Investing the proper resources in project management is important for service companies. A good cloud-based project management system will help service companies streamline their operations and get jobs running through their shop more smoothly, with fewer hiccups and delays, meaning more jobs will be completed and delivered on time. With effective project management, you can move your plant from one that is constantly putting out fires and just trying to stay on top of orders, to one that is running efficiently and optimally.

One of the most effective project management tools that a service company can use is a cloud ERP system. Yes, a cloud ERP system will connect your entire shop, allowing for better communication and collaboration, meaning that you can more effectively manage jobs and your entire service company. A cloud ERP gives a manufacturer an all-in-one place to store and manage the complete range of information it needs for any job.

Better collaboration

With the level of collaboration a cloud ERP provides, difficult tasks — for example ordering parts and raw goods to ensure they are available for production on time — are easier. A cloud ERP system creates a deeper level of connection between departments: for example, the engineering department can easily interact, communicate, and share information with purchasers and production managers. Everyone can get the information they need to do their jobs effectively, including knowing what long-lead items are needed so that they can be ordered early on during the design phase, which will ensure the items arrive on time.

Focusing on the right elements

Beyond the level of communication and collaboration that a cloud ERP brings to an organization, it also includes specific modules that help service companies set milestones, budget and follow the progress of jobs, schedule jobs efficiently, and monitor the progression of a job through a shop. All of these features help service companies keep on top of jobs and more effectively manage things.

Scheduling is one of the key tasks that a project manager in a service company's plant needs help with. A cloud ERP with a good project management module will let you move beyond the whiteboard and plan and schedule labor and work centers, taking into consideration efficiency, actual capacity, calendar, and overtime. You will also be able to schedule labor hours by competencies or department, without having to complete routing details in the bill of materials.

Setting and tracking milestones are key indicators that let you know if a job is running on time or behind schedule. A cloud ERP will give you real-time data related to the progression of any job. You can create a dashboard, add milestones related to your material, customer approval, and finished product, to visualize how you are progressing with jobs, and if you are meeting business goals and customer expectations.

A cloud ERP will also give your entire staff key insights into your operations, and the jobs you have on the go. This will help your production and operations managers prioritize, and make sure that your teams are working on the right jobs and tasks.

Investing in your team

As important as it is to invest in the right cloud ERP software system to help you better monitor and manage projects, it’s also important to invest in your team. An effective project manager not only has the right tools that she needs to get a project completed, but she also has the know-how and resources to guide projects through her shop.

Investing in proper training and education for your staff will go a long way in turning your organization into one that is proficient in project management. Ensure your staff knows how to properly use your cloud ERP, one of the key steps in implementing a new cloud ERP, so that they know how to get the most out of the tool you have given them.

Properly keeping track of goals and objectives is a key factor for successful project management.

To keep on top of your projects, it’s important to keep the following in mind:

Alignment of strategic goals: Business and project goals must align and support each other. Ensure your entire team is working on the correct set of priorities for your service companies.

Realistic project planning: Your team needs to set proper expectations and achievable project plans that are based on accurate real-time data.

Clear objectives: Your team has a clear guide to tackle tasks, effectively boosting their focus.

Risk management: Project managers get ahead of issues and find solutions as soon as possible.

Having a proactive leadership style, both from senior management and from your project manager is also important and will ensure everything is communicated clearly to the right employees will lead to success.