’s all about the results not about software or customization.

But in their defense, it’s not their fault. Most CRM/SFA software manufacturers and consultants have good intentions, but lack the complete understanding of all the skill sets required for a small business to be successful. Those skills are: (Sales + Marketing + Copy Writing + Human Nature + Technology + Process). They are very good at some of the skills, but not experts at all of them, and that is what a small business owner needs.

What makes matters worse for you as the owner, is that most CRM or SFA vendors (consulting firms) are in the pocket of one or more of the large software manufacturers. Manufacturers leverage the good will of consultants who direct you under the guise of consulting, as to which products you need to buy to better manage your customer relationships or automate your selling activities; based on which software they are aligned with, not the process you need.

Here’s an example: Most small businesses use some form of accounting software; Peachtree, QuickBooks, MAS90 etc. and the accounting software has automated processes built in that maps the whole accounting system out for them. The ability to produce accurate accounting is not as dependent on who you use as your data entry or accounting person, it’s controlled by the process.

So why shouldn’t it be the same for the sales and life cycle of a prospect to client to repeat client?

Please understand, the goal of the �consultant� is usually to get you to purchase more software, and most of their consulting time is spent configuring that software for you. (It takes months and years and can get quite expensive).

There are two basic types of CRM solutions available; the big expensive solutions and the affordable solutions. Some of the affordable solutions available to you can be found at http://www.salesforce.com http://www.plumtreemarketing.com and http://www.netsuite.com

What you should be looking for is someone that has a proven turn key system that is inexpensive and comes with a high degree of �certainty� that you will increase your sales and better managing your customer relationships, using inexpensive off the shelf contact management software

Remember, it’s all about one simple fact: You need to be making more money coming in vs. going out. Keep this in mind as you investigate the different solutions. Ask the vendors how they will accomplish this and demand they help you calculate a return on investment (ROI) to make sure you can recoup your investment within 1 year.
George Ishee is known as the sales funnel guru and helps mid to small businesses implement a sales automation solution. To learn more, visit http://www.plumtreemarketing.com or review the on-line brochure at http://plumtreemarketing.digbro.com

3 Reasons Why CRM Strategies Fail

CRM is often an add-on to an ERP and usually done in a small project that looks at quickly getting it up and running. The care in which an ERP is implemented is not usually found in a CRM implementation.

This article points out the key things to keep in mind when implementing a CRM solution.

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Customer relationship management (CRM) is one of the most effective tools for improving customer relationships and therefore increasing revenue, customer satisfaction, and customer retention. Unfortunately, some CRM strategies fail. This leaves CRM vendors and their customers baffled, but there a few common reasons why a CRM strategy will fail.

1. Too much focus on the CRM vendor and technology. Some companies get too caught up in having the best possible CRM strategy out there. Some companies want entire call-centers, On-Demand CRM, Web-based, and Blackberry devices which allow their IT people to enter customer information wirelessly. While these technologies are extremely helpful, too much emphasis on them can lead any company astray. It is naturally very important to select the best CRM vendor for your company, but best does not always mean flashiest. Continue reading 3 Reasons Why CRM Strategies Fail

ERP, CRM Drive Modest Hiring Gains in a Tight Market

ERP, CRM DRIVE MODEST HIRING GAINS IN TIGHT MARKET
By Shamus McGillicuddy, News Writer

06.19.2006 | SearchCIO.com

More CIOs will be hiring this summer than last, but according to a new survey many will have a tough time recruiting top talent.

For the most part, business growth is driving the modest uptick and is cited by 44% of the 1,400 CIOs surveyed by Robert Half Technology, the Menlo Park, Calif.-based IT staffing firm. Thirteen percent said they would add IT staff during the next three months, while 3% said they would make cuts.

Brian Gabrielson, national practice director at Robert Half, described the IT job market as “not quite dot-com-esque, but it’s close.”

Read More…

CRM: Cost Deflection Out – “ Customer Experience In

Cost Deflection Out“ Customer Experience In!
David Barrow
Expert Author
Published: 2006-05-09

Cost deflection strategies deteriorate customer loyalty.

“Your call is important to us. please hold”

“We’ve automated our phone system for your convenience.”

“Our agents are busy helping other customers.”

As consumers, we are all too familiar with these rote statements that are somehow supposed to make us feel all warm and fuzzy while we cool our heels wishing we could talk to a real live human being. Whether you have a question about your mortgage rate, problems with your printer, or simply want to find out when a movie is playing, chances are you’ll have to run through a maze of options before you get the answer you want. With companies seeking to squeeze every penny out of operating costs, by deflecting customers to use less expensive means of communication (the Web versus the phone) it seems we’re stuck in self-service purgatory. In reality, this drive for cost deflection is alienating customers and eroding profits.

Cost Deflection Out, Customer Experience In

What You Need to Know About CRM

Frank Dazerton

Customer Relationship Management (abbreviated CRM) is a very hot topic among businesses. CRM is such a hot topic because it is a way for businesses to connect with their customers, increase profits, and have better customer service. There are several things that you need to know about CRM.

1. It’s all about the customer. Some companies focus too much on expensive CRM programs and elaborate IT departments and not enough on what is at the core of CRM. CRM programs need to be designed to appeal to the business’ customers. The best Call Centers are the ones which customers find easy to navigate. The best CRM vendors have the customer satisfaction in mind when designing their CRM applications.

2. On-demand is the way to go. Many vendors offer traditional CRM programs and service. I believe, however, that On-demand CRM is the way to go. On-demand CRM is different from traditional methods in that instead of requiring companies to hire new IT people, and use extensive resources to implement elaborate CRM programs, the software comes with support. On-demand CRM is no longer the “bring your own IT department” approach. Many vendors like Salesforce.com, Siebel, and NetSuite offer On-demand solutions that are great for businesses just getting into the CRM market.

3. Customer Relationship Management is not just software. Some businesses would like it to be simply software, but it will never be as simple as that. Customer Relationship Management is an ongoing learning process. The business must learn from the customer and change accordingly. The closer a business gets to its customer, the better. CRM applications and strategies are the methods through which the business can access, analyze, and learn from customer Data. Knowing what CRM applications are actually for is a very important step in understanding how to be successful when implementing CRM practices.

4. It is important to understand that there are hundreds of CRM vendors out there. Many of the vendors claim to be number one, but if you look closely, they may be number one in only one category. Other companies say that they are number one in CRM, but there is no basis for their statement. It is important for companies to choose the right vendor that will attend to all of their CRM needs. This may not always be the most expensive, “number one” company. On the contrary, some simple companies offer CRM solutions that are highly effective. Some of the major CRM providers are Siebel, Salesforce.com, NetSuite, IBM, Microsoft, and SAP.

5. The best CRM technology can be very helpful for any business. Some CRM applications can now be accessed via BlackBerry devices. Major vendors are constantly updating their software and improving their service. It is a good idea to stay as current as possible in terms of CRM technology. However, always remember to balance technology with customer service. There is no substitute for old-fashioned customer service, the most basic of all CRM ideals.
Customer Relationship Management can be very beneficial for a business if it is carried out properly. It is important to keep the customer in mind at all times when you are implementing CRM practices into your business. Remember that there are quite a few CRM vendors out there, and it is important to choose the vendor that is best for your company. Customer Relationship Management seems like a very daunting idea for someone who has never used it before, but if you follow these steps, you will surely see the benefits of successful CRM.

Frank Dazerton enjoys writing about a variety of Custromer Relationship Management topics. In addition to writing CRM articles, he writes for CRM Lowdown ( www.crmlowdown.com ).

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SugarCRM Boosts Workflow, Reporting Tools in 4.0 Edition

New workflow, reporting and customizable dashboards are among the new features that SugarCRM Inc. is adding to the version 4.0 of its open-source Sugar Suite customer relationship management product due for release on Dec. 16.

The new version will include a business rules-based workflow management system designed to ensure the sales personnel and sales managers follow up promptly on important opportunities, said John Roberts, SugarCRM CEO. SugarCRM Boosts Workflow, Reporting Tools in 4.0 Edition

3 Reasons Why CRM Strategies Fail

by Matt Hogansworth

Customer relationship management (CRM) is one of the most effective tools for improving customer relationships and therefore increasing revenue, customer satisfaction, and customer retention. Unfortunately, some CRM strategies fail. This leaves CRM vendors and their customers baffled, but there a few common reasons why a CRM strategy will fail.

1. Too much focus on the CRM vendor and technology. Some companies get too caught up in having the best possible CRM strategy out there. Some companies want entire call-centers, On-Demand CRM, Web-based, and Blackberry devices which allow their IT people to enter customer information wirelessly. While these technologies are extremely helpful, too much emphasis on them can lead any company astray. It is naturally very important to select the best CRM vendor for your company, but best does not always mean flashiest.

2. Not enough focus on the customer. Companies can focus too much on technology and strategy, and not enough on what is at the core of CRM: the customer. The first letter in CRM stands for “Customer” and so the customer should be first when thinking about any CRM strategy. A call-center can be wonderful if it is customer friendly. However, some call centers are too complicated and alienate the customer from the company. Alienation is the exact opposite of what companies want to achieve when implementing CRM. The real ROI of CRM is found in customer retention and the acquisition of new customers. In order to have success with CRM, a company must work towards building a strong relationship with its customers. CRM is the path through which the customer and the company can understand each other. Focusing on technologies and ignoring the basics of customer service will cause even the most technologically advanced CRM strategy to go wrong.

3. Rushing into CRM adaptation. Sometimes, company presidents get the idea of CRM into their head and decide that their entire company must be CRM-ready as fast as possible. Rushing into CRM is a recipe for disaster. IT workers need to understand the concept of CRM. Someone who understands the importance of CRM will be better suited to deal with customers and reach the companys goals concerning CRM. Rushing into CRM does not allow ample time for all IT people to be briefed on the basics of CRM and how it will be implemented within the business. Some companies implementing CRM have to create entire departments that never existed before. The greatest care must always be taken when creating an entire new section of a company. CRM should generally be implemented across the entire company. If this is rushed, it can lead to all sorts of compatibility issues, customer confusion, and even employee confusion. Data collected must be viewed across many applications, and ample time must be given for networks to be set up. Companies using CRM technology such as Blackberry devices, or Call-centers must be even more careful when implementing CRM for the first time. Technology is not perfect, and problems can occur at any time. Any company that sends their sales force out into the market with unchecked technology is asking for disaster.

Some say that it is impossible to determine whether CRM is a success or a failure. The true ROI of CRM lies with the customer. A company that avoids the pitfalls of CRM implementation will notice a dramatic increase in customer satisfaction, retention, and acquisition. CRM can help any company significantly if it is used correctly, carefully, but still efficiently. CRM technology can also help companies if it is used thoughtfully and timely. The entire company must be prepared for CRM when it is implemented. A company cannot expect exact numbers immediately after putting CRM into effect. CRM is a long-term strategy that will help achieve long-term goals of a company. Customer focus is essential and will help any CRM strategy to become a success.

Matt Hogansworth writes about CRM and other business topics.