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Which are the features that make the Workflow Automation software suitable for your company?

1. Easy Modeling

To run effective workflows, you must be able to easily create the flow scenario and have ready-made connection tools. Easy workflow modeling and a nice user interface with drag and drop functionality will make the implementation of complex workflows a lot easier.

2. Workflow Templates

The ability to save workflows as workflow templates will be lifesaving when you will need to automate similar or repetitive processes. Workflow templates will help you keep execution standards among different business departments and reduce implementation time.

3. Custom Fields & Custom Forms

A flexible workflow automation software should allow you to create custom fields and insert custom forms, as part of the workflow tasks and sub-processes that need to be filled in with a particular date, connecting one step with another.

4. Smart Notifications

Smart notifications are sent to keep the people involved informed of the workflow status and ensure that tasks will start and end on time, which can be received on PCs and Mobiles/ Tablets.

5. Document Management

A workflow automation software that includes a document management system may have amazing benefits, like attaching requirements and deliverables to the workflows, link files to tasks and access all the information required when executing a task.

Find the above feature in your BPM Software and gain the benefits of workflow automation in your company.

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The answer is no!

For a good project manager that collaborates with multiple teams the situation is a little more complicated.

Do you want to get the work done? This is not enough. You have one more thing to figure out: How you want to get the work done. By the time you achieve this, project management will become easier than ever.

There is a list of factors you should take under consideration before moving to the next step with your ideal software.

Are you ready? Start taking notes!

Technical project management features that will make your life easier

1. Integration

Usually during projects, users need to process data from different departments and systems, In case you have a large amount of data or a bunch of previous projects in a different format to add to your new platform make sure it supports data integration to avoid ending up using a thousand apps.

2. User Rights and Permissions

Is everyone part of the project? Maybe. Can everyone have access to the same project information? No. This is the reason why you should choose a tool that will allow the administrator to set user rights and platform permissions.

Main Project Management Features

3. Online Gantt Chart

Ok! You already knew that a project management software should have online Gantt charts. But what about Gantt chart user interface and capabilities? Not all Gantt charts are the same. Complicated projects cannot be planned and monitored in a basic-functionality tool. Focus on your current and future needs and test your platform in extreme execution scenarios to find the champion.

4. Requirements & Deliverables

How do you want to manage your requirements and deliverables? Do you need those entities connected to tasks and processes or not? If you need full control, you may have to choose a platform that will let you access those entities from anywhere in your project, monitor their execution and adjust them to fit to your project’s needs.

5. Milestones

By setting milestones you can effectively measure progress. A great project management tool should allow you to mark the start and end dates, reviews, deliverable submissions and scheduled updates to help you keep deadlines and deliver on time.

6. Burn Down Chart

How much work is left to be done? You will no more wonder with the help of a good burn down chart. Predict when your work will be completed and keep track of time to manage it better.

7. Work Packages

A complex project is usually divided in smaller parts to be properly executed. These parts are also known as work packages. This feature is useful if a project is assigned to multiple departments or divided into distinct phases that will be separately managed.

8. Sub – projects

In addition to work packages there are sub-projects that occur during the main project execution. Those projects should be created and managed as child-projects. Is your platform able to support this feature?

9. Asset Utilization

Is your team available for new task assignment? Review the availability and overload of your resources through asset utilization features.

10. Skill Search

Did you ever need a specific set of skills for a task and faced difficulty choosing the right team member for the execution? Search personnel by skills and you will never experience such a dilemma again. Just fill in all the skills a task needs and you will get a list of everyone in your company that fits your criteria.

11. Project Templates

A complex project may take weeks to be set and scheduled. Project templates will allow you to save a project structure and settings for future project planning use.

12. Emails

An email regarding a project might change the flow of a task or even a set of tasks. The best you can do is receive emails from the same platform you manage projects and create links between them to keep the project team updated.

13. Notes

Applications for keeping notes are great…if you are not a project manager. Otherwise you will have to take notes inside your project or your tasks during your work.

Project Automation Features

14. Workflows

Is the project a standard repetitive business process that can be automated with workflows? If so, choose a software with workflow automation and link your projects with workflows. That way you can automate the execution and task assignment. Just run the workflow and let the platform do the rest.

15. Automated Execution

Having full control of your projects does not mean that you will have to do everything manually. Use project automation to can set and schedule execution details in advance and let the project run by itself when the conditions are met.

Project Collaboration Features

16. Documents

A project execution requires excellent collaboration. Excellent collaboration cannot be achieved without file sharing. Save important documents inside your platform and make sure you can share them with your team.

17. Tasks

Task management is more than a calendar entry when it comes to project deliverables. Take assignment should be easy, transparent and effective. Many managers choose to use a separate application for this cause. But you should not. Connect all tasks to your projects and have full control of deadlines.

18. Shared Calendar

Task management is more than a calendar entry but calendar entries can increase productivity dramatically. Interactive shared calendars work! Give access to your team members and let them have a clear image of their daily or weekly workload. Better collaboration brings better results.

19. Communication Channels

Team communication can be achieved through team chat rooms, internal messages or discussion boards. Whatever you choose, it will boost online team collaboration and productivity.

20. Notifications

Strong collaboration is being able to notify your team about every single detail. Does your platform support user notifications? If so, you are a lucky project manager.

Project Accounting Features

21. Resources Cost

Do not forget about the resources cost. Calculations are more accurate if made by the system itself. Do not waste any more time trying to figure out the total cost. Just choose a software that supports the export of instant cost reports.

22. Incomes & Expenses

Time is money. Keep live record of the incomes of your company and create reports of expenses which you can link to the project accounts.

Project Monitoring Features

23. Reports

Weekly reports can inform you about progress, expenses, incomes, pending tasks and everything you need to keep track of.

24. Analytics

Project analytics will help you identify strengths and weaknesses that can be used for better performance in future projects.

25. Monitoring Dashboards

Software tools will give you access to multiple data and business intelligence features. The digital transformation of your business can become a digital destruction if you do not manage to monitor and use all those data to optimize your work and achieve your goals. Customizable dashboards can give you full control and help you make the best out of your software.

26. Tags

Instead of hash-tagging everything on social media, try to tag your business entities. This way you can categorize business entities, find easily content and files and save valuable time. #Success is what you will meet.

27. Links/Relations

A platform that covers every aspect of your business ought to create powerful interrelations among distinct business entities. A project, for example, could be linked to contacts, deliverables, requirements, tasks, personnel, messages, notes and even other projects.

Last but not least, the 28^th feature is:

28. Usability

Usability is the most important feature of all. Even if you have found the best project management tool in the entire world, it will not benefit your performance if you cannot make the best out of its use. Try many tools before deciding which is the best for you and get ready for great project days!

Although finding the right project management software for you may be a difficult task, it gets a lot easier if you have specific requirements in mind.

And never forget:

“First, have a definite, clear practical ideal; a goal, an objective. Second, have the necessary means to achieve your ends; wisdom, money, materials, and methods. Third, adjust all your means to that end.” ~ Aristotle

Check out Comidor Project Management Features:

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The following software features help the event managers to create a well-organized event:

1. Client / Customer Management: This feature allows you to define the business needs of your biggest customers and select the event type that can meet them.

2. Lead Management / Lead Retrieval: A business event is a great opportunity to invite your most engaged leads and convert them to customers and also retrieve new leads.

3. Partner Management: Your Partners based on their knowledge and skills can help you to organize the event or participate in it giving a presentation.

4. Vendor / Supplier Management: It enables you to invite your Vendors / Suppliers who are interested in developing business relations with your customers.

5. Sponsorships Management: Who decided to become your sponsors, who offered what, what they have offered (financial support or products/services), what they have asked in return, which are their demands and requirements can influence the quality of the event and your business relations.

6. Social Media Integration: It can support social promotion which is a key factor for the success of the event.

7. Conferences / Seminars Management: The organizing team should manage the presentations, seminars and workshop based on their type, subject, number of attendees/participants, speakers’ availability, and the availability and capacity of rooms.

8. Exhibition / Trade Fair Management: Similar work should be done in the case of an exhibition, adapted in this event type.

9. Meetings: It is useful to have a tool to manage meetings as they can occur planning and organizing the event but also during the event itself.

10. Ticketing: Definitely issues are going to be raised and they should be categorized, prioritized and faced.

11. Notifications: Reminders for the next or needed actions can be used to keep the project on schedule.

12. Catering Management: Business events last hours and days, the event organizer should take care of what people will eat and drink.

13. Parties Management: A cocktail party can be the best way to close a business event offering opportunities for networking and socializing.

14. Travel Management: Some professionals may need to travel in order to participate in the event. The event organizer should arrange travelling and accommodation issues.

15. Venue Management: The Venue should be selected carefully taking into account criteria such as its capacity, facilities, equipment, location, parking space etc.

16. Room Block Management: It is a basic feature in cases of Conferences, Seminars and Meetings to avoid double-bookings.

17. Space / Room Setup:  For each type of business event should be selected the appropriate space / room set-ups and styles. For instance, Banquet Style is convenient for small groups’ discussions while Classroom style is the most used set-up for seminars.

18. Financial Management: Whatever is your budget, this feature can help you to use it wisely.

19. Employee / Task Management: Clear roles and responsibilities should be defined, as well as, alternative plans for unexpected absences.

20. Project Management: As event management is a huge project, project management tools can support you at Resource Planning, Time Management, and Event Scheduling.

21. Registration Management: This feature can automate the registration process and the next required actions facilitating the work of the event management team.

22. Attendee Management: The number of attendees, the companies they are working for, their professions, ages, knowledge, skills and interests are data that should be used properly to organize a memorable business event.

23. Guest List Management: The event management team should be aware of guests’ specific requests as regards the equipment and facilities and provide them what they need to do their job during the event.

24. Badge Management: Badges facilitate participants in socializing and networking.

25. Surveys & Feedback: At the end, a satisfaction survey can reveal the success or failure of the event.

Using software with the above features, the whole process of Event Management and the event itself can run smoothly.

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