: Project & Client Management I run a small 2 man design company and although it hasn't seriously affected is in the 4 years we've been working for, we are terrible at project and client management..

@Dunderdale640

Don't build it yourself.
It is a lot of work, which someone has already done and you can get for a fraction of what your billable time would cost.

There are products like
basecamp.com/ duetapp.com/ www.activecollab.com/ podio.com/ asana.com
Some are free, some paid, some self-hosted and some cloud-based. I'm sure you can find something that is close to what you need and spend a fraction of what you would developing your own.

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@Holmes874

The thing is that there are softwares and services that can help your company up to a certain point yet unless you get another resource (a person that can take care of clients an everything related to it) these tools won't be so helpful because you will still need to put some time and effor to manage the tool itself. The best you can do is :

• Take some time and seat down to put up a client workflow system.
To achieve this, think of the way you guys manage the creative process during the time frame according to the client's requirements.

This will help you understand how much time on an average you take during the creative process and the management process, so you can give more accurate estimates to the client and reduce the 'unexpected situations' that will always happen.

• From the information you gathered when analyzing your current system, read the contract templates you have used in the past and edit them to meet your company's needs. (every company/person is diff and we all have diff rules based on what we do and how we do it).

A good thing to have in mind and maybe include in your contracts is to make the client pay a percent of the price up front and when the work is completed according to the agreed requirements they pay what is left. and remember to write everything .

• Once you have done these two you need to seat down with your colleague and get to an agreement in which you can manage part of the client process and he/she the other part.

Have in mind that as your company grows you might need an assistant or an intern that could help you to handle clients once you get your company's workflow designed. Because doing both creative work, handling clients and then managing the accounting won't let you put your mind into something enough time to get it right and you might also lose track of what you are doing.

if you need more detailed help regarding work flow and managing clients do a little research about some start up examples or feel free to ask.

Hope I helped you a little on this one I've had problems like this in the past, I know the feeling.

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