Southwood Research uses actiTIME to manage time spent by both in-house staff and freelancers, keep track of the projects’ progress and budgets, and invoice clients based on the tracked time.
— How has actiTIME impacted the way you report back to your clients?
— actiTIME provides more transparency to our customers. Some of the clients now are wanting reports to back up and support the invoices that are sent. So we now put tasks in a particular relevant client and how they want their hours distributed. So some of their projects may have 11 or 12 tasks in there and then people log their time to whatever task they’ve been working on. And then I can run the reports for the client to show who’s worked on what particular part of the project, what they were doing and for how long.
Within one project they might have 5 or 6 different parts of money that have different tasks allocated to each part. They set up a different task on the Project Code so we can track how many hours are spent on each part.
— How has actiTIME impacted your internal reporting and communication?
— I regularly have to report every week to our parent company. I use Staff Performance reports because they want to know how many hours every employee works. So I’ll put in Staff Performance and put in Project name and then it will bring me the week of who works on what project and how many hours. And I also have to do the same report for freelancers.
And another report I have to do is specific to the American side of us where they need to know who’s worked on that particular project. So again on that one I go into Time-Tracking Details, because they need the comments. I open up the spreadsheet and take out the non-billable lines. They have the comments that they obviously need to back up their invoice to their client. Those are the ones that I really use an awful lot.
— What is your favorite feature in actiTIME?
— Comments are very helpful because clients want to know what people are doing on some projects to backup the time they spent. It also helps to summarize the activities they’ve been doing that month, and it helps because you can read the comments of whoever’s been working on that project. So that helps back up as well.