Tag Archives: business management tools

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.

 

 

 

general_settings

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)

Employees Management Module

employees_management_screen

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

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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

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

project_image1

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.

quote_on_proejct_screen1

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

What should the business world learn from the industrial revolution

The industrial revolution has marked a massive change in the industrial world. This change has literally revolutionised people’s lives. This 18th century turning point in human evolution turned out to be one of the biggest factors of human economic and personal growth. People’s quality of life and financial situation have changed so dramatically, that although the of changes spanned around years , the change has been a revolution.

The main cause for this change was the shift from manual labour to machines. Work that used to take so much of human effort and energy, turned to something that could be easily executed by machines. Machines and and automation of most of the manual work in factories, have literally, freed people from working endlessly just to see little progress. Efficiency was the best outcome of this entire period of change.

The business world on the other hand is still struggling in adapting those “machines” to replace those “workers” it is the equivalent of working in one of the old factories prior to the industrial revolution and still manually labouring to produce results.

Even in big corporations, we see many businesses which employ thousands of employees to produce reports manually on Excel sheets , instead of using a business software, that can easily generate the reports in a matter of seconds. We constantly see businesses who still hire a team of customer service employees, just to coordinate and book meetings. We see companies that employ people just to take orders from clients. We see many clients who can easily take a huge quick turn in the direction of becoming lean and super efficient.

The idea behind business management software, is very easy. Take the manual labour and turn it into a software. Just like the idea of taking the old manufacturing methods and replacing them by machines. Just like they did back them in the 18th century.

Added by iQDesk Ltd.

Who is behind iQDesk 2.0 Business Management Software

Some of you asked us recently about the development company that developed iQDesk Business Software. Most wanted to know if the developers of the business management software, are reputable and reliable.
I wanted to take this opportunity to clear this matter up. iQDesk Business Management Software was developed by iQDesk Ltd. Development House
iQDesk Ltd. is the development wing of iQDesk.net products. In simpler words, we developed iQDesk Business Software :).

iQDesk Ltd. is a well established development house, specialising in Web and Mobile Development. Set up in 2006 and currently employs over 20 staff of Developers, management , graphic designers, marketing experts etc.

Here is some more information about iQDesk Development House. You can check here our portfolio, experience and get updated with the latest news and events.

The Business Management Software recent launch is a new release of the well known iQDesk 1.0 and the later released iQDesk 1.1 free business software version. Up to this very moment over 27,000 people have downloaded the free business software version and counting…

We strongly suggest to request a demo and check out the new version iQDesk 2.0 as it offers interactive and smart tools to take your business to the new generation. We developed it thinking about small business owners and what they need to make their business management skills superb, nothing less. The main idea behind the business software, is too maintain profitability of the business at all times and in every stage of the work.

We are especially proud of the Cash-Flow , Project Management and Quote modules which are linked in a smart and innovative way to ensure that the business finances are closely monitored. We would also like to introduce to you the clients management tool that will show you the most profitable clients and the least profitable ones. This gets updated ‘live’ as well.

Please feel free to contact us with any questions or ideas you have. We would love to hear from you

How do Business Software contribute to the Paper-Pushing industry?

Recently, I have been thinking about something an ex-colleague of mine said. Back then we were both working for a large organization in the banking industry. I was her team manager and she was and still is a very clever, no-nonsense kind of girl. One day over a pint at our regular pub, she told me that she was looking to do something meaningful in her life and that she was tired of pushing paper and dealing with made-up issues that don’t really exist.  What she said stayed with me for many years later. Unfortunately, this girl couldn’t really break from this paper-pushing industry and she is still employed in another large bank doing another meaningless executive/specialist kind of job.

Technology and specifically, business software, or any kind of business automation, should have long freed people from these long working hours. If you think about it, with such advanced technology, how is that, that we are working longer hours today then 40 years ago? Why hasn’t technology in fact revolutionised the employment market?

if you happened to read David Graeber article , you will see that he is addressing the exact same issue , he further reminds us that in 1930, John Maynard Keynes predicted that, by the year 2000, technology would change the working world so dramatically that first world countries would all move to 15 hour weeks.
Read more: http://www.smh.com.au/national/public-service/the-modern-phenomenon-of-nonsense-jobs-20130831-2sy3j.html#ixzz2mWSKiEA1 

So why hadn’t it happened? According to David Graeber, it actually had and in a big way.  If you just open your eyes and check among your co-workers, friends or family, you will undoubtedly find many of them are employed in nonsense jobs that either can be not done at all, or can be done in one quarter of the time.  According to David Graeber,the reason people are in fact working long hours is that the governments have an interest to keep us all busy all the time and employed all the time.  I would also like to add to that, the employees themselves are scared from technology, knowing that the business software can replace their job and make them redundant.  You will find many employees opposing any kind of business automation fearing of losing their jobs to the machines.

As this fact may be sad but true for our fellow employees, for us, business owners is a totally different story. We are happy to see that  John Maynard Keynes’ prediction materialised in reality, and that the working hours actually have been reduced dramatically.  As business owners, we can use  technology in our benefit by harnessing its’ true capabilities to help us with our work.  Today, I can’t even begin to imagine how much longer it would probably have taken me to run my daily duties without using technology.  We can make  John Maynard Keynes proud and demonstrate a shortened working week as he so cleverly predicted by trying to get our workload as automated as possible.

 

Added by iQDesk Ltd.

How do Business Software and green go together?

As many people are waking up to care for our planet, it feels like there is a green revolution out there.
People are realising that if we don’t work to save the planet ourselves, nothing will remain for the next generations. Continuing to abuse the planet and it’s livestock the way we do, must stop. It is not a large scale operation as it sometimes seems. If everyone will just do the following activities and incorporate them into our daily lives, recycle, save energy, walk and cycle more and avoid littering, these simple basic actions can make a huge impact on our environment.

My children are already growing up into a world , where littering is not an acceptable behaviour and recycling is part of life and not some innovating notion. Many children all around the globe are growing up learning that caring for the planet is an integral part of life.

How can us as business owners help? We all know about the large oil companies, the big factories and huge refineries and their long term impact on our environment. Can we counter-fight their disastrous effect?

We can, there are hundreds of millions of small businesses around the world. Unlike popular belief small and mid-sized companies are the backbone of the worldwide economy. Two of the major environmental disasters are the eliminations of forests and waste.

Think about this, if we all decide together, all of us hundreds of millions of small companies around the world, to become paperless in a time frame of one year, we can change the course of planet destruction. Absolutely no use of trees to produce paper, no use of polluting printers and inks, no paper waste at all.

Recently, I came across this blog post, which explains quite nicely the idea of going paperless.
http://sbinformation.about.com/od/office/a/paperless-small-business-office.htm

Using a Business Software to run your small business can easily enable a business to become paperless. iQDesk 2.0 Business Management Software was designed with paperless qualities in mind.
All of its’ modules have been developed to allow a business to become paper-free and also to eliminate phone calls. Our own websites iqdesk uk and iqdesk 2.0 are not optimised for printing on purpose. When you start using business software, you can do all your filing, storing,management tasks and projects, your cash-flow, reminders , all paper-free. Your entire business can be run without being dependent on paper and without creating paper-waste and paper related waste.

We are proud to say that our business iQDesk Ltd. has been paper-free for almost a year, we don’t own printers on purpose to remind us, that there is no way to print anything or use paper. Also, the office expenses reduce dramatically when you become paper-less, there is almost no office supplies on the list.

Try it out and be green, small businesses can have a huge impact quite easily.

 

Added by iQDesk Ltd.

Business Software Google search indicates a changing trend in Small Business Management

When we developed iQDesk 1.0 back in 2008 we were determined to break the vicious cycle of Business Software users. We wanted to make small business owners realize
that they actually need to use some sort of automation tools to run their businesses. The corporate business world has moved on to using technology over a decade ago, and the phrase “Business Automation” was already deep inside the corporate jargon. The problem was that the small business owners never moved this fast and stayed behind with anything to do with management through technology.
Now , small business owners are actively seeking Business Software to run their business. If you judge by Google search itself you can see that hundreds of thousands are looking for business software and other related keywords every month. Looking back 10 years you would have found only a few thousands searching for any kind of Management Software.
This clearly indicates a change in trend, which is great. We wanted to educate people to use technology and automate many processes in their small business.

We knew that it was a matter of time, and many business owners were at first reluctant to use any kind of technology. They watched the big companies using the big brands which were mostly heavy to use, complex and had very little to answer a small business management needs.

When we released our iQDesk 1.0 which was Free Business Management Software it had a very slow start. The software was excellent especially for a free tool , so we couldn’t figure out why so few have downloaded it. Being a Development House we continued educating our clients about the need to use automated systems and other business software, if only just to make their life a little bit easier. We saw that most clients were actually open to the idea of changing the way they work.

We have also noticed that there were other small companies that started developing Small Business Software themselves which were quite good tools. A year later sometime around 2009-2010, we have noticed a shift in trend. It must have had to do with the banking crisis. Many small businesses have emerged and the search for Business Management Tools was massive! My theory was that many people who worked in the banking industry and other big corporation have been let go. Those people had a tremendous exposure to technology in their previous job at a large organization, so when they set up their new businesses they were naturally looking for business software to run their businesses. Those people didn’t need to be educated into using technology, coming from a big organization ,this is what they knew they needed.

Today, more than 25,000 people have downloaded iQDesk 1.0, most, if not all of the users are small companies. We are happy to be part of this changing trend.
We are now releasing a better and much much improved version of this business software, as part as our commitment to motivate small business owners to be the best they can.

Check it here, in our software tour page