As projects increase in size and scope, more people get involved and more documents are passed back and forth for approval. Document changes occur that lead to more back and forth and another set of approvals must occur. As documents are returned from your customers, different team members must be notified, and you must track who is responsible to resolve each.
How do you keep track of all these changes while ensuring that everyone is in the loop at all times?
With DocBoss, you can assign documents to a workflow, and those team members will see the actions show up on their dashboards (and in their email box if you wish). Gone are the days of assigning outlook tasks to yourself to follow up on documents. DocBoss allows you to assign and forget. Then just review the upcoming, and overdue assignments to make sure the team is on top of the work.
You can assign the document to several people sequentially, to ensure it is completed and reviewed appropriately. At the start of the project, you have your equipment list, and your document requirements. In DocBoss, this is enough to generate the full list of all required documents. With our register auto-generation process, you can have a perfect document requirements list within a few minutes. Of course with customer numbering etc all is pre-defined.
The DocBoss dashboard provides an overview of each project, and a summary of the current progress. With a quick glance, project managers can review the number of documents which are overdue, and can click through to get a list of those documents.
Combined with reports available across all projects, managers can quickly identify issues before they find out from their customers.