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Software Company and Financial Reporting

A large software company based in the US with extensive PM and analytics management, offering integrated tools such as dashboards, accounting software, and project tracking systems to support informed decision-making and operational efficiency.
  • 1
    Project
  • 2
    Audit
Accounting software dashboard showing real-time financial data, project progress, and cost analysis for a project management platform.
Task Overview Prioritization
Task Progress and Calendar View
Tools

Google Sheets

Google Docs

Google Sheets is a web-based spreadsheet application that is part of Google Workspace (formerly G Suite). It allows users to create, edit, and share spreadsheets online while collaborating in real-time with others. Google Sheets supports various functions, formulas, and integrations with other Google services, making it a versatile tool for data analysis and project management​
Google Docs is a web-based word processing application that is also part of Google Workspace. It enables users to create, edit, and share documents online with real-time collaboration. Google Docs includes features such as commenting, revision history, and integration with other Google services, making it ideal for team projects and document sharing​
OVERVEW

The company manages an extensive project management and analytics platform that focuses on providing detailed insights and streamlined workflows for various projects. The platform offers tools for tracking project statuses, managing team workloads, and conducting thorough analyses of project progress and costs. As a robust cost tracking software, it includes key features such as dashboards for analytics, accounting software, audit report generation, settings, link building, and affiliate management, alongside capabilities for managing indirect costs and wage funds.

PROJECT BRIEF
The Working Challenge
A detailed financial statement showing income, expenses, and overall project budget for better management.
  1. Integration and Synchronization Accounting Software

    The company needs to effectively integrate and synchronize various aspects of project management, including task tracking, financial management, and team collaboration. This involves ensuring that all project data — including financial statements — is accurately and seamlessly updated across different modules to provide a unified view.

  2. Real-Time Analytics

    Providing accurate, real-time analytics is crucial for the company. The platform must continuously gather and process data to offer up-to-date insights into project progress, financial health, and team performance. This requires robust data processing capabilities and efficient algorithms to handle large volumes of data.

  3. Resource Allocation and Management

    Optimizing resource allocation and managing team workloads are essential challenges. The company must ensure that resources are distributed efficiently across projects to prevent bottlenecks and overburdening team members. This involves advanced planning, monitoring, and adjustment of resource allocation based on real-time project needs and team availability.

  4. Financial Oversight

    Managing financial aspects such as costs, budgets, and revenues is a significant challenge. The platform needs to provide detailed financial statements, financial reports, and projections to help in making informed decisions. This includes tracking direct and indirect costs, managing wage funds, generating an audit report, and ensuring that financial goals are met within project constraints.

  5. User-Friendly Interface

    Ensuring that the platform is user-friendly and accessible to all team members is another critical challenge. The interface must be intuitive and easy to navigate, enabling users to quickly access relevant information and perform their tasks efficiently. This includes designing dashboards and reports that are visually appealing and informative.

SOLUTION
Our Working Process
1
Summary and Progress Tracking

Project Overview and Status Summary This section provides a comprehensive overview of the project titled “Website launch.” It includes a summary of project updates, showing the number of tasks completed, updated, and due within the last seven days. The status summary presents a visual snapshot of the project’s current state, highlighting the distribution of tasks across different stages, such as “Done,” “In progress,” “Sparring,” “In review,” and “To do.”

Team Workload and Task Distribution This section focuses on team management, displaying the workload distribution among team members. It shows the number of tasks assigned to each team member, helping to oversee capacity and reassign tasks as necessary to balance the workload. Additionally, a pie chart provides a detailed breakdown of work types, giving insight into how work is being prioritized and categorized within the project.

2
Task Overview and Prioritization

Task List and ImportanceThis section presents a detailed list of tasks organized by importance, deadlines, and project context. It includes a checkbox interface for tracking task completion, deadlines for each task, and the project they belong to. The tasks are labeled with contexts such as “BUSINESS,” “PRIVATE,” and “ADVANCEMENT” to provide clarity on the nature and priority of each task. This structure supports effective task management practices commonly used in small business accounting, where clarity and prioritization are essential for maintaining operational efficiency.

Project Goals and Progress Charts This section features visual representations of project goals and their progress. Bar charts and radar charts display the advancement of various projects, helping users quickly assess the status and focus areas. The charts are powered by Notion2Charts, providing a clear and interactive way to monitor goals and ensure they are on track. This visual aid helps in identifying areas that need more attention and facilitates better project management. Such visual tracking can also support software audit processes by offering transparent insights into goal completion and resource allocation.

3
Current Focus Projects

Projects in Focus This section displays the projects that are currently in focus. It is categorized under headings such as “Freelance,” “English,” “ADVANCEMENT,” “BUSINESS,” “FAMILY,” and “PRIVATE.” Each category contains a number of projects or tasks, allowing for organized tracking and prioritization. The table format helps to maintain a clear overview of the active projects and their respective categories.

Detailed Project Categories This section categorizes all projects under specific headings, ensuring that each project is organized and easily accessible. Categories include “Freelance,” “English,” “ADVANCEMENT,” “BUSINESS,” “FAMILY,” and “PRIVATE.” Each category may have hidden groups or additional details that can be expanded or collapsed for a streamlined view. This organized structure supports effective project management by allowing users to quickly find and focus on the tasks that are most relevant to their current priorities.

4
Monthly Calendar Overview

Calendar View This section provides a monthly calendar view, displaying the tasks scheduled for each day. The calendar format helps users visually organize their tasks and deadlines, allowing them to plan their activities and manage their time effectively. Tasks are color-coded and categorized, making it easy to distinguish between different types of tasks and their respective deadlines.

Task Progress Timeline This section features a timeline view of tasks, providing a linear representation of task progression over time. The timeline helps users track the start and end dates of tasks, monitor progress, and ensure that all tasks are completed within their designated timeframes. The timeline format aids in visualizing the flow of tasks and identifying potential overlaps or gaps in the schedule.

Our Services

  • Small and Medium Businesses Small and medium businesses
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  • Logistics Companies Logistics Companies
  • Healthcare and Medical Services Healthcare and Medical Services
  • Development of AI Algorithms Unique on-brand design
  • Online Schools and Businesses Intuitive user navigation
  • Telecommunications Providers Full mobile adaptation
  • Logistics Companies SEO-optimized content

Creating highly effective and adaptive websites with a single user account that solves enterprise tasks, featuring partner or customer functionality or an internal social network for employees.

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  • Mergers and Acquisitions Real Estate
  • Online Schools and Businesses E-commerce and Retail
  • Receiving Donations from Investors Luxury Goods and Fashion
  • Integration with Existing Systems Travel and Tourism
  • Development of AI Algorithms Powerful analytics and reporting tools
  • Implementation of Machine Learning models Adaptive and intuitive UI/UX design
  • Creative ads Convenient admin panels
  • Online Schools and Businesses User authentication and role management

Developing scalable online marketplaces for businesses. No fewer than 2 and no more than 4 accounts and users such as buyer, seller, partner, supplier.

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  • Online Schools and Businesses EdTech
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  • Integration with Existing Systems Cryptocurrency and Blockchain
  • Modular and flexible scalability
  • Competitor analysis and market insights
  • Decentralized applications (dApps)
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Rapid MVP development for idea validation and startup launches.

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  • Tech and Software
  • Legal Services
  • Healthcare and Medical Services
  • Financial Services
  • High-conversion ads
  • Hot customer leads
  • Competitor cost analysis
  • Ad launch within 2 weeks

Search advertising by keywords for precise client acquisition in unlimited quantities.

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  • Luxury Goods and Fashion
  • Luxury Goods and Fashion
  • Real Estate
  • Travel and Hospitality
  • Targeted narrow audience display
  • Creative ads
  • Lead generation
  • Ad launch within 2 weeks

Effective advertising with a broad reach of potential clients by geography, gender, age, and interests on various platforms.

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  • E-commerce and Retail
  • Education:
  • Home Improvement and Services
  • Financial Services
  • Promotion by key search queries
  • Backlink building strategy
  • On-site SEO optimization
  • Launch within 4 weeks

Increasing website visibility in search results for high-frequency and medium-frequency queries on Google, Bing, Yahoo, Baidu, DuckDuckGo, Ask, Naver, AOL, Seznam.

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  • Continuous Learning and Algorithm Improvement Tech Startups
  • Healthcare and Biotechnology Firms Biotechnology and HealthTech
  • Integration with Existing Systems FinTech and Crypto
  • Online Schools and Businesses E-commerce and Retail Tech
  • Telecommunications Providers Project publication on the platform
  • Angel Investors Investor lead generation
  • Receiving Donations from Investors Receiving donations from investors
  • Logistics Companies Pitch deck creation

Rapidly attracting necessary investments for a startup or business, preparing the project for the deal.

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  • Angel Investors Private Equity and Venture Capital
  • Mergers and Acquisitions Mergers and Acquisitions
  • Continuous Learning and Algorithm Improvement All startups
  • Automotive and Mobility Companies Technology and Software
  • Angel Investors Financial analysis
  • Business Model Analysis Business model analysis
  • Market Analysis Market analysis
  • Healthcare and Medical Services Team analysis

Comprehensive startup analysis and company evaluation, highlighting advantages and risks.

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  • Continuous Learning and Algorithm Improvement Venture Capital-Backed Startups
  • Development of AI Algorithms Corporate Innovation Labs
  • Telecommunications Providers Serial Entrepreneurs
  • Angel Investors Angel Investors
  • Implementation of Machine Learning models Creating a prototype
  • Minimal Functionality Minimal functionality
  • Automotive and Mobility Companies Product testing
  • Business Model Analysis Market launch strategy and execution

Creating a viable product for startups or businesses.

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