How accounting firm Barta s.r.o. replaced verbal tasking with a clear system

How accounting firm Barta s.r.o. replaced verbal tasking with a clear system | 1click obrazek nahled 1

Case study 1CLICK Client: Barta s.r.o.Branch: Accounting, payroll, HR, taxTeam size: 9 peopleThe main problem: client tasks and requests were dealt with verbally, by email and ad hoc; the owner did not always keep track of all deadlines and requestsSolution: Projects, tasks, contact database and mobile appsResult: More visibility, less stress, better work planning, clearer […]

Effective management of directives and internal documents has never been easier

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Imagine you’re looking for an important company document that you need to hand over to a colleague immediately. But instead of finding it quickly, you waste hours browsing through a plethora of files, outdated versions and outdated information. Or worse, you discover that a key document has been accidentally deleted or is not available due to unclear permissions. Unfortunately, these scenarios are a daily reality for many companies, in which the management of internal documents poses a significant challenge.
If you use documents such as internal regulations, directives, manuals in your company, you may have similar experiences as many other managers. They are very difficult to manage.
Errors in documents, difficult accessibility and loss of important information not only slow down normal work activities, but also increase the risk of financial losses and legal complications. Speed and accuracy is the key to success.

How to plan a project quickly and easily: 7 key steps for successful project planning

How to plan a project quickly and easily: 7 key steps for successful project planning | 905f12 2eb7cad838764e5cb6b1ea53f2029f32mv2

Project planning is not just a list of tasks. It is a process that requires very careful consideration of the inputs, outputs and objectives of the project. In this article, we’ll take a detailed look at seven steps that will help you not only create an effective project plan, but also achieve success. The following procedures will give you practical guidance from the beginning to the end of the planning process. Once you’re done, you can create the project in 1CLICK.

Connection of the 1CLICK system with the ECOMAIL.CZ system

Connection of the 1CLICK system with the ECOMAIL.CZ system | 905f12 632288d0aa3a42518230ceeba68a5798mv2

Both of these systems boast cutting-edge features that are made even more efficient by their interconnection. Connecting these systems will allow you to effectively use all their functions and achieve a higher degree of automation of your processes related to email campaigns.

References DE FACTO-RIPS, s.r.o.

References DE FACTO-RIPS, s.r.o. | 4e573f c0c1a7fdb6304380a876f06159a40958mv2

We came back to using 1CLICK about 5 years after we left it. Today, with hindsight, I know that the reasons for our abandoning the app were twofold.

Project management, or 6 + 3 tips on how to plan a project

Project management, or 6 + 3 tips on how to plan a project | 4e573f 7b614637c58249eea48fe5a486e48753mv2

In this blog article you will find tips and information on how to successfully implement project management. In this article we will look at various aspects of project planning in general. Of course, project planning is different for every company, perhaps some of our tips will be useful for you.

Integration of the IPEX Contact Centre with the 1CLICK system

Integration of the IPEX Contact Centre with the 1CLICK system | 4e573f 72930f16941149248b914f60d516d99emv2

The IPEX Contact Center is a tool that ensures easy communication with clients. Your customers will always have a choice how to contact you. The combined power of our tools allows you to provide the best communication with your customers on all channels.

One-click commission calculation

One-click commission calculation | 905f12 1e0d8feeca05488aa249b1c72eda4a16mv2

Do you have salespeople, brokers, distributors or partners to whom you pay commissions? Do you find it difficult to keep track? Are you solving this complexly in excel or even on paper?

Electronic bulletin board

Electronic bulletin board | 905f12 eb418ae1f023412bbd3e36f7aa1aa017mv2

Do you need to tell your colleagues something, but neither the task nor the email is suitable? In the 1CLICK system we primarily communicate via tasks, occasionally by email. What if what we want to communicate to someone is not appropriate for a task or an email? Then there’s the Bulletin Board. It’s just not on the wall, it’s in 1CLICK. Electronic bulletin board.

New in 1CLICK 4.0.0

New in 1CLICK 4.0.0 | 905f12 f5bfe621150a4f7a80ecafb5c461b9a0mv2

When we were 15. 11. 2019 decided to upgrade our solution, we didn’t know what to expect. The following facts certainly did not occur to us at the time.

Document management by position in the company

Document management by position in the company | 905f12 a6cf89208aa54681ab1ecd5b8a08add7mv2

In many companies, various manuals, guidelines and regulations are used to make people more efficient. Some people have ISO and some people are fine without it. The principle is important. Do it not for the certificate, but for the purpose. The purpose is to have competent collaborators.

A task from the mail? No problem.

A task from the mail? No problem. | 905f12 e0d65558fbc94f60a600f877904794f3mv2

Email is still a necessary tool for communicating with the world. Of course, we know that it is only minimally useful for internal communication.

Sent an email without an attachment again?

Sent an email without an attachment again? | 905f12 a9c65d7290eb4781aa2d4a3bffa48fe3mv2

How many times have we been there. We send an email with an attachment, but we do not attach the attachment. It’s a pain in the ass for both us and the recipients. The recipient has to write back, if he does at all, and we have extra work to do. Not only that, we can also make our lives more difficult because something doesn’t get done on time or we lose business.

TASKS AND HOW TO DO THEM

TASKS AND HOW TO DO THEM | 905f12 785d58f927504825a2cb8fdacfc0c570mv2

Is there any point in dealing with such a topic? It’s so easy to give someone a task… ???? We tell someone to go and do it and they go and do it… Or not. I’ve got some real-life examples here.

NO TO PAPERS

NO TO PAPERS | 905f12 66304036741848b19bd96d61ac2e3116mv2 d 1920 1279 s 2

Let’s stop losing paper forms. Handover reports are the most frequently lost, followed by invoices received and then the next. How does it work? When the worker receives the signed form, he or she will probably file it somewhere. Then he forgets where, and in a few weeks, maybe years, there may be a problem in the world. The paper is not available and the customer can “float” us on it.

The spell of CRM

The spell of CRM | 905f12 7e6f6c8f73dd4655adafac9ddda517b2mv2

Many manufacturers convince potential clients that CRM will solve everything and make the company more money and less costs. I’m convinced it’s not.

It’s all about the people who work with such a system and, most importantly, their boss, who ensures that they use the full potential of such a tool. It is solely about the boss managing the sales team. A great boss, can handle even a bad CRM and help him have better (more or less) control over contracts. Of course, if he uses a solution that is intuitive and user-friendly, he will have a much easier time. But even that solution will do nothing if he and his team take a lax approach.

What to think about when choosing software for your company

What to think about when choosing software for your company | 905f12 4083d24ee757414b801fec72c08be306mv2

Buying or renting a sw tool is usually a long-term decision. That’s why we want to be as sure as possible that we are investing correctly. Probably no solution is 100% and will cover all our needs. Some may claim this about themselves, but client experience tells us that it is always at the expense of something. It’s like universal tires. I wouldn’t want to ride those.

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