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Home  » Solutions  » IT-company solution

Step 3: Setting IT-company workflow

Department/Client oriented structure of solution

IT-company works with different clients and its departments perform different common and internal tasks - from projects where specialists form all departments involved as one project team (IT-solutions designing and installing) to daily department tasks/processes (routine maintenance visits to clients according to schedule, checkout and support procedures and performing of one-time clients orders). That means IT-company can set task group hierarchy work in Department/Client-oriented way:

Department 1

  • Client 1
    • Task 1
    • Task 2
  • Client 2
    • Task 1
    • Task 2
that way project coordinator can break down projects into sections of tasks assigned to each of departments and plan each task for appropriate team member. On the other hand department head can freely plan internal department tasks by clients and employees.

IT-company workflow

Task workflow is a sequence of statuses that task can accept from its beginning till completion. This is important instrument of task reporting and tracking within VIP Task Manager because it shows each task state (If task is "Created"," Completed", "Put on Hold", "Canceled" etc.) There is set of standard statuses, however VIP Task Manager provides users with customizable workflow, so it can be set in correspondence with IT-company needs. It is possible to create various numbers of workflows and statuses that can be applied regarding different types of tasks and task groups. For example tasks statuses peculiar to software developers department can mismatch the workflow of customer service department, so it is better to divide them into different workflow types.

Templates

In order to save team coordinators' time, VIP Task Manager allows duplicating of tasks and tasks groups when IT-company perform typical projects or processes. Typical working processes that consist of certain standard steps (tasks) can be realized in a form of templates that can be stored in Archive mode of VIP Task Manager and be duplicated when new typical process or project begins. Manager can easily make some modifications of this template if required. For example process of negotiations between client and office manager about PC assembling can be preset this way.

Step 4: Customizing IT-company tasks
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