I would like to update task management/resource planning at work a couple of small teams within a 15 person office.
We currently use a mix of spreed sheet, database built on MS access and some links to our GECL accounting system, and paper notes.
We have office 365 and outlook, and do use a shared calander for booking some vehicles and field equipment. But overall find outlook and anything beyond a basic shared calander a bit buggy and lags refreshing emails, sometimes requiring closing and restarting. Only a few managers have work cell phones. One or two of us staff use outlook app on our own phones to monitor email.
We traditionaly manage our jobs manually updating lists based on;
job number, client, description, location (broad description of area), date received, staff, time required (this adds up with holidays to projected months of work ahead of each person, notes
We could do more, mutipule lists are not live and interactive, there should be better tools.
So have some concerns with the base platform of Office 365/outlook, the one notes, one drives, sways etc, all look pretty but....
Looked at some addons (sorry Plug-ins), but unsure of the usefulness interms of ability to customise and adapt to our use, and ongoing costs.
We could inprove a database and have individual and team reports shared to staff? Requiring one person to manage and others with access to update.
We also do some project management, but generally use fairly basic Gnatt style charts in excell or one person uses Gnattproject. We manage works and our contracts require contractors to provide and update programme of works given a completion date.
Small town firm, old systems being reviewed, from office, accounting, server and backups.
Look forward to some comments or suggestions.