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IT Company for Freelancers

US Based company specialized in project and financial management tools tailored for freelancers.
  • 1
    Project
  • 2
    Audit
it company freelancer
Project Management and Financial Tracking
Financial and Time Tracking Dashboard

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OVERVEW

An IT company for freelancers which specializes in offering comprehensive project and financial management tools tailored for freelancers. It provides an integrated platform that combines project tracking, financial management, and time tracking to help freelancers streamline their operations, manage their finances, and improve productivity.

PROJECT BRIEF
THE WORKING CHALLENGE
IT Company for Freelancers
  1. Data Consolidation

    Unifying Project and Financial Data
    We face challenges in integrating project and financial data from various sources. Our operations involve multiple platforms, making it difficult to maintain accurate records. This fragmentation causes discrepancies in tracking project progress and financial transactions. We aim to consolidate our data management practices to enhance transparency and efficiency. By implementing a unified system, we hope to reduce errors and improve decision-making.

  2. Project Management Efficiency

    Enhancing Project Tracking and Reporting
    Our project management processes are hindered by inconsistent tracking and reporting mechanisms. The current system lacks real-time updates, leading to delays and inefficiencies. We seek to get a professional review and analytics that offers tracking, detailed reporting, and recommendation for improvements or seeking other tools. This will help us improve project oversight, meet deadlines, and enhance overall productivity.

  3. Financial Oversight

    Improving Financial Tracking and Reporting
    Our financial tracking processes are inefficient, with data spread across different platforms. This disjointed approach hampers accurate IT and forecasting. We seek to get a professional review of our financial management system to provide a holistic view of our financial health. By centralizing our financial data, we can enhance budgeting, reduce unnecessary expenditures, and ensure better financial planning and reporting.

  4. Time Tracking and Productivity for IT Company

    Optimizing Time Management
    We struggle with accurately tracking time spent on projects, leading to billing discrepancies and inefficiencies. Our current time-tracking system is outdated and does not integrate well with other tools. We aim to implement a more effective time-tracking solution that integrates with our project management and financial systems. This will help us optimize time management, improve productivity, and ensure accurate billing.

  5. Client Management

    Enhancing Client Communication and Satisfaction
    Managing client communication and satisfaction is challenging with our current fragmented systems being an IT company. We often face issues with keeping clients updated on project progress and managing their feedback effectively. We are seeking help to analyze and implement a more integrated client management system that allows for better communication, real-time updates, and efficient feedback management. This will help us enhance client satisfaction and foster long-term relationships.

SOLUTION
OUR WORKING PROCESS
1
Title: Project Management Dashboard

Task Management and Prioritization This section of the dashboard we will provide a detailed view of ongoing tasks for the Flight Travel Team. Each task is listed with its unique identifier, priority level, and the sprint it belongs to. This helps in understanding the workload distribution and prioritizing tasks effectively.

Sprint Capacity and Tracking The right side of the dashboard focuses on the sprint details, showing the capacity points allocated versus the points completed. This section provides a snapshot of the sprint’s progress, including tasks that are in progress, completed, or yet to be started. It ensures that the team stays on track to meet their sprint goals.

2
Freelance Project Management and Financial Tracking

Active Project Tracking In this section we will provide an overview of ongoing projects for our business as IT company for freelancers. It lists clients, current status, hours worked, and budget details for each project. This allows freelancers to monitor progress, manage time effectively, and stay within budget.

Detailed Transaction Logs The transaction management section records all financial transactions related to freelance projects. It includes fields for client names, dates, amounts, and transaction types. This helps in maintaining an accurate and comprehensive financial record.

Monthly Income Breakdown This section visualizes income by month, showing earnings for each month of the year. It provides a clear picture of financial performance over time, helping freelancers track their earnings and plan for future financial needs.

3
Financial and Time Tracking Dashboard

Income Trend Over Months In this bar chart we will display the monthly income for the year, allowing a clear view of the income trend over time. The data helps identify peak earning periods and assess financial performance throughout the year.

Detailed Weekly Time Allocation The timesheet section shows the expected versus actual time spent on different clients’ projects for the current week. This information helps in monitoring productivity and ensuring that time is allocated efficiently across various tasks.

Daily Work Hours Breakdown This section provides a detailed log of daily work hours, represented as a bar graph. It helps in tracking daily productivity, identifying patterns in work habits, and ensuring consistent time management for ongoing projects.

4
Project Management Dashboard

Client Details and Time Tracking In this section we provide a snapshot of the client associated with the project, including the client’s name and key properties. It also includes time tracking details, showing the total time spent on the project to help manage productivity and ensure effective use of time.

Task Completion and Project Metadata This section monitors task progress with a checkbox to mark tasks as done, providing a clear visual indicator of completion. Additionally, it includes project metadata, allowing for further customization and organization of project details, ensuring all relevant information is easily accessible for efficient management.

5
Client Profile Summary

Client Details and Engagement This section provides a detailed overview of the client’s profile, including the name, creation date, total time spent, and current project status. This information helps in tracking client interactions and project timelines.

Financial Summary and Project Progress This section presents a summary of financial aspects, such as the budget and total earnings, along with the progress status of the project. This data is crucial for budgeting, financial planning, and ensuring the project stays on track.

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

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Creating a viable product for startups or businesses.

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Implementing AI solutions for business, including micro-platforms and full-fledged AI services.

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