Organizations have innumerable back office and operating tasks. Some occur once while others recur.
These tasks may be isolated
or may be a part of processes where there are one to multiple dependencies upline (i.e. ones that must be completed before a task can be started/completed), downline (i.e. ones awaiting completion of a task), or both.
How does your organization define and track:
The total list of hundreds to thousands of tasks and events for the entire organization?
The responsible party for each of those tasks?
The deadlines for those tasks?
The downline dependencies that will be impacted if deadlines are not met?
The progress/completion status of each of those tasks.
Typical answers: Lists, Calls, Reports, Meetings
— LOTS AND LOTS of MEETINGS and REPORTS!
Individual Tasking System Deficiencies
Not designed for tracking/reporting tasks by department, committee, or project across the enterprise (even if Sharing is turned on because tasks by individual, not group)
Loss of knowledge when employee leaves or is re-assigned that should/must be retained and used by the organization
No ability to link tasks into processes
Concise Advantages
Quickly, easily define tasks and assign responsibility to Group, Position, and Person in the Concise Planning Functional Structuring module.
See, track, and report on tasks by group, committee, project, person — how you need/want the information because you set up and manage your organization in the Concise Planning Functional Structuring module.
When a person leaves or is re-assigned, simply update that person’s assignments in the Functional Structuring module. The successors to the departing person for each department, committee, project group automatically inherit the departing person’s tasks so they immediately know what is due, when with virtually no learning curve.
NO disperate islands of conflicting data because the entire task management system is maintained in one place, one time.
Link tasks into processes. The Tasks Management module allows users to define one to multiple upline tasks and one to multiple downline tasks for each task. User begin to understand and appreciate how each task fits into the enterprise.
With Concise,
PRODUCTIVITY can be amazingly simple and inexpensive!