Blog

Partnering with Accounting Systems

Partnering with Accounting Systems

In the last few months I have attended a Xero Roadshow, a MYOB Trade Event and a Saasu webinar. Heads-up syncs with MYOB, Xero and, soon, with Saasu so we have an interest in how they view their partners (including us) and how they are developing their respective products to accommodate their partners.

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The latest bug to hit the Internet

The latest bug to hit the Internet

A new bug has been found on some websites call Heartbleed. It has the potential to extract secret data if you interact with sites that are exposed, without you or the site owner knowing about it. Heads-up is insulated from this bug because we are using Microsoft software that generally doesn’t make use of OpenSSL in which the Heartbleed bug was found.

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Workflow and Approval Processes

Workflow and Approval Processes

As a business grows, there is arguably a need to insert an approval step into some processes. Fundamentally, this is because the people with responsibility for the business are not doing all the excellent work that gets done in that business. The negative term is bureaucracy, but ultimately, approval processes serve everyone.

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Top 5 Lead Indicators for Project Managers

Top 5 Lead Indicators for Project Managers

Running a project still seems to be an in-exact science at best. Perhaps this is because running a project is about managing people and about predicting the future. None-the-less, there are some useful indicators that will help the project manager to measure their project’s health.

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The Joy of Scaling

The Joy of Scaling

One of the big reasons that our clients take up our software is to plan for their growth. It’s the right problem to have but it needs some careful thought right from the beginning.

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Managing by Cost (another thing)

Managing by Cost (another thing)

The decision to manage a project at the cost level or at the revenue level might also be dictated by the type of project it is. A top-down approach to setting out the project effort might suggest that the project be managed using costs.

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Managing by Cost or Managing by Revenue

Managing by Cost or Managing by Revenue

For a professional services provider, the main costs of any project or consultancy are based on the cost rate of each person on the project. The main revenue is going to be based on their respective charge rate. One of the significant decisions that an organisation should be making is whether to ask the managers to track costs or to

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Setting up Jobs and Activity Types

Setting up Jobs and Activity Types

One of the discussions we have with new clients is around how to set up the job structure – ie the list of jobs that staff see when they open their timesheet. This needs to support new jobs being added and old jobs dropping off as they are completed. There are some questions to answer when making job hierarchy decisions:

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Earned Value Management

Earned Value Management

For the types of projects that I have been associated with, using Earned Value Management (EVM) is the technique that I find most succinctly represents the status of the project. Being succinct is key when the project status is being presented to the project sponsors, whether that is a project director or a steering committee. One measure of this succinctness

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Why use timesheets?

Why use timesheets?

Timesheets in this context are the documents, electronic or otherwise that record what time was spent by the person on what tasks. Some time sheets might also record the start and end time of each task rather than just the total time. Some timesheets also record breaks particularly where that is important for the employee contract. The argument for not

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