5 inboxes → 1 dashboard
The day starts with what needs doing, client by client.
Live.
The problem
Work for several clients comes in through several email accounts, calendars, meeting notes and code repositories, and starting the day meant opening all of them. And by evening there was no telling how much time had gone to each client, or what was left open.
What we did
On weekdays at 7.07 am, a routine reads the email accounts, calendars, meeting notes, shared files and repositories. It keeps a running task list and writes a summary of the day to a private dashboard. It only reads: it never sends, replies to or deletes anything in the accounts.
At 7.30 pm the day’s review runs. Every email, meeting and note is assigned to a client, and the figures (meeting minutes, emails received and sent) are counted by code. Resolved tasks close automatically. On Sundays a weekly review lists what went well, what came up again and three changes for the next week.
The result
- One dashboard with today’s work, by client, instead of five open accounts.
The aim is to know how much time really goes to each client, so the billing is right. The comparison with contracted hours is still to do.
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Tell us where your team loses time.
Prefer to write? marta.matos@withzeno.com