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How to Manage Remote Teams with Practifi

may 7, 2020
BY ALLISON LASLEY

Working from home one day a week may seem managable for most, but knowing how to manage remote teams for an extended period of time can be hard. You may find your tools, processes, and communication being tested in a whole new way. 

While it’s definitely challenging to manage a team and a business remotely, we are fortunate enough to live in a technology-rich world where cloud-based tools and platforms can allow firms to continue chugging along undisrupted. This means firms can maintain (and even boost!) productivity and continue working towards business goals. 

However, with this new challenge also comes an opportunity to step up your creativity and find new, innovative ways to work more efficiently and stay productive. Platforms like Practifi have plenty of features to help you do just that. Below, we’ve rounded up a few ways Practifi helps firms manage the productivity and efficiency of remote teams. 

1. User-based dashboards set your priorities for the day

With so many emails to reply to, systems to switch through, and papers passing by your desk each day, it can be difficult to keep track of your most important priorities for all the different roles on your team. Working remotely can make matters even worse if you’re not around your team to collaborate and discuss important updates.

Practifi’s user-based dashboards solve this problem by making sure your team always knows the most important priorities for the day, everyday. Configured to show the most relevant information for each user in your firm, our dashboard charts and tiles provide a comprehensive view of everything you need to know and do that day. You can check how many tasks are due, which processes are open, who’s celebrating a birthday today, and more. 

Whether you’re in the office or working from home, Practifi’s user-based dashboards make it easier than ever for you and your team to manage priorities, keep processes moving, and ultimately, keep your clients happy.

2. Track progress with smart processes

When you’re not able to pop over to a teammate’s desk, it can be challenging to track where certain clients are in each process, and who is responsible for completing each task. And while a few video and voice calls per day may help answer some questions, these activities can take up a lot of precious time in your day.

With Practifi’s smart process capabilities, your progress questions can be answered in five minutes or less. By simply opening a process within the client record, you can see the due date, all the steps involved, who is assigned to each task, and what stage the process is in. With a visual progress indicator at the top, it’s easy to see a process’s current status, and how many more stages remain. 

3. Stay on top of client interactions with Outlook

If your team is operating out of their inboxes, it can be hard to keep track of all client email communications and meetings. However, with our Practifi’s Outlook integration, it’s easier than ever to log these interactions directly within Practifi on the client record. This way, the system and your team are always up to date.

With these capabilities in hand, remote teams will never miss a beat when it comes to tracking important client updates and interactions. Check out our Outlook demo below to see how simple it is to sync relevant emails and calendar meetings to client records within Practifi.

4. Manage remote teams with productivity analytics

When you’re in the office, it’s pretty easy to observe productivity levels. But, when you manage remote teams, it’s not as easy to see who’s struggling, who’s shouldering too much of the workload, or who’s doing less.

Practifi’s deep analytics engine helps bring transparency and productivity together. Our Activity Management data tracks process and task completion, revenue contributed, and interactions per team member. With this real-time data, you’re able to monitor team performance any time and better manage remote teams.

A platform that helps manage remote teams

Although it definitely takes some adjustment for teams to transition from working in the office to working at home, working remotely doesn’t have to impact your business goals or team productivity. With platforms like Practifi that support you and your team, you can deliver great service to your clients efficiently from anywhere.

Interested in learning more?

If you’re interested in learning more about Practifi product features, visit our features page for more details.

And if you’d like to get in touch with a member of our team, contact us today.

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