Building Trust With Transparent Project Handling
Inside Look at How Numla Handles Client Projects

Project Task Time Estimation & Approval

by Khurram Iftikhar

Managing project tasks and ensuring client satisfaction can be challenging. Project management often faces issues related to time tracking and obtaining client feedback. Without a structured system, ensuring clients are satisfied with the work done and the time billed becomes challenging. This can lead to inefficiencies, misunderstandings, and potential conflicts.

At Numla, we are proud of our efficient and transparent project management practices. Our approach not only streamlines internal processes but also fosters trust and satisfaction among our clients.

The Numla Project App offers a robust solution for streamlining project management. This article explores how Numla Project App's Task Time Approval and Client Feedback features have transformed our project management approach, providing an inside look at how we handle client projects with the utmost transparency and precision.

Numla Project Board

The Numla Project Board empowers clients to provide feedback on their satisfaction levels and approve the number of hours worked against the actual hours spent. This feature streamlines communication and ensures transparency in project management.

Step-by-Step Process

Here's a breakdown of how the task time approval and client feedback process works within the Numla Project App:

Step 1: Initial Time Estimate and Client Approval

Consider a scenario where a client requests the design of a sales report. Initially, we estimate 6 hours and communicate this to the client. Upon their approval, we proceed with the task, recording our time accordingly.

Initial time estimate for task
Estimated hours for a task

Step 2: Progress Tracking and Completion

As the task progresses through stages, passes UAT, and reaches completion, we need to inform the client about the actual hours spent and obtain their approval. To achieve this, the task must be moved to the "Est. vs. Actual Hrs Approval" stage, triggering an automated email notification to the client.

Estimated vs actual hours

Step 3: Client Review and Approval

When the client clicks on the "Go to Feedback" page, they will be presented with task details including title, description, all previous communications related to the task, current stage, allocated/estimated hours, actual hours spent, and the option to approve hours.

Client review and approval of worked hours
Client feedback page
Completed task description

Step 4: Backend Review

In this example, the client approves 6 hours and may provide remarks.

Client feedback

Once submitted, this information can be reviewed from the backend on the same ticket, facilitating further communication with the client.

Backend review
Feedback

Reporting

Additionally, another report provides project and task-specific details on estimated versus actual hours, along with ratings, enabling us to monitor approved hours and client satisfaction levels effectively.

Customer feedback report
Task feedback list

Building Trust Through Transparency

Our transparent and efficient project management practices at Numla not only build trust but also strengthen our client relationships. By keeping our clients informed and involved every step of the way, we demonstrate our commitment to delivering high-quality, timely results.

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في ERP
Khurram Iftikhar 1 يوليو, 2024
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