JobTraQ® Case Study: Design Firm

A busy design firm will typically have many customer projects in progress at the same time. The firm with many artists and a large production staff may have trouble answering client requests for status information. While an artist may have already sent proofs to a contact within the concerned client's organization, a production staff member may not be aware of this.

Without a system like JobTraQ® in place, the phone call will be placed on hold while many members of the organization are interrupted in order to determine status. If the artist should happen to be out at lunch and the manager is not aware that proofs have been sent, inaccurate information can be returned to the client causing frustration and needless process management.

With JobTraQ® in place, this call would never have been received as the client would have already received an e-mail notification that proofs have been delivered. Custom fields in use by typical design firms include: client requested and internal due dates for proof and production delivery as well as fields for recording the actual dates when each step was completed. Custom fields such as client materials provided and design reference materials can aid in the automation of the design process. Making sure that everyone is on the same page, and that managers can quickly access information about the status of a project that a particular designer or project manager is handling, is critical to success of any small-business, but is especially important to today's busy design firms.

Read a referral from the project manager at one of the design firms that runs JobTraQ®.

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