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Need customer dashboards built in Monday.com project management system

min $50 USD / hour

Ditutup
Dibuat lebih dari 3 tahun yang lalu

min $50 USD / hour

We are a digital marketing firm that currently uses [login to view URL] as our project/customer management system, and are looking for some assistance with streamlining/automating some of our workflows, and internal/customer dashboards. We're looking for an experienced project management/[login to view URL] consultant to help us out with streamlining some of our reporting/workflows in the system. WE ARE NOT LOOKING TO DEVELOP A "CUSTOM" PROJECT MANGEMENT SYSTEM, OR SWITCH PLATFORMS. Right now, the biggest challenge we're running into is that we are using a "link to item" column on our board to notate which customer a task or deliverable is for. Right now, there isn't any way to automate, or filter based on a link to item column. We use this column to automatically pull customer contact information into the task, so the asignee knows who to reach out to if there are [login to view URL] of the challenges we're specifically looking to resolve are: 1.) Automating our content workflow. We have a board with the content we need to produce each month. There are multiple deliverables that get assigned to different team members during different parts of the process. We'd like a workflow that creates the necessary tasks to get the content produced on our main service delivery board. 2.) Automating our monthly task generation. Most of our customers are on a monthly contract with a standard set of deliverables. Right now, our office manager is duplicating a group, and copying it to our service delivery board each month. Automatic creation of monthly tasks would be great. 3.) Automating our CTM board with reminders to follow up, move prospects into the Customers board when they are closed, etc. 4.) KPI reporting at a general and client level for management staff such as, hours forecasting, how profitable each client is, effective hourly rate for customers based on their monthly retainer, average number of hours to complete tasks, % of tasks being completed on time vs late, if employees are profitable based on hourly rates, etc. 5.) Customer dashboard/reporting based on content published, tasks completed, and backlinks delivered to the customer. We already have some Google Data Studio reporting based on Google Analytics, and would like to include that reporting in the customer dashboard, so clients no longer need to keep track of 2 links. 6.) Process automation for new tasks, content, etc. We currently work out of Google Docs for all of our content/deliverables. We'd like to see about leveraging the APIs of both platforms to look at automatically creating/linking the documents we create for customers to our [login to view URL] boards, so we don't have to go into the drive and create/link stuff when creating tasks.
ID Proyek: 27728181

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Aktif 3 tahun yang lalu

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5 freelancer menawar dengan rata-rata $52 USD/jam untuk pekerjaan ini
Avatar Pengguna
Hello CutThroatMktg,   We have 20 years of strong experience in Project Management, Software Architecture, HTML, as a result, we can successfully complete this project.   Please, review our profile here: https://www.freelancer.com/u/tangramua Here detailed information about our company, our portfolio, and the client's recent reviews.   Also, we wanted to personally discuss questions about your project, which helps us to give you the right estimation.   Best regards, Tangram Canada Inc.  
$62 USD dalam 5 hari
4,7 (16 ulasan)
6,1
6,1
Avatar Pengguna
Hello, I am a Serbia based web developer specializing in high-quality web development. I can help you build custom todo/task management dashboard. Over the years, I have been involved with all types of clients, from personal bloggers to professional agencies, all of whom have been impressed with my talent, passion, and positive work ethic. Next is your turn. Please share more details via private chat. Thank you.
$50 USD dalam 40 hari
0,0 (0 ulasan)
0,0
0,0
Avatar Pengguna
PHP and laravel, HTML, CSS are my main skills. I have developed many php projects. I am sure. My recent projects are PHP projects.
$50 USD dalam 40 hari
0,0 (0 ulasan)
0,0
0,0
Avatar Pengguna
Hello I have gone through the whole description. I can't confirm you until you provide me all the details of your application. I need the following details: a) Programming languages used. b) Databases used. I deal with such kind of software but the language and database should be known to me. Please contact with details to get the quotation of this project.
$50 USD dalam 40 hari
0,0 (0 ulasan)
0,0
0,0

Tentang klien

Bendera UNITED STATES
United States
0,0
0
Anggota sejak Jul 26, 2018

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