PROJECT AUTOMATION SOLUTION

BITRIX24: PROJEcts

  • Tasks creation and distribution
  • Storage of project documents
  • CRM for projects
  • Communication between employees
  • Calendar 

it works for:

FOR IT COMPANIES, SOFTWARE DEVELOPERS

FOR ADVERTISING, MARKETING AGENCIES

FOR DESIGNERS

FOR HR SPECIALISTS

FOR CHARITABLE ORGANIZATIONS

FOR ENTERTAINMENT, ARTS, MASS MEDIA

FOR AUDIT companies

FOR CONSTRUCTION COMPANIES

FOR LAWYERS, LEGAL SERVICES

FOR TRAVEL AGENCIES, ETC.

essential PROJECTS tools 

Tasks

To organize project work process, connect employees and set the deadlines you need to set tasks correctly and close them consistently.


We simplify work through Task Templates in Bitrix24.

Data storage

The project collects a lot of documentation, files and other data that requires reliable and regulated storage in one place.


All file data is stored on Bitrix24.Disk with reference to the Project

Payment Configuring

Payment for project can be made in installments, "pay-as-you-go" or "prepayment". How to control and automate the sales process?


Bitrix24.CRM with Deal directions, robots and personal stages will simplify the sales process.

as well as:

Chats

The project is a team work therefore it is important to establish interaction and communication between employees in the Project chat.


Binding the chat to the Project and
limited number of participants.

Calendar

Visual display of events in the calendar and regular reminders will help you not to miss a deadline and submit tasks on time.


Individual and team planning
with time reservations.

implementation example

CASE BITRIX24

Client's story

Client: 

Foreign personnel recruiting Agency. The company helps people with employment and paperwork for those coming to get a job from abroad.

What went wrong: 
1. For each case, you need a separate package of documents (photos, certificates, statements, contracts, etc.). All of them were stored publicly on the cloud platform without much navigation. It is difficult to search all documents for a each person, the security of access is not safe. 
2. The process of collecting documents is too complicated, it involves several responsible persons, but at the same time it is quite of the same type. Without automation some important stages and actions are "forgotten" which is discovered later and requires additional effort to correct errors.   

Tasks:
1. Automate and simplify the process of collecting and processing documents for the legal work of a foreign employee. 
2. Create a database of people employed through the agency in order to quickly select personnel, taking into account seasonality, project work, or even entire professional teams.


One employee - One Project

Solution: a Project for each client-applicant is created so all information about the employee is conveniently collected in one place in Bitrix24.


Documents in the Project

All documents are stored on the Project disk: photo of the employee, scans of ID, passport, contract, and so on. It is convenient for manager to search for the necessary files, they will not get lost anywhere. Access to each Project is limited. The documents themselves can be edited directly in Bitrix24.

Tasks in the Project

Within the Project, you can create tasks and determine their deadlines. To automate the work of managers we have created complex Task Templates. Now the manager selects needed Template and the Task will be added to the Project sequentially, indicating the deadlines, responsible persons, subtasks and special tags. In this case 3 complex Templates were created each of them contains more than 10 subtasks.

For each employee a Project was created, where the manager collects and attaches necessary documents to Disk, performs assigned tasks depending on the scenario.

Legal control
DOCUMENTS VERIFICATION

After all the documents have been prepared they are checked by a lawyer. He accesses the Project as an Extranet user, he does not need to register. Lawyer approves the package of documents and submits them further for stamping and signatures. At the same time as an extranet user who can use the calendar he sets the date of delivery and the estimated date of receiving of documents back.

DOCUMENT PERIOD CONTROL

Because documents of this type are usually temporary and issued for a certain period the lawyer also marks the date when it will be necessary to renew the document or make a new one. One month before this deadline, the manager receives a reminder and contacts the employee to re-register the opportunity to work abroad.


PAYMENT FOR SERVICES

If you have several payment options (for example, prepayment, post-paid, installment plan), it is convenient to use different directions of Deals.
Each direction has its own stages of payment, its own document templates, and all customers are segmented by the criteria of making payments.

DO YOU WANT THE SAME? CONTACT US!

Do not delay automation implementation in your company. We will help you with organizing your business processes.

LEAVE CONTACTS

as a result

Documents
are organized

The sales process
is logically built

Documents Collecting
is automated

Employee work is tracked in Bitrix24

OUR CASES AND SOLUTIONS

LEAVE A REQUEST
FOR A CONSULTATION,
AND WE WILL CONTACT YOU!

Our experience in Bitrix24 and knowledge of its tools will allow us to set up a business process of any complexity.  Apply for the automation of your business!

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