New technology is making its way into the office world on a daily basis and it’s not always easy to keep up with what’s best for your setup and where you should spend your money. Every presentation could need something different especially if you have a diverse client list.

Project management software for Quickbooks can help managers control project resources and prevent excess spending in this area. You’ll be better able to keep money in the budget for new technology when it’s needed and still give your team the necessary tools for each project.

New Ways to Communicate

One of the easiest ways to overspend is to buy too much of a specific resource or end up with doubles when you only need one. Most things can be returned but that is a hassle and it’s one that can be prevented. Project management software for Quickbooks and the resources available through Quickbooks Online (QBO) allow for new and more efficient ways for team members to communicate with each other. Stay updated using an effective interoffice communication network and you’ll never have to deal with returning extra items or messages getting lost in transit again.

Divide and Conquer

There are different needs and roles to fill for every project but what is most important is that each person has a clear job within the group. Define roles and delegate to the strength of each accountant and clients will always have the service they expect, or better. Learn about the strengths of the people on your team by utilizing available reports to track statistics and accomplishments among the people at your firm.

Delegating effectively includes tracking progress as it happens during each project. Using QBO and project management software for Quickbooks, you can do this from anywhere and be sure that clients are getting everything they need all the time.

Remain in Sync

Some projects use resources from several different departments or even from outside the firm. It is important, when this happens, to remain in sync with all people involved throughout the project. Effective project management only works when people talk to each other and so even if some departments are not used to working together, utilize available tools to help them stay on the same page at all times.

If, for some reason, this becomes difficult because of personal issues, it’s important to solve the problem quickly. Petty grievances have no place in a productive environment but everyone isn’t always going to get along with everyone else, especially when they’re from different departments and not used to working together in the first place. It’s up to managers and team leaders to keep these people communicating without tension.

Establish Clear Policies

Once new software has been introduced, make it a rule that it must be used for project management on a regular basis. Check back and use memos and reminders to ensure that the new rules are being followed. A good way to enforce new rules is to make them clearly accessible.

When new policies are introduced, make them visible and then keep the information open to anyone who wants or needs to view it. Not only does this help you manage costs for project resources but it also holds people accountable. For example, make it a policy that each item used for a project must be logged and assign maximum budgets for different resources. When you make this information accessible to everyone, they can look it up for their own reference and always stay within the budget on every project.

Did you know Jetpack now fully integrates project management software with Quickbooks Online? Click here to start a free trial

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Get under the hood of Jetpack Workflow’s accounting workflow and project management platform. See some of the top features and how it helps your firm standardize, automate, and track client work more efficiently.