Why Big Picture?
🟦 Big Picture condenses the most important information in a ticket into a compact visual representation
This text provides background information. What types of text are there?
The Big Picture tool in Leadtime ERP is specially designed to make it easier to keep track of tasks and priorities in complex projects. Managing the workload efficiently is a challenge, especially in digital service companies, where numerous customers are supported in parallel and new inquiries are constantly coming in. Big Picture serves as a visual tool to prioritize tasks and make important decisions about the order and urgency of individual tasks.
The benefits of Big Picture
Big Picture makes it possible to show the most important tasks and their status in a clear visual representation. This not only helps to maintain an overview internally, but also to create a common basis for prioritization in communication with the customer. The following core objectives can be achieved with Big Picture:
- Optimization of prioritization: important tasks are clearly displayed so that no time-critical work is overlooked.
- Improved customer communication: Customers can be actively involved in the prioritization of tasks.
- Easier team coordination: If an employee is absent at short notice, Big Picture enables the deputy to quickly get up to speed and immediately understand the status of the tasks.
- Efficient project management: Big Picture simplifies the management of multi-project scenarios by displaying all tasks on an intuitive visual interface.
Application scenarios for Big Picture
1. prioritization of customer requests
In practice, customers often submit many requests that vary in urgency. For example, a customer might submit several feature requests and bug reports at the same time. This is where Big Picture comes into play to present the requests in a structured way:
- Categorization by task type: Tasks can be divided into categories such as "feature" or "bug" so that the urgency of each type can be quickly identified.
- Visual sorting by priority: The display allows tasks to be arranged from left to right. Tasks on the left have a higher priority than those further to the right. This makes communication easier, as the customer can immediately see which tasks are in the foreground and make adjustments if necessary.
An example: A customer decides in a meeting that a certain feature has the highest priority for them, while a bug report is less urgent. The person in charge can immediately adjust this in the Big Picture and set the order so that the most important tasks are clearly highlighted. This creates a clear shared view of priorities and the customer feels actively involved in the planning.
2. substitution in case of absence
In a company's day-to-day operations, it often happens that an employee is unexpectedly absent, whether due to illness or vacation. If a colleague or supervisor has to take over customer support, it would be tedious and time-consuming to go through each ticket individually. The Big Picture offers a decisive advantage here:
- Overview in a matter of seconds: the person taking over can immediately see which tasks are particularly important and which are less urgent.
- Fast flow of information: Big Picture shows the current priorities and status of tasks in a compact form. This enables the representative to respond quickly to customer inquiries and provide well-founded information.
Summary: The purpose of Big Picture
Big Picture is a powerful planning tool that fulfills several central tasks:
- It creates a clear priority structure for single and multiple customer projects.
- It supports efficient communication with customers and the coordination of the most urgent tasks.
- It makes it possible to maintain an overview and prioritize tasks quickly, even in cases of absence.
- It helps the team to make optimum use of the available capacities and to organize the volume of work sensibly.
Overall, the Big Picture offers an intuitive, visual aid for prioritizing and planning projects, which is of great benefit to clerks, customers and the entire organization.