Case study for a professional dog trainer
Mo is a professional dog trainer. She runs her business from home. While Mo spends most of her time out on the fields, she does need a good filing and records process to track the extended list of clients over the years.
Mo neither has the expertise to build a database nor the time to learn from ground level. She thus engaged a contract project manager to set up the records for her and pick up the update process as she goes along.
The reason for her doing this is understandable. Mo knows that her focus should be on her business of dog training. Having said that, she knows that the success of her home business is very much depending upon her ability to service the clients, and the development progress of the dogs.
Under guidance, Mo uses the Contact Management tool to keep track of her client details. Separately, she created record of each dog under her training and stored those records in word format documents. The only difference from the past is that now she stores them online. Frankly, that has given an unexpected advantage to Mo because she could make reference to the record while she visited her clients. Often, she needs to view different records for dog behaviours comparison and diagnosis. She discovered it after using Ajax Workspace!
Mo also used Ajax Workspace Expense Management tool to track her travelling expenses. Initially, she thought this is just one of the extra work she has to do. Later she realized that the tracking has effectively cut down 90% of her time during tax reporting because all she needs now is to compile the monthly figures and submit in the tax filing. It's that much easier.
Another fantastic feature that Mo found to be useful is Event Calendar. For the 5 annual dogs shows and competitions that she involved in, Mo could now schedule them with great details. She then communicates with her clients who wish to participate and sign up for the competitions efficiently. The time management is great, there is no last minute gate crashing. Clients are very impressive on her ability to handle multi-tasks in such a flair and confidence.
The Result
Obviously Mo is impressed too: business is improving and she only pays for she uses in Ajax Workspace, that's a bargain.
