Team collaboration - essentials

Document
Client access
management

Practice
Communication
Management

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Email and instant messenger

● Email and instant messenger ultimately inefficient for team collaboration

● Remove information silos
● It’s best to store client information and conversations in a centralized location (by client, by project)
● Eliminate the use of email as much as possible – or you’ll always be a slave to your email.

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Team collaboration – remote team

● Team collaboration tools

○ Slack
■ Slack is a place where your team comes together to collaborate, important information
can be found by the right people, and your tools pipe in information when and where you
need it.
■ Communication in Slack happens in channels, organized by project, topic, team, or
whatever makes sense for you.
○ Project management (like Asana) – comments and conversations
○ QBOA Work integrates with Slack

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Team collaboration – physical location team

● Same tools as remote teams

○ Slack
○ Project management (like Asana) – comments and conversations
○ QBOA Work integrates with Slack

● You still need to track all client-related conversations and emails

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