Track Time and Tasks with TeamNest’s Attendance and Productivity Tracker

Background

Our client is a mid-sized Chartered Accountant (CA) firm, with a workforce of 100 to 120 employees servicing 200 to 250 clients. The firm’s practice areas include audits, direct tax, indirect tax, internal audits, compliance audits, and other related services.

Pain Points

They faced challenges in monitoring attendance and tracking efforts for client assignments because their approach involved manual tracking by the receptionist. And was inefficient and error-prone.

• Manual Attendance Tracking: The receptionist had to call Audit Managers and Articled Clerks individually to confirm their presence at client sites, leading to inaccuracies and excessive delays.
• Effort Tracking: There were difficulties in tracking specific tasks and time/effort spent by employees on various client assignments.
• Billing Issues: There were accuracy issues while billing clients based on time and effort spent on assignments.

Solution

TeamNest provided a robust solution to address these challenges by leveraging its geotagging and timesheet management capabilities:

1.      Geotagging Attendance:

• Location-Based Login: Audit Managers and Articled Clerks must log their attendance via geotagging, ensuring accurate location tracking.
• Client Selection: Employees select the client they are about to visit when logging their attendance. The system uses Google Maps to capture the exact address.

2.      Effort Tracking via Timesheets:

• Detailed Task Entries: Employees can log detailed entries of tasks performed, specifying the type of work (e.g., direct tax, indirect tax, internal audit, etc.) and the client for whom they have carried out the assignment. 
• Time Tracking: The system allows employees to log the time spent on each task, providing a clear record of effort which greatly helps when billing clients.

3.      Comprehensive Notes Section:

• Task Descriptions: Employees can enter detailed descriptions of their activities, offering transparency and accountability.
• Work Categorization: The Notes section helps categorize the work done for each client and facilitates Project Management.

Impact

• Enhanced Attendance Accuracy: Automated geotagging and attendance logging reduced errors and improved the accuracy of attendance records.
• Efficient Effort Tracking: Detailed timesheets provided clear insights into the time and effort spent on each client assignment and the nature of work done.
• Precision in Client Billing: Accurate tracking of time and tasks allowed for precision in client billing based on the work accomplished, enhancing revenue management.
• Improved Operational Efficiency: Streamlined processes led to better resource management and reduced administrative burdens.

This solution successfully addressed the CA firm's challenges in monitoring attendance and tracking efforts for client assignments, leading to improved accuracy, efficiency, and client billing.