Easy online collaboration tools can provide secure, branded project portals that allow consultants to share a consulting project plan, manage project documents online, track issues, and capture ideas and discussions.
Imagine that your company is one of several consulting firms invited to present proposals to a great prospective client. Of course you will present your innovative approach and emphasize the collaborative nature of your consulting process. But what if you could also propose a secure online project portal where the clients staff can login, track task status, participate in discussions, and access and comment on document drafts. Wouldn't the client love that? Proposing a secure project portal would really set you apart from your competition. It will also streamline communications and project management when you are awarded the job!
Start with a Consulting Project Site Template
We have many consulting firms that use our online collaboration software in just that manner. They may use their own brand and colors on a site, or often they will put their clients brand and colors on the site. They start with a project portal 'template' which has been configured to use the consultants methodology and terminology. It takes just a few clicks to [Add a New Site], select a template to copy, and click SAVE.
While each project is unique, a consulting project site template could look something like this. You can click on the image below and see a full-size screenshot.
Start with this template, then add/delete pages as needed for your specific project requirements. Click here to see this full consulting project site.
In less than an hour, you can create a branded, customized project portal, configure it with new pages as needed, upload an initial consulting project plan, and upload initial project documents. Then enroll your team, and your clients staff - each will get an email invitation to the secure site, with a unique password. No training is necessary.
Each project team member can login, access or upload documents, and update tasks for which he/she is responsible. When the project reaches its smooth conclusion, GroveSite offers an 'Archive Site' tool so you can make a snapshot of the project site (on CD) for your client.
This is part of a series, "Online Collaboration Software: Oh, the Things You Can Do". Each blog post in the series will describe a high-return use of collaboration software. It is designed for end-users – the business people who will use the information every day. Please feel free to comment, and to join us in submitting your own story – good or bad. Click here to access the Introduction article of this Series.