CIO Service's Tech by Example

As technology consultants, we give out a *LOT* of advice. But how much of it do we follow ourselves? Here's an open look at how we at CIO Services practice the technology that we preach.

Sunday, August 20, 2006

Don't Waste a Single Second...Time Reporting System Selection

As a service business, our inventory is our time. We multi-task like maniacs and can work on over a dozen client requests in a single day. Each.

After trying a number of different timekeeping tools, from QuickBooks' Timer to email, spreadsheets, and paper, we quickly grew frustrated with inadequate, overcomplicated, unmanageable solutions. We couldn't keep up. It was time for a system selection.

To ensure we picked the right system, we set an overall goal: quick, accurate time reporting that feeds into our billing system.

Next, we identified several key decision points:
  • Ease of use, to minimize the administrative hassle
  • Remote access, to allow time entry from outside the office
  • Workflow, to notify users of outstanding timesheets, approvals, etc.
  • Reporting, so we can monitor timesheet status
  • Integration with QuickBooks, to streamline our billing process and reduce/eliminate redundant data entry
  • Reasonable cost, to keep expenses down as we grow.

We decided that a reasonable selection process would include 6-10 products, with a detailed review of 2-4 programs. QuickBooks helpfully lists all compatible products in their marketplace, so we were able to get a good list in just a few hours of online research.

How'd we do? Check back for our next post...

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