Keeping Track of Multiple Projects

Getting a snapshot of the status of your company’s projects for review and action is an important part of keeping control of your business — allowing you to ensure all your resources are focused where you need them to be. Daylite offers multiple pipelining views for projects and opportunities, giving you a “whole company” snapshot of business activity. Many businesses (legal, real-estate, film, photography, etc.) have set steps that they have to follow. In real-estate, for example, closing the deal on a house involves several steps that must be observed — from doing a title search to delivering the keys to the new home owner and everything in between. These steps are predictable and time-based.

With Daylite you can define any number of pipelines, each with different stages. For example, you can define a pipeline to track projects with the following stages — Concept, Definition, Planning, Implementation, Close Out, and Review. At company meetings, all projects can be quickly reviewed against these stages of the pipeline for an overview of their status.

Daylite provides easy-to-view summaries of all the tasks, appointments, and notes associated with a project for easy monitoring of project history and next steps.

Customer Support

Most companies of 1-50 persons cannot afford the money or overhead for a full customer support application. The combination of Daylite and the Daylite Mail Integration (DMI) module fills this need.

Many companies use email as a first line of support. With Daylite and DMI, when you receive a support question via email you can see right within Apple Mail whether or not that person is a current contact in Daylite. With a click of the mouse you can see any projects or opportunities that are associated with that contact, along with project and opportunity history.

From within Mail you can attach and send pre-written responses to questions, respond directly and record your response in Daylite, or highlight the content of the mail and create and delegate a new project to address the question.

As a manager you can easily monitor all customer support issues by creating a source list to search the database — reporting on the status of open and closed support cases. Because Daylite3 allows you to create rich histories for all opportunities, projects, tasks and activities, you have all the information you need to determine the status of a support case, right at your fingertips.

Scheduling Team Meetings and Resources.

Finding a meeting time for team members and reserving meeting resources is easy in Daylite. Using Daylite’s calendar, you can view the availability of people and resources and send meeting notifications to anyone on the system — booking appropriate rooms and meeting resources at the same time. When a meeting request is received, it can be accepted or rejected. Daylite automatically notifies you who has accepted or rejected your meeting invitation. If you change a meeting time or date, you can have Daylite automatically notify attendees.

Task Delegation and Follow-up

Getting work done in today’s fast-paced business environment requires the constant delegation and sharing of workloads. Keeping track of who is doing what and when those tasks and activities are due can be a difficult and time-consuming proposition. With Daylite, delegation and follow-up is easy.

With Daylite you can create a task or project and delegate it to anyone in Daylite. The person who you delegated that task or project to gets an automatic notification of the assignment. When that individual makes changes or updates to the project or task, you are immediately notified.

Furthermore, within Daylite a person can delegate a task or project that has been delegated to them. When the newly delegated person makes changes or updates to that project or task, you are notified, as is the person who you originally delegated it to.

Rule-based Calendaring

Many businesses (legal, real-estate, film, photography, etc.) have set steps that they have to follow. In real-estate, for example, closing the deal on a house involves several steps that must be observed — from doing a title search to delivering the keys to the new home owner and everything in between. These steps are predictable and time-based.

Creating activity sets for these tasks and activities saves time and ensures that you don’t forget a step in the process. Tasks and appointments can be created from a defined date going forwards or backwards — allowing you to set milestones automatically, based on a known fixed date. Additionally, you can set up activity sets to skip days that shouldn’t be included in the project timeline, such as weekends or holidays.

Once an activity set is defined it can be applied to any number of projects or opportunities with just the click of the mouse — saving valuable time and ensuring critical tasks and activities are not missed.

Tracking New Business

Keeping track of and managing new business opportunities is the lifeline of most companies. Daylite allows you to efficiently manage your business development cycle — keeping track of important activities, tasks, and notes associated with an account.

In Daylite “opportunities” are created to track new business prospects. With that opportunity, business contact information is recorded and roles can be assigned (decision maker, influencer, etc.). All contacts are easily linked to new opportunities in Daylite3 — allowing you to see the business landscape you are working in.

Once you have created your opportunity it can be linked to a defined business development pipeline, allowing you to track progress in the business development cycle. Potential earnings can be recorded against an opportunity and estimates can be quickly created using Daylite’s report writer. When a decision is made by the potential client to buy your product or use your services, important “win/loss” information about can be recorded for future reference.

If new business results from the opportunity, a project or multiple projects can be easily created, with associated tasks, activities, appointments, contacts, files and notes.