Bitriks24: how to effectively manage a team
Work And Study / / December 25, 2019
Some time ago Layfhaker successfully moved to Bitriks24. We have moved all their internal operating activities in the system, and we believe that it is time to share a personal experience with our readers.
A suitable instrument capable of replacing an all current solutions and to put workflows into a single environment - the pain and the dream of many companies.
Problem
As we have worked with before? Like: commercial activity in Highrise, organizational issues, and other problems in Basecamp, planning and calendar - Google, chat - Google Talk + Skype. We can not say that we are a really suffered, but also the inconvenience inevitably pop up because of the number of necessary working tools, we have enough to spare.
In general, we are looking for a long, painful, but found. Now it's time to talk about the reasons why the choice has stopped on this system. We will publish a series of reviews for you functions and features Bitriks24And start with the critical functions for us, convenient implementation of which the candidate has been well at all strictly obligatory:
- Access from any device from anywhere in the world
- task management system
- the calendar
- time tracking
And about each item in detail:
Only the cloud!
The ability to work from any browser + normally implemented access "on the fly" from a mobile device is not even discussed. Without this in any way.
You know it's not some kind of adherence to fashion and trends, just Layfhaker - not city hospital. We employ people from different cities, and not only Russian. Someone in Kiev, someone else on. In any decentralized business the same problems, and for each employee need to arrange a convenient and easy access to the system.
Yes, desktop applications in Bitriks24 there, but think about the flexibility you need to always. What if the person you need to sign is not from the workplace, and, for example, from a cafe with a laptop or tablet? Or resolve something urgent in the trip if there is a handy smartphone? To cope with it only a web service.
In the case of mobile devices options for action is even greater. I do not want to get into the mobile browser? Okay, Bitriks24 have apps for iOS and Android.
They quickly loaded because store all the visual part in yourself, and allow you to upload documents and other files into the system directly from your smartphone and tablet.
In fact, talk about mobile apps we wanted to leave for the next review, so now turn to the heart Bitriks24 - the organization of work activities.
Job
We needed a complete statement of the system and task management, allowing lead including commercial transactions with a full CRM and other user-friendly. In fact, if this process was implemented crooked or uncomfortable for us, we would say "goodbye Bitriks24" immediately.
The idea is that the whole sequence of different staff, from salespeople making customer information and the transaction, and ending work and reacting with performers project managers, is conducted in a single space, the same system.
It sounds simple and obvious, but in practice you find a convenient CRM, or convenient tool organization of work processes. In Bitriks24 we found something, and more.
In any, even small companies have a structure. Here it is given freely.
Sales manager makes customer information. Correspondence and description of collaboration object attached and visible leadership.
The concept deals with the description of the work plan goes to the project manager. In the case enters the planning and delegating. The project is divided into tasks and subtasks that together with the incoming information distributed performers. Further reaction takes place in a very visual format.
Here correspondence participants, the event log and elapsed time information (about it later). On the right side of the interface, key information about the task: the priority deadline.
If one of the employees should be informed of progress on the project, he can join the team of observers and begin to receive notifications about events occurring in problems.
task list interface is notable for the presence of automatic filters for the deadline. At a glance you can see what you need to start in the first place, and what tasks still suffer.
The emergence of new information is displayed visually in the relevant paragraph of the interface in the form of a digital display (digit = number of new events), as well as the notification section.
Notification via email and have the flexibility to configure. The user can specify the types of events reported to him will come within the system and personal mailbox.
In a nutshell, here is everything you need to complete collaboration. We did not say anything about the activity of the sales department of visualization of the results, and will address this topic in the next review.
The calendar
Calendar must be such that it is not worse than Google and with good integration. That is when the manager or performer opens his calendar, it is immediately clear and clearly understand the plan of their actions today.
Supervisors can create a corporate calendar for a separate entity, which will make the work schedule of employees. Believe me, it is very convenient when you have a few people on udalonke in other time zones, and you need to know when they are available.
When the more common scenarios for using the calendar serves as a convenient means of scheduling. Create an event tie him right people, we expose a reminder - all will understand everything and be up to date, 100%.
Time is money
Nezadrotnaya accounting system of the time spent at work + monitor time spent on each task within the system, in fact, can be very useful. Yes, the combination of the words "time tracking" can cause an attack of uncontrollable rage of an ordinary office worker, but it is often more convenient way to control the work activities to be found.
We Layfhakere conscious people, we are working on the conscience and the use time tracking exclusively as its productivity monitoring tool. However, if desired Bitriks24 enables you to expand the entire working day of each employee in the time interval, and then imagine all this in a convenient form for analysis.
Another interesting
The developer is positioning Bitriks24 as "social intranet", and this makes sense. Everywhere user encounters here with the functions and chips, familiar to him in social networks.
Buzz - this is the timeline, a chronological list of events that are relevant to you. From here you can follow all the news, events and publications being added employees to the system. If the tape has got "left" event, you can immediately unsubscribe from it, thus reducing the amount of information noise.
Today we tell only a small part of what is found for himself in Bitriks24. The review does not fall exclusively social things (there is a full chat and instant messenger), storage tools and card sharing files (corporate multimedia portal) and so much more, which we will talk in the next review. However, look at the system itself and can now - check in open to all.
Now Bitriks24 sees us as a complete single environment to complete the organization of work in small and medium companies. Flexible configuration system will hone her under him almost every organization, thereby creating a platform for the conduct of all business processes. Its easy to learn, it is made clear, that is, for a man, not only for the convenience of executives.
Bitriks24