Continuing the series of articles about the profiles and sectors that use Doolphy every day, today we want to analyze why Doolphy is the perfect tool for managing consulting projects and other professional services such as auditing or providing legal advice.
Personally, I spent a great part of my career as a business consultant, including several years at PriceWaterhouseCoopers, one of the so-called “Big Four”. This was before embarking on the adventure of entrepreneurship and continuing my professional development in start-ups. And now, I can see, with satisfaction, that Doolphy covers all the needs of these businesses to manage their projects in an efficient and controlled way.
From experience, I know that the tasks that are developed in the projects that are undertaken by these companies can vary greatly depending on the area of operation and/or the sector in which the project is carried out. For instance, the development of an audit report substantially varies from a market research operation or a risk analysis study.
However, many of the processes and methods of work tend to be standardized in such companies. Thus, there are some common aspects in the way these firms use Doolphy during different phases of project management.
The tasks to be performed in the different types of projects are repeated with slight variations. The new Doolphy project templates are specially designed to save time and effort in planning. They also make use of milestones to track deadlines and phases.
Furthermore, many projects often involve the participation of different profiles (economists, lawyers, strategists) in different tasks. These are closely linked to each other and, therefore, a task dependency system is commonly used because it allows establishing which tasks depend on the completion of others to be started.
Finally, note that many of these projects are valued and budgeted according to an estimated number of hours. For that reason, Doolphy allows you to set both the budget and the estimated effort that is planned to be invested in them, so you can later perform appropriate monitoring of compliance.
Like for marketing agencies, it is essential for consulting firms to use the time sheet to record hours spent on each task and to use the file manager to allow all team members share the project documents.
In addition, some of the activities related to these projects take place in customers’ offices. The Doolphy expenses registration feature is essential to keep track of allowances, accommodation and travel expenses that are incurred during the execution.
Usually consultants, auditors and lawyers are not working on one project exclusively. That’s why the area managers may find useful to use time reports to check what projects and/or tasks the users are spending their time on.
By recording the time spent and expenses incurred, it is possible to know the project return by making use of Doolphy financial reports.
If you work in a consulting, auditing or law firm and aren’t using Doolphy to manage your projects yet, you are missing a lot. Don’t hesitate, thousands of companies have already chosen Doolphy and thanks to it they have improved the organization, teamwork and performance monitoring of their projects.
Register now and try without any compromise the 30-day free trial in any of the pricing plans that we offer. Your projects will thank you (@ r_alnasser dixit)
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