Managing work in progress across client files

Managing work in progress across all client administrationsFrom inboxes and heads to a visible overview per file: status, deadline, owner and blockers. How to introduce it without a heavy project tool.The short answerManaging work in progress means that for every client administration you can see, at any moment, what the status is, who is working on it, when it is due and what it is waiting on, without anyone having to ask around. In most firms that information does exist, but it sits scattered across inboxes, cWhy work in progress lives in heads and inboxesA firm with forty administrations does not have forty files but hundreds of running workstreams: VAT returns in different periods, year-end work in different stages, loose questions, documents still to arrive. Those streams grow organically. Client A's VAT return sits in the memory of the employee wWhat a good work-in-progress overview makes visibleWork in progress is not a task list per person but a status overview per file. Per administration and per type of work, you want to see four things:Giroo B.V. — KVK 99500256 — Stratumsedijk 6, 5611 ND Eindhoven — info@giroo.nl — giroo.nl