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Louis works at a company called SourceCode
SourceCode automate the following seven common business processes using AppsForOps: Expense Claim, Expense Pre-approval, Invoice, Receipt & Bill, Time Off, Timsheet and Travel Request.
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Meet Louis (Principal Consultant). Let’s hear how he uses AppsForOps.
Tell me a bit about what you do on a day to day basis
I am the Principal Consultant at SourceCode, and apart from assisting my team with technical queries and doing project estimation and scope, I am also responsible for the Consulting Services and Support Team and their schedules.
I need to create new projects against which we could assign resources, log time and most importantly generate invoices that we then send out to customers.
On top of this, I am responsible for the scheduling of resources and I need to make sure we have the right people available at the right time. As such, I have to ensure the correct skills are on the right projects, manage leave requests and ensure timesheets are approved and accurate.
Previously, this was managed in different systems, emails and spreadsheets – and you can imagine how quickly you can drown in your own admin!
Tell me a bit about what apps you use, what you love about them and how they save you time
Here are some of the apps that I use:
We need to make sure we’re on top of the work that needs to be done for our customers. We’re not a big consulting team, and a lot of the time our resources are divided amongst projects – it becomes difficult to track what projects we have for which customers, and to ensure that the right work is done by the right people. Project is a great aid in this – it gives us the ability to track and manage all work which is required for our customers.
No one likes to do admin – believe me, I know! With the AppsForOps Timesheet app, a task which is traditionally the last thing on our mind now becomes a quick and painless exercise. But because life happens, a timesheet is sometimes neglected. To save the day, the AppsForOps Timesheet app has an automated email reminder; this makes quick work of catching up on outstanding work.
The Timesheet app helps to give me full visibility into what our resources are doing on which projects on a weekly basis – and as an organisation we now have a much better understanding of actual workload that goes into the different projects. We can gauge what is happening on the projects (because of the ability to add detailed comments to captured time), along with the billed hours vs the actual hours the team spent. We always knew our team worked very hard – and now I have a digital record of this too!
There is nothing worse than having to dig through a system to find the right information. Using My Dashboard in AppsForOps, I have the ability to quickly access any report I need, be that for Customers, Projects, Tasks or most important for me – resourcing. All the relevant information is available at the tip of my fingers – no more guessing where to find things I need!
AppsForOps offers a neat and easy to use mobile app. I would be completely lost without it! All of the functionality you could want is available on the app. And it’s designed for work on the go. I can perform all approvals quickly and at any time using the mobile app. In fact, I do this a lot while in the back of a cab or travelling on the train. Our consultants no longer need to carry around all sorts of receipts for their expense claims – a quick 2 step process (picture of the receipt, and capture some detail) allows them to add a line item to an expense claim before they’ve even taken the first sip of a cup of coffee!
We have all sorts of calendars on all sorts of different systems – and bringing these together without incurring a large cost is very difficult. The My Calendar app which AppsForOps provides gets rid of this problem like a hot knife through butter! It’s a central view where I can see everything I want when it comes to my company. In one view, I can see all of the Time Off in the organisation, all public holidays, when each important event is and also have important dates listed which I need to be aware of.
It is also a great help when it comes to the approval process of Time Off requests and resource planning. I can easily see which consultants are available before committing time on a project or approve a Time Off request – previously this was done using a combination of spreadsheets, emails and a lot of trying to remember what I was doing – now, it’s a simple glance at a single view on AppsForOps.
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