Workamajig® Traffic Setup + Best Practices

Traffic is one of the most complex modules of your Workamajig® solution. However, when deployed properly, it’s also one of the surest ways to dramatically increase the overall productivity of your agency.

CPI is now offering a comprehensive Workamajig® Traffic setup and training solution that will alleviate your production bottle-necks, better manage time + staff allocations, and reduce wasted down-time between assignments; all of which are critical to improving project workflow, staff utilizations and profitability.

Deliverables

Traffic Process Review

  • Deep Dive into Current Trafficking Process
  • Employee One-on-One Interviews
  • Advanced System Setup
    • Review/Update Transaction Preferences
    • Review/Update Available Services + Roles
    • Review/Update Employee Services
    • Review and Update Security Group Settings
    • Review and Update Widget Security Settings
    • Company-Wide Dashboard/Desktop Setup

Training + Best Practices

  • Advanced Project Setup
    • Team Tab: Assigning People vs. Services
    • Scheduling Direction
  • Advanced Project Scheduling
    • Gantt Charts
    • Using Constraints + Lags
    • Using Predecessors
    • Using Durations
    • Using To-Do’s
  • Advanced Staff Scheduling
  • Dashboard/Desktop Views
  • Running + Reading Reports
    • Staff Schedule
    • Traffic Calendar
    • Assignment Review
  • Company-Wide Timesheet Training

Reporting

  • Traffic Production Report
  • Staff Schedules
  • Task Schedules
  • Weekly/Monthly Assignment Report

Documentation

  • Advanced Project Setup
  • Advanced Project Scheduling
  • Advanced Staff Scheduling
  • Best Practice Dashboard/Desktop Setup
  • Production Meeting Agenda

Ongoing Support

  • Facilitate Traffic Meetings Remotely

The Workamajig® name and the Workamajig® logo are the exclusive trademarks of Creative Manager, Inc. and are registered in the U.S. Patent & Trademark Office.