Teams | Collaboration | Customer Service | Project Management

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How to Set Boundaries with Employees: Professional Guidelines for the Workplace

Boundaries are such a blurry line! In general, as a manager or an employer, how can you identify when you can be friendly without jeopardizing your status as a boss? Yes, there is a fine line between being a boss and a friend to your employees! We know you want to be friendly and personable, but you must also set boundaries and enforce rules. If you don’t set limits, you could end up crossing the line and becoming too “approachable“, which can lead to problems in the workplace.

Manage time logs in one centralized place with My timesheet

As someone that manages client work, you’re no stranger to the importance of time. Whether you’re tracking time on a project, adding due dates to tasks, or logging time, the clock never stops. As we recently discovered, 57.8 million hours of time was logged last year alone! So to say time management is vital to a project’s success… that’s a no brainer.

What's New in Asana | February 2023

Welcome to the February edition of What's New in Asana! This month we’re sharing some new ways to get consistent results through automated workflows and processes. First, automate workflows that rely on subtasks. Now select an option to run a rule on both tasks and subtasks. And you can now see subtasks in the Timeline view to help you visualize complex projects with dependent workstreams. Next, you’ll find new ways to automate work across your tools. Explore new rules integrations with Google Calendar, Dropbox, Box, and OneDrive.

How the Teamwork + HubSpot Automation Reduces Up to 15 Hours of Manual Work: Part 1

As a HubSpot Diamond Partner and Teamwork Partner, Digital Reach is here to help your business solve the crisis of disconnection. With a proliferation of tools, teams often find themselves bogged down by manual tasks, disconnected data, and an overwhelming number of apps to manage customer relationships. This can lead to a reduction in productivity, team alignment, and ultimately, business growth.

From the Customer's lens: Order to cash - the Issue of integration in manufacturing

Many of the largest manufacturers have grown through acquisition, and this means bringing together so many different business processes, making the decision on what to consolidate, and what to keep separate, often challenging to say the least. Many manufacturing business processes– such as order to cash– weren’t originally intended to be joined up. That has often resulted in a lack of visibility around the pre-sales and post-sales experience.

The 14 Most Common Help Desk Tickets and How to Solve Them

A larger part of an agent’s job is ensuring things work as they should. Thus, the most common help desk tickets usually relate to employees’ daily tasks. Of course, the definition of “common” varies depending on the organization. However, there are some issues transversal to any IT department. And we’re about to see how to solve them efficiently – and how InvGate Service Desk’s features can contribute to it!

Getting Product Management Sh*t Done with ChatGPT

Let’s dispense with this myth right away. If you’re a Product Manager and you’re worried that the new wave of “generative AI” tools is coming for your career, you can relax. Yes, software programs like ChatGPT can analyze gazillions of data points and even produce some clever insights. But successful product management is still very much a human profession that requires empathy, lived experience, and a passion for innovation and problem-solving. Can a Tesla drive itself?

5 digital banking customer experience trends to consider for 2023

Banks that consistently optimise the customer experience grow 3.2x faster than competitors that don’t. And with over 50% of consumers reporting that they’d switch to a competitor after a single unsatisfactory interaction, customer experience has never been more important for any industry. Here are some trends and best practices to help guide your CX strategy – and drive customer relationships that last.

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Consulting Made Easy: Top Software Tools for Managing Projects & Clients

As a consultant, what are you doing to stay on top of your game? In this ever-evolving field, it's critical to have access to the best tools on the market to power your business. Whether you are a one-man band or a consulting firm juggling multiple clients, leveraging the right tools and software solutions can make all the difference to your workflows and approach to productivity.