Category Archives: Uncategorized

Manage System Users

Here you can add a user to the system , define their access rights by selecting a user role and give them online access. (You can also add an employee /client from the Clients Management Module and the Employees Management Module)
Create System User screen

 

 

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New user created successfully

 

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General Settings

Here you will be able to set up your account settings so it will match with your company’s details and financial details such as bank details, rate, VAT, Currency etc.

 

 

 

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Quote Management Module

Giving quotes is an art in itself. It is often your first contact with a new clients and a quote can be a make or break point! no less!
We all know that giving a fast quote and a competitive quote is essential when you are about to establish a connection with a new client. You did it wrong, and you simply lost the client for good. Many business owners give a quote which is simply too low and by doing this they end up losing money repeatedly. When we designed this business software we were set out to tackle this issue once and for all. We wanted to make sure business owners don’t just give quotes off the top of their heads but use a software quote module that will help them to provide a client with their best quote and not lose money on it.

But, how do you make sure you don’t lose money on the quote?

We developed a Quote Management Module that is designed to tackle this sensitive and often complicated issue of giving the right quote.

Quote_tool_main_screen

Add a Quote

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Once you created the quote sheet, you can save as template if you wish and add it. Once added you will be able to convert the quote into a project, edit or delete the quote.

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Once you created a project, the relevant quote will show in the project management module

Quote_in_project_screen

Another way, to add a quote is after you have created a project, this can happen when you have started a project without giving a proper quote (less recommend practice)

Clients Management Module

Clients are the backbone of a business. Clients that feel that they are not in capable hands will probably seek to move to another service provider. Competition today, in almost every field is fierce. It’s not easy to get clients and it is even harder to maintain the clients. Once you have good clients a smart business owner will do his or her best to keep them happy.

So how do you know which clients is good which is a bad client for your business?

At iQDesk 2.0 Business Management Software we took care of this too, the Client Management Module has a really cool feature that shows you, which of your clients generate you profit and which clients don’t.

best_employee_screen

Keep good records of your clients

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Add New Clientfill in their details and upload their relevant files (agreements,contracts,company docs)

create_client_screen

Manage Client fields- here you can add and modify clients fields to allow more user flexibility

manage_client_fields

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You can decide if you want to give client online access so they can follow their own projects and communicate with you on their project page

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There is the new client you have just created

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This module gives you great insight into your clients aspect of your business. Covers the important issues of client profitability and management, and enables you to grant online access to your clients.

Employees Management Module

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Managing your employees should not be complicated. In this module you will keep track of all your employees records and files, update their salaries , their employment contract (monthly/hourly),upload their files such as employment agreements and CV etc. And, decide whether you want to give them online access in case you wish for them to update their project status and check their tasks on their own. The module is very flexible and user friendly.

Add a new Employee

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Give them online access

employee_online_access

employee_online_access_2

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Employee Cost automatically calculated into the other modules

What’s more is the unique feature where the employees salaries is automatically calculated and added to future expenses in the Quote, Cash-Flow and Project Management modules. All you need to do for this to happen, is to add the employee name to the other modules and their cost per hour will be calculated automatically. Many business owners forget to add employee time to their costs,especially one-off extra time. This expense has to be reflected per project and as in the cash-flow.

Here in the project module you can see an example of how the employee expense is being calculated automatically

Employee_time


Here you can see the expense in the cash-flow module

employee_cost_cash-flow

And see here how employees cost is automatically added to the quote

employee_cost_-_Quote

Cash-Flow Management Module- iQDesk Business Management Software

Managing your cash-flow, be it your personal or your business cash-flow is a must! We can’t stress it enough, and it is amazing how easily this ‘must’ is being pushed to the bottom of the priority list. Considering that your cash flow is the one thing that is vital to ensure your business viability. It always comes as a big surprise to us, whenever we analyse other businesses to find out how little effort if any at all is being invested in managing cash-flow.

In our experience , the main reason so many business owners neglect their cash-flow management is that they lack two things:

1. The knowledge to manage cash-flow
2. The time to manage cash-flow

While taking the time to manage your cash-flow can be resolved quite easily, the lack of knowledge was the one that we found more worrying. After all, how can someone assume the role of a business owner without knowing how to deal with the most important aspect of their business? This is a big question, and as a result of it, many so many small businesses fail miserably. Although, there has been a shift in awareness, so many business owners now acknowledge the need of business management , there are still so many gaps in people’s education and expertise to cover them.

The idea behind iQdesk Business Management Software was to literally tackle those gaps. The idea behind teh business software was to make sure that regardless of business owners’s level of education and availability of time, they will be able to run their businesses, while technol;ogy covers those gaps for them.

In a previous post , we covered the project management gap and in this post, we would like to cover the cash-flow management by showing how the iQDesk 2.0 Business Management Software easily manages this tricky aspect of business management.

The cash flow module is split into 3 main screens

Current

The current screen takes all the payments that have already been paid and all the payments that have already been received. This screen is a clever tool, as it feeds automatically from the previous modules where payments has been processed.
All the current cash flow will be displayed on this screen giving the user the ability to see how their finances look at the very same moment.

current_screen_001

Forecast

The Forecast screen will show all the payments that are still to be processed. It covers both the future incoming payments and the future outgoing payments. A user can filter through the relevant dates to get an accurate picture of what the business finances will look like in the future months.
This screen also feeds automatically from previous screens.

forecast_screen_001

Charts and Stats

This screen gives the user a clear and easy to understand display of the business finances.

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Manage your Payments

For additional flexibility and user control of the system we have added payments management toolbar.
You can do the following:

Add a new cost on an ad hock basis

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cost_category

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Add a Fixed cost that will feed each month on the same date if selected

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Export all the data to an excel for easy transfer of data

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The system also enables to user to filter by dates and also displays an overview of the payments at each stage.

Managing your cash-flow via the iQDesk 2.0 Business Management system, is easy and covers the business financial aspects that are important for your business.

iQdesk 2.0 Business Management Software Press Release

Excellent PR websites and completely free. We recommend to use them in case you want to increase your business exposure. These websites are completely free to use.

This is what our PR looks like on these websites.

iQDesk Business Management Software second release PR

iQDesk 2.0 Busienss Management Software Press Release

iQDesk Small Business software Press Release

Is Project Management in Large Organisations better than in Small Ones?

Project Management is a tricky thing.  Having been a professional project manager myself for many years in large organisations, I can clearly say that running a smooth operational project, that both runs on time and within budget is almost impossible.Although as a project manager I have personally   managed multimillion dollar budget projects,  we have never completed a project on time, not to mention within budget! Working in large organisations this is often the case.

Project Management incorporates many factors and stages, and even more there are many stakeholders in a project  and each is trying to pull in his or her direction.

An old friend of mine wrote a very interesting book about this exact topic . Being a professional Project Manager himself, he was able to depict the true reality of organisational project management.  The organisational jargon and the usual excuses and delays that so commonly accompany any project management experience in large organisations.

Managing Stakeholder Expectations for Project Success

So why am I talking about project management methodologies in large corporations?  The reason is , simply to highlight an advantage that small business owners have. As small business owners, so often we feel inferior to the large organisations. Often we feel powerless and less attractive. We tend to believe that in large organisations everything runs smoothly and delays, poor management and to say bluntly project failures do not happen. I would like to stress quite the opposite. Large organisations, being so complex , heavy and politics driven , rarely succeed in delivering perfect projects.

As small business owners, we have the advantage of being flexible and politics free. We don’t need to drag ourselves through pointless profiling meetings and self marketing to the bosses. We don’t need to impress anyone but our clients, we don’t have a team of senior management to endlessly report to, we don’t service the blame policy and we can easily adapt to change and new methodologies.

Many small business owners, try to mimic the large companies. Many businesses try to play in the “big boys” field and so often fail. The secret is to to use the advantages a small business has over a large organisation and there are plenty.  When project management is concerned it is so much easier to manage it properly, easily and fuss free.

 

 

 

 

 

 

 

 

Business Management Software – iQdesk Project Management Module

iQdesk 2.0 offers a brilliant tool for any small or medium business owners. The unique features of this project management tool allow each and every individual of any level of education and skills to master project management easily, using the most advanced tools in the market today and without having to spend a lot of money and time reading project management books or taking expensive courses.
iQdesk 2.0 Business Management Software, does just that, here are some of the features you are going to see when you download the business software.
On this page you will see how serious management problems that a business owner faces all the time get resolved by the business software without having to work hard or to spend a lot of hours learning business management.

We can assure you that every day problems such as Time Management, Invoicing, Cash Flow Management,Employee Management,Client communication,Prioritization, Workflow Management and much more, all of these get easily addressed and fully resolved by using just the project page.

Project Summery

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In this view you can update the project status and details, such as dates, budget, description, scale. The nice thing about this view is that you can edit the fields and add and modify fields according to your business requirements.

Add/Manage fieldAdd_field

New field showing according to your own requirementsadd_field2

Add/Manage status

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New status showing according to your own requirements

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You can also archive or delete a project from here, don’t miss out on the very useful Quick Financial Review button.

Quick Financial Review

Another Quick tool is this one Quick_financial_review

This is a quick financial review tool that you can use on the go. It will give you a quick outlook on the project finances just to make sure that the most important aspect of your business which is profitability is fully covered.

Production Management

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This section of the project page, may look simple, but if you look closely you will see how powerful it actually is

Production Milestones

The part Production Milestones is basically EVERYTHING you need to do in that project. The nice thing about it, is that the software updates automatically with the production milestones straight from the Quote tool which you had already done. The Production Milestones can be accessed by your employees and they can easily update the progress on each milestone.

Once the progress is updated, the Gantt chart automatically updates as well. Giving you a clear graphic display of your project progress. Your clients who ordered this project can also access this page and see the progress of his or her project.

Create category

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This is the new category you created, you can now add milestones under this category and assign to employees

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The new milestone us now showing under the new category and the Gantt Chart automatically updates with the completion rate of the milestone

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Project Tasks

The project tasks section, should already be updated from the tasks module itself. This section is essential to keep track of all the things you need to do with this project. You can assign a priority and get alerts when the due date comes. This tool comes in very handy especially for people who find it hard to prioritise their tasks.

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Project Finances

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This section of the project page, reflects one of the most important aspects of your projects.

This section shows you the finances of your project. On the left hand-side you get to see the money that should come in for the project phases (production milestones, any other payment that should come in) you can generate invoices and send them out to clients and manage your invoicing from there. Invoicing correctly is a skill that needs to be mastered as well, and this software does it for you.

Financial Milestones

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Generate an invoice

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Completely automated invoice is generated

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Costs Per Project

On the right hand-side you will see the costs per project. It is not enough to see how much money is coming in but it is also essential to see how much money is coming out per this exact same project. You can easily manage your payments from this section and add employee time as an expense. Employee time will update automatically according with the previous employee rate your have entered in the employees management module.

costs_per_project_screen

All costs that are marked as ‘paid’ will feed in the current screen in the Cash Flow Management Module. All Costs that are still ‘in progress’ status will feed into the Forecast screen in the Cash Flow Management Module.

Quote

At the bottom of the screenshot you will see a quote section, this quote section will feed automatically from the quote tool. We have decided to add the quote here as a comparison tool. It is very important to see that you are not exceeding the quote you have given in order to maintain profitability per project.

The Quote of course can not be edited.

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Files,Notes,Calendar

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The last section of the project page, is a general management section of the project. Although it seems obvious, many business owners find it hard to find the relevant paperwork and contracts associated with a specific project and waste a lot of time trying to retrieve this information. Here you can upload all the contracts and specification documents and all the emails that are linked to this project, having all the files in one place makes sense and is purely good management.

The notes sections, is basically a chatting tool that records all the chats and communication you had with the client. This is far better tool than using emails. Take our word for it, we have been using this toll with our clients since we launched this business management software and it is the best. Not only does it keep good record of everything, you also know exactly where to find the relevant communication.
the calendar is a specifically tailored calendar that reflects the start date and deadlines of the project. it is gets updates automatically in line with the changes in dates you will enter on that page.

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iQdesk 2.0 Project Management Software tutorial video

We can develop a business software for you!

If you own your own business and you are in need to automate your business or some aspects of it, please don’t hesitate to contact us.
iQDesk Ltd. is a well established development company and we will be delighted to develop a business software of any complexity and specifications.

We have a team of the world best developers who have been working with us for years! we can develop your business management software at a very affordable price and at the highest standards.
We have been developing business software way back in the early 2000 when it was not a popular sought after commodity :)

We know what business owners need and we have the expertise and experience to deliver the best results for you. Just try us.

You can contact us on this page contact iQDesk Ltd.

We guarantee the best quality, the best price, and the best support available.

Please also visit our development website to check our portfolio and work experience affordable business software.