For Your Team

A clear plan for employees. A clear view for managers.

DataSync is built for both sides of the work. Employees know what to do next. Managers know it’s getting done. The company gets a more consistent way to execute.

For employees

Know what to do next.

A plan you can follow without chasing anyone for it.

  • Know what to work on next.Your own view of what’s due today, overdue, at risk, and coming up.
  • Understand the deadline and the deliverable.Each item shows its due date, priority and what “done” looks like.
  • Find instructions with the work.Reference files and notes are attached to the assignment, not buried in email.
  • Raise a blocker without losing the context.Say what’s missing and who can clear it, right on the item.
  • Submit work and see what to change.Submit a version, then see approval or a clear revision note.

For managers

Know it’s getting done.

Visibility and a way to move work forward, without the status chase.

  • See ownership and progress.Who owns each item and where it stands, at a glance.
  • Spot problems early.Unassigned, overdue, blocked and waiting work is surfaced, with reasons.
  • Review submitted work in context.The version, its files and its history are in one place.
  • Return clear revisions.Send work back with a written note tied to the version you reviewed.
  • Coordinate priorities and workload.See each person’s load; reassign or change deadlines and priority.
  • Follow the history.Assignments, changes and decisions are recorded—no reconstructing from messages.

For the company

A more consistent way to execute.

Less time chasing updates

Status lives with the work, so fewer check-ins are needed to find it.

Earlier visibility into blockers

Problems are raised when they happen, with what’s needed to clear them.

More consistent follow-through

Make ownership, deadlines and the definition of done part of the workflow.

Where it fits

One work cycle. Many kinds of teams.

These are ways teams use the same DataSync workflow—not separate products.

Remote teams

Clear handoffs across locations.

When people rarely share a room, ownership, deadlines and handoffs have to be explicit. DataSync makes them so.

Fictional exampleDesign drafts in Denver are reviewed by a manager in Atlanta—same item, same version, same notes.

Hybrid teams

Shared visibility, office or home.

Whoever is in the office that day, everyone works from the same plan and the same status.

Fictional exampleA Tuesday-in-office team sees the same week of planned work on Friday from home.

In-person teams

Consistent assignments and follow-through.

Replace whiteboards and verbal handoffs with assignments that have an owner, a deadline and a record.

Fictional exampleA site supervisor assigns the weekly safety walkthrough; completion and notes are recorded.

Recurring operations

Repeatable responsibilities with ownership.

Weekly reports, month-end checklists and routine reviews are defined once, then each period’s work has a named owner and due date.

Fictional example“Month-end vendor reconciliation” is created for Priya each month, due on the third business day.

Client delivery

Coordinate the internal work behind client work.

Organize assignments, internal reviews and approvals around each client, so what the client receives has been checked.

Fictional exampleA proposal draft is reviewed internally and returned once before the approved version goes out.

Also available

Prospect tracking

For teams that also manage new business: keep research, decisions and follow-ups connected to each prospect, then convert a qualified prospect into a client.

  • Research and qualification notes
  • An owner for each prospect
  • Follow-up dates and contact history
  • Prospect-to-client conversion

Show us how your team works today.

We’ll focus the demo on the handoffs and follow-ups that take the most chasing.

Request a demo