Client operations
How do I stop juggling multiple clients, projects, and deadlines across different tools?
Create one operational view that shows each client, active work, owner, next milestone, due date, and exceptions. Connect specialized tools where needed instead of copying their data manually. Prioritize the view around what needs action now.
What to check
- Can every active project be tied to a client and owner?
- Are due dates and next milestones visible?
- Can the view show overdue and blocked work first?