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More Office Tracker Success Stories Scroll down or click the links below to read more success stories:
Business Challenge With a global client base, OCI staffers traveled frequently and were out of the office – making it impossible to access schedules. In addition, clients wanted to be able to immediately access OCI staff schedules, to enable them to determine available staffers at a given time for projects. Vice President of Operations John Hales was using Excel spreadsheets, spending up to 5 hours per week on scheduling – a very tedious process. Everyone had to email Hales their schedules and update him with changes. Solution According to Hales, “Office Tracker has saved us more than 20 hours a month of scheduling time, and enabled us to provide better client service. With the group scheduling capabilities of Office Tracker, we have a view of all of our partners and contractors schedules at all times – making it easier to schedule meetings and client assignments. We have eliminated the many emails and phone calls needed before to schedule a meeting.” Importantly, clients are also able to access OCI staff schedules to find out which consultant or trainer is available at a particular day or time for an assignment – speeding up the scheduling process. “Our customers really appreciate the time-saving. They can see when we’re available, which makes it easier for them to schedule the trainings,” Hales added. “We can provide much faster customer response and reduce the amount of calling back and forth to find a date that works – and that means fewer missed opportunities and happier customers.” Office Tracker also provides a way for OCI Technologies to track work and billing. They can easily create detailed reports based on specific information, such as the name of the employee, date range, type of project, etc. These reports include time usage information such as total minutes and hours expended, making it easy for them to calculate billing. Return on Investment “In addition, the Office Tracker site licensing model really made sense for us, so we are only paying for the number of “seats” and contractors and staffers can use it concurrently,” explained Hales. According to OCI Technologies President JC Meghrian, “This single program has already paid for itself in the first month of use. The responsiveness of the Milum Corp. to make changes to our needs has created a tool that will help us immensely. We have already gained several hours per week in saved time and can accurately project where and when our people will be scheduled for work.” “Our clients are quite impressed that we have set this program up to assist us (and them) in scheduling for their needs, added Meghrian. “It has saved all of us time and allowed us to control permissions based on need to know that keeps our internal items internal while allowing the external clients to access the things that they need. I personally believe this tool will help us grow our revenue and as a business -- it is a sound investment at a good price.” Overall, Office Tracker has enabled OCI Technologies to grow with the confidence that they always have access to their schedules, from anywhere in the world -- enabling them to deliver superior client service.
A variety of TV spots, radio commercials, television shows, films, web sites, CDs and DVDs are all enhanced by Clean Cuts Music, including the Under Armour TV campaign “Protect this House,” Court TV and the music for TLC’s Trading Spaces. With more than 30 employees, Clean Cuts today has three locations: Baltimore, Washington DC and Silver Springs, MD. Each Clean Cuts Music location features a fully-equipped audio suite featuring: 64 track Protocols workstations;full automation; full mix to picture capabilities; digital beta cam; random access SFX and video. In addition to advanced audio and video technology, Clean Cuts Music brings together a talented team of professionals, including composers, producers, sound designers and administrative staffers to support their client’s needs. Increased Demand and Growth Results in a Scheduling Challenge Up until recently, Clean Cuts Music was using pencil and paper to schedule studio times for their clients. Whenever a schedule change was made, the firm needed to call the other two offices to alert them of the change. With this manual approach, they had growing concerns about double booking a studio or personnel, which would cause client service problems and potentially result in lost business. Solution It was easy for the Clean Cuts staff to install and learn to use the OfficeTracker software, and it didn’t require additional hardware or an IT expert. With OfficeTracker, Clean Cuts staff is able to access their schedules from anywhere. In fact, a key CleanCuts executive recently used OfficeTracker during a snowstorm, accessing schedules from his laptop and enabling him to react quickly to changing situations. In the past, the schedules would have been locked up in the office, with no access to schedules or contact data. According to Clean Cuts Music General Manager Paul Perret, “We are confident that our schedules are accurate – for all three offices. We no longer have to worry about double booking studios or engineers, ensuring customer satisfaction and repeat business.” In fact, Perret stresses, Clean Cuts Music is realizing major productivity gains, scheduling appointments four times faster than before, while ensuring excellent customer service. “For our business, excellent customer service, efficiency and accuracy of scheduling is essential,” Perret says. “Scheduling is a mission-critical activity for us, and with Office Tracker we are now confident that we have rock-solid scheduling that we can rely on as we continue to grow.”
Story update: Tracy recently contacted us to add on users to her Office Tracker installation. Now the Finance Department can share Office Tracker schedules with each other and see availability for rooms and other departments for meetings and events. It was easy to add up the cost savings of using Office Tracker to eliminate scheduling hassles.
The Christian Family Counseling Center Eliminates Scheduling Errors Up until a few years ago we doing all client scheduling in a hand written master appointment book in the front office. Counselors also kept their individual schedules in personal appointment books. We had developed a complex scheduling system with limits and controls that involved many hand written notes to be passed between the front desk and the counselors. Not only were we scheduling 8 counselors and a physician, but we also had to reserve 2 play therapy rooms and a conference room, and of course keep track of which counselors were working which hours, who was taking off when, and a variety of meetings involving various staff and our Board of Directors. Of course our system was not fail safe and we were constantly battling double bookings, clients booked by the counselor but not in the master book, clients booked when a counselor was out, play therapy rooms double booked, and every other kind of problem one can imagine.
Photos: Tiffany J. Morisue, CPA, Managing Member , Mark J. Lesser, CPA, and Amy Stallsmith ABC Solutions is a small CPA firm located in Hilliard, a suburb of Columbus, Ohio. Our primary staff includes three full-time professionals. We provide a wide range of accounting, tax, and business consulting services to small businesses and individuals. For some business clients, we serve as their "accounting department" and for others we provide consultation and training on an occasional as-needed basis. Most of our business clients fall somewhere in between those two extremes. Like many CPA firms, much of the work we do has to do with tax return preparation. Like most of our business clients, we are working hard to grow and expand.
As the owner of a very small business, the research and decision was mine. I spent many hours "surfing" the Internet, reading through product features and specification to find just the right scheduling solution for our office. Some of the programs that I looked at were integrated with non-scheduling tasks that were not applicable to us. Some were just too expensive. Office Tracker was "just right" - a great combination of practical features at a reasonable price.
Using Office Tracker has cut down the amount of administrative (non-billable) time that our staff spends by an average of around 10% due to increase efficiency of scheduling and time management overall. For a 40 hour work week, that is a savings of 4 hours - 4 hours that can be spent actually servicing a client and generating revenue. With three busy professionals, that is savings of 12 hours that can be spent on client work or other essential administrative functions. Our entire staff and the business as a whole benefit from using Office Tracker. We use it not only to schedule appointments with clients and others, but also to reserve time for specific tasks such as payroll processing which must be completed on a very strict timeline. We also use it to schedule our conference room for appointments - before Office Tracker, we did not do this and had some occasions where two of us had appointments that overlapped and each of us needed the conference room. The key benefits of Office Tracker for us are convenience, efficiency, and ease of use. As for the latter, during peak times, we have a part-time administrative assistant who comes in to help out with phones and such. Though she is not in the office on a regular basis, she has no problem using Office Tracker to schedule and confirm appointments and to know what is going on with each of our staff. Of all of the programs that we use in the office, it is the easiest to get someone up and running with. Office Tracker has allowed us to more efficiently and effectively schedule appointments and to manage our time overall. Being able to do so is critical to a service-type business where time is money. Unlike a retail-type business where sales revenue is primarily based on the number of units of product sold, our ability to generate revenue is based on the use of our time.
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NOTE: We make our best effort to keep information up to date, however, all information on this page is subject to change without notice. If in doubt, you are encouraged to get the most updated information by contacting Milum at 800-257-2120 or at 512-469-2966 © 1992-2008 Copyright Milum Corporation. All rights reserved. Milum, Office Tracker, and point.click.schedule. are trademarks belonging to Milum Corporation. All other trademarks mentioned belong to their respective owners. Phone: 512-469-2966. Privacy Policy |
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