Project management & CRM wiki
Want to know more about project management and CRM? We gathered all the key topics in one clear wiki.
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Project management
Scope, budget, resources and control: the foundation of every project.
- AI in Project ManagementIntelligent systems that help project teams plan, predict and automate.
- BudgetingEstimating, allocating and tracking the financial resources of a project.
- Change ManagementThe structured approach to making changes land in a project or organisation.
- DeliverablesThe concrete, measurable results a project has to deliver.
- KPI (Key Performance Indicator)Measurable values that show whether your project or team is meeting its objectives.
- PMO (Project Management Office)The team or department that standardises and supports project management in your organisation.
- Portfolio ManagementManaging all your projects and programmes strategically as a single whole.
- Project ManagementPlanning, organising and following up work and resources to complete a project within time, budget and scope.
- Project ScopeThe boundaries of a project: what will and will not be delivered.
- Resource ManagementPlanning and allocating people, time, budget and materials across your projects.
- Scope CreepWhen a project's scope quietly grows beyond its original objectives.
- Stakeholder ManagementIdentifying, engaging and informing everyone with an interest or influence in your project.
Methods and tools
Kanban, Scrum, Gantt and other ways to plan and track work.
- Gantt ChartA timeline that shows when tasks take place and how they depend on each other.
- KanbanA visual method that lets work flow through columns and limits work in progress.
- Mind MappingA visual thinking technique that organises ideas around a single central concept.
- Organisational ChartsA visual representation of how people and teams in your organisation are structured.
- Project DashboardsA single visual overview of your most important project data, metrics and KPIs.
- RACI MatrixA matrix that records, for each task, who is Responsible, Accountable, Consulted and Informed.
- ScrumAn Agile framework in which teams work in short sprints towards shippable results.
- Templates in Project ManagementReusable frameworks that give new projects a standardised start.
- Time trackingRecording and analysing the time spent on tasks and projects.
- Work Breakdown Structure (WBS)A hierarchical breakdown of the project scope into smaller, manageable work packages.
- Workflow automationTechnology that carries out recurring, manual tasks automatically.
CRM and sales
Customer relationships, sales processes and the entire customer lifecycle.
- CRMCustomer relationship management: the strategy and software for managing all your customer relationships.
- Customer Lifecycle ManagementTracking and improving every interaction with your customer, from first introduction to loyal ambassador.
- Sales PipelineA visual representation of your sales process, from first contact to signed deal.
- Why do companies need a CRM?The signs that your customer management needs a CRM, and what it brings you.
monday.com
When and how monday.com brings your tools and processes together.
- Excel vs monday.comWhen Excel is no longer enough and monday.com becomes the logical next step.
- How monday.com helps in consolidating your tech stackHow monday.com replaces a fragmented tech stack with one central workspace.
- How to integrate monday.com with other platforms?How to connect monday.com to your CRM, ERP, marketing and financial systems.
From term to a working monday.com setup
Knowing what a Gantt chart or a sales pipeline is, is one thing. Setting them up so your teams use them every day is another. That is where our senior consultants help you.