Timesheeting

July 11, 2006

Like Nick, I too spotted the timesheeting/timetracking thread on the the aus-dotnet mailing list. We’ve recently invested a fair bit of time re-engineering some of our internal processes and part of that was adopting Microsoft CRM to help manage the sales pipeline, resource management and reconciliation process.

CRM itself seems quite capable of doing lead/opportunity/order tracking but there is a bit of a divide when it comes to relating that to the actual service activities that take place. Basically what we have ended up doing is putting a customised front-end on CRM for timesheet entry and generation of service appointments. Time will tell whether it is the correct way to go, but I can say that it now takes me a lot less time to fill in my Readify timesheet and I can do it from my Windows Mobile 5.0 device.

I like it because I was involved in building it, but time will tell whether the other consultants like it. If they do we may unleash it onto the world (gotta go – the timesheeting system just e-mailed me and told me I have have times that need to be confirmed).