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With Tracking and Procurement automation  you...

  • Improve team communication

  • Get access to our project and tracking templates 

  • Have a project roadmap

  • Develop effortless, targeted team communication

  • Develop one central hub for team and client updates

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Image by Jonathan Borba

Why tracking and procurement automation?

Tracking project items is the least favorite task for most of the designers we work with. With ever changing ETA's and the sheer quantity of products being tracked, it can be overwhelming. The added challenge of keeping your client updated on their project adds additional stress. We have automated the process to allow you or your team member to add updates in one central location while having the ability to distill the information however you need. We include our templates and training to get you started.

What's Included...

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  • Templates that take you from consultation to PO Close-out

  • Training on the Smartsheets system and how to customize templates to fit your business

  • Training on our procurement and tracking processes and templates.

  • Training on creating customized and integrateable dashboards, targeted reports, assignment and follow-up lists, summary reports and more!

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What you'll get:

The MDA team uses a program called Smartsheets to manage client tracking. The program contains many of the characteristics of the excel and Google Sheets that you are already familiar with but with WAY more functionality. After completing this program, you'll be able to hold item tracking communication in one central location, create reports updated in real-time, create dashboards that provide real-time updates to free your time and build confidence in your team and client relationships. 

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Let's Build Something Together

We're here to help you build a stonger Interior design business

Collaboration and creation are the passions that drive us forward at My Design Assistant. We love that so many designers not only trust us to manage so many aspects of their business, but seek our advice in doing so on their own as well. We can't wait to work with you!

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