When it comes to the often-difficult task of managing complex software implementations, Autotask can handle multi-faceted projects smoothly and efficiently. Here are some examples of the kinds of activities you can expect to streamline:

• Implementation and configuration for software, hardware and integration projects;
• Software maintenance, including issue tracking and bug fixes
• Training or Professional Services projects for software implementations
• Custom software application or web design and development;
• Proactive maintenance plans - including a list of actions that must be performed on supported software on a regular basis such as reviewing issue logs, applying patches and software updates.

Real-Time Project Management and More!

With Autotask you can set up project templates that can be duplicated for recurring projects or processes. If you are using Microsoft Project or Excel for project planning, Autotask can import project information from these applications.

Just like the best-of-breed stand-alone project management software, with Autotask you can break projects or processes down into phases and individual tasks, assign team members and contractors to do them, and enter estimated time and deadlines for each.

A project dashboard gives you a real-time snapshot of everything that’s going on because work records are updated in real-time as work is done. Automated notification keeps everyone in the loop so that, no matter where they are, they know what to do and when it has to be done. At any time you like, you can rapidly check real-time status to see how “actual” compares with estimates.

Here are some of the key improvements you can expect by implementing Autotask’s integrated project management tool:

Quickly Develop Project Plans, Schedules & Assignments Create projects from Microsoft Project®, Microsoft Excel®, project templates or the task library. Manage task assignments, resource availability, roles and rates. Monitor due dates, track performance vs. estimate and time off and available hours per employee to maximize resource utilization. Find and assign resources by skill and availability.     Accurately Track Time and Produce Expense Reports Maintain profitability and head off problems by tracking labor and non-labor costs, actual vs. estimated costs, project budgets to-date, and producing real-time forecasts of revenue, costs and profitability for each project, and monitoring subcontractor fees for more accurate project cost analysis. Completely integrated with the billing process.     Painlessly Handle Implementation Portfolio Reporting Project Manager Dashboard and project portfolio management tools provide roll-up summary information and comprehensive planning and performance analysis, including cross project reporting, project performance, project P&L, earned value, cost analysis, user-defined fields, and real-time project status for all the consulting engagements in your portfolio of software projects and implementations.     Create Proactive Maintenance Plans Manage your maintenance contracts more efficiently with a list of actions to be performed on supported devices on a regular basis such as reviewing event logs, applying patches and software updates.     Track Installed Products Convert equipment costs to installed products on an account. Track installation dates, serial numbers, and warranty expirations so you always know what your customers have.