Organize Small Office Tasks

  • Status Closed
  • Budget $495 - $500 USD
  • Total Bids 8

Project Description

This is an updated version of this project. I've come to realize that it's at least a two-phase project, and perhaps three.

In this phase, my client needs someone to help her work out the solution described here:

I have a client who employs four people in her office. Both the production and sales sides of her business require employees to stay on top of lots of individual tasks.

Her history is one of employees letting important things fall through the cracks.

Many of the tasks start with an email from a vendor. I assume MS Outlook could provide a solution through some integration of email and tasks.

The objective is for my client, the business owner, to have a way she can easily see how well her employees are doing at staying on top of priorities. Ideally, it would be easy for tasks to be added automatically, easily, if not automatically, assigned to an employee, and tracked when complete.

I'm presenting this to both coders and VAs as I don't know if the solution is a one-time coding solution or some ongoing VA support.

Consider this a RFP for phase one.

In phase one, my client would hire someone to help her sort out what is needed and what is possible. This person might either be a software or VA person, and would likely have great communication skills. I imagine this phase would start some telephone conversations and would end with a written report that becomes the specifications put out for bid in phase two.

In phase two, the resulting specifications are put out to bid for a software solution of some sort. The software talent here wouldn't need to be as solid of a communicator as the person in phase one. Would the person from phase one help coordinate the sofware part? Perhaps.

There may be a phase three, if it made sense for a VA to partner with my client to maintain/support/manage the system in some way.

## Deliverables

It's possible that there is a web-based subscription system already in existence that would solve my client's situation nicely. If so, that suggestion would be a reasonable conclusion to phase 1.

Also, although I can see that different people might be used for each phase, I sure would be easier if one or two people could do it all.

* * *This broadcast message was sent to all bidders on Wednesday Jun 4, 2008 7:28:26 PM:

OK, it's time to move this project along. Here's a bit more information about my client's reality: 1) She does not have a dedicated server. Hers is a P2P network and one machine serves as the server with a shared HD. 2) Five people need access, and everyone has internet access. 3) She's running Windows XP as an OS. 4) She has not budgeted for additional hardware, but that doesn't mean she couldn't. 5) Her office relies on MS Outlook and almost all tasks start with an email from a client. Thus, she's not going to consider a system that requires a lot of extra steps. The ideal one integrates well with Outlook. 6) She would consider an internet based option IF it integrated well with MS Outlook. 7) My client is a bit anxious about committing to a "proprietary" system, and that's a feeling that is not based on experience, logic or fact. In other words, if your approach makes sense and works, there wouldn't be much to be afraid of. I think the next step is to schedule some phone conversations to answer your questions, ask you some, and move on to the next phase. Since I've never tried working with someone out of North America, I don't know if there are communication realities that restrict how to do this. My thought is to schedule times to talk on a US based conference call line. If there's a problem with this, let me know. My next step is to get some times when my client and I can be on a call, and then make those times available to you to see if we can talk. If there are additional, obvious questions we could answer before a call, let me know. Thanks, Jim

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