Glad to share with our readers how toneee.com is using Zoho Projects. toneee.com is a company offering web development solutions. They not only design websites but also provide database development, document imaging, merchant services etc. Tone Williams, who owns the company explains in his own words, how he and his team are effectively using Zoho Projects.
Our Design Process involves dozens of tasks divided into 6 phases. We are able to quickly incorporate our existing process into Zoho Projects using the Tasks & Milestones area. We group tasks into Task Lists, and Task Lists into Milestones, which matches the phases of our design process. Furthermore, the system is flexible enough to create “Project Templates”, which inserts all tasks, task lists, and milestones into a brand new project in a single click! This saves our Project Manager an enormous amount of administrative/set-up time and practically eliminates human error during the set-up process.
The Dashboard allows our team members to review what is going on with a particular project, including the most recent documents uploaded, the most recent forum entries, and the items assigned to that member for the entire week. The Dashboard is referred to several times a day, since things change regularly with every project.
One of our most frequently used areas is the Forums. This is our central place of communication between our employees, contractors, suppliers, and customers. We oftentimes use categories to organize our conversations, since a single project may involve several services. In the above example, the client has a Web Maintenance Plan, and can request us to update the company website on-demand. Because the client also uses us for Merchant Services, we categorize e-commerce related enquiries/posts under “Merchant Service Items”.
More details about this case study here. Do tell us how you are using Zoho Projects in the comments or by filling up this form.
