Steps for overall setup
- Set up a client called, “Internal”
- Set up a project called, “Client On Boarding”
Part 2 – 3 More Steps to Setting Up Your Client On Boarding Process in BillQuick
- Set up a Budget for On Boarding
- Assign the Budget to the project.
- Go to Case, Allocation and Forecasting.
- Under Tools, choose “From Case Budget.”
Once you set up the internal client create a generic project called “Onboarding” as well as the project for on boarding, you are ready to do four more things:
- Set up the budget (this is where you will outline the tasks needed to complete the project, and who will typically do them).
- Assign the budget to the onboarding project.
- Clone the project to set it up for a new client.
- Set up allocation (confirm who will perform the tasks, assign starting and ending dates, as well as dependencies).
The budget is set up as a distinct entity in BillQuick. Then it has to be associated with the case. Once the association has been made between the case and the budget, you are all set for the next new client.
When the next new client walks in the door, you will need to set them up as a client. Then clone the internal on boarding project. The video shows you how to do this. Once the onboarding project is cloned to the new client, you are ready to set up the allocation. This will allow you to define how long each task will take, as well as establish starting and ending dates for each. Then you can create dependencies. This is especially useful in seeing if there is something that is holding up the process. Then you can isolate, and address that issue.
Now that you have the complete picture, I would love to get your feedback as you start using BillQuick for tracking your internal projects. Please post your comments below or on the video and let me know what your questions are.