5 project management problems that are derailing your firm

As your office gets busier, project management becomes more and more important. With so much work moving through the firm, it’s easy to lose track of the details. A new ebook, Keys to Project Management Success, details many common project management and workflow problems, with plenty of ideas for solving them. Do any of these problems sound familiar?

What’s the status of…?

Whether you’re a manager with multiple employees reporting in to you, firm administrator with client-facing responsibilities or just a member of a multi-person team, there are times when you need to know the status of a particular project. You can ask around, but that takes time and can be intrusive. The situation is even worse if a staff member has left the firm. A centralized project management system can help all employees find the information they need.

You’ve got mail!

Email used to be a useful productivity tool. But now, many people are feeling the pain of email overload. 600 unread messages on a good day aren’t doing anyone any good. Instead of emailed status upates, you need to have access to to information in the context of your work. That means notifications that appear in a central dashboard, and client notes you can find without digging through emails.

You can’t please everyone

In any office that has more than one employee, there will be more than one way of doing things. A good project management system will help you create more consistency, so everyone is always on the same page. Multiple partners with conflicting processes can cause confusion and inefficiency. Standardized processes help everything run more smoothly.


When a deadline change affects more than one project, making the change in each project will not just use up valuable time. It may also create opportunities for mistakes. a project management system with properly configured worksteps can help. Just change the deadline in the template and cascade the change down to all projects that use the template. What used to be tedious can be virtually automatic.

What should I work on next?

If your junior level staff need to ask for direction after each task is complete, you have a big red flag. Not only is it disruptive to managers to have to interrupt their own work, but it can lead to a lack of employee engagement. Even your most junior staff want to have some autonomy over what they are working on. A project management system can group projects by type or complexity, so staff can choose projects that match their skills and experience. And with proper notifications, they always know what needs to be done and when.

Find out how to solve your project management problems. Download the ebook: Keys to Project Management Success.


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall