I’m not an advanced excel user and my Access skills are non-existent, so I am looking for a simple approach.
I need a project management solution for a large team of consultants to track i) client meetings and activity, ii) assignments and progress, iii) new prospects & contacts that they have introduced, iv) travel activity, v) other information such as event partiipation, expenses, etc. On the back of this, I want to do occasional analysis and develop a periodic high-level report to track progress and consultants’ activity vs. KPIs. Some bits of this information is normally tracked by other people in static spreadsheets and I’m not sure I’ll be able to get them to change their ways.
I understand It’s possible with Access to build a custom web app, which sounds promising as it would be nice to let different people input their own data through forms. Suggestions would be appreciated, as well as pointers to learning resources.
I need a project management solution for a large team of consultants to track i) client meetings and activity, ii) assignments and progress, iii) new prospects & contacts that they have introduced, iv) travel activity, v) other information such as event partiipation, expenses, etc. On the back of this, I want to do occasional analysis and develop a periodic high-level report to track progress and consultants’ activity vs. KPIs. Some bits of this information is normally tracked by other people in static spreadsheets and I’m not sure I’ll be able to get them to change their ways.
I understand It’s possible with Access to build a custom web app, which sounds promising as it would be nice to let different people input their own data through forms. Suggestions would be appreciated, as well as pointers to learning resources.
