Streamline your project management to save time and keep clients happy (or how to be a frog)

简化项目管理,节省时间,客户满意(或者如何成为青蛙)

2021-01-27 02:50 Smartcat

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Project management. Not the sexiest of concepts. Bulky filing cabinets, the clickety-clacks of typewriters, and heavy smoking in timber-clad offices is the imagery that comes to mind (Mad Men, anyone?).Okay, I'm exaggerating a little. Things aren't quite like that in the workplace anymore — no more typewriters, no more paper-based filing systems, no more noisy fax machines. It's all smart phones, emails, and "the cloud" today.But how much has project management itself advanced in the last few decades? Apart from saving on paper and working on smaller tech gear, how much better are our project-management scenarios now?When we scratch beneath the surface and look at the productivity and efficiency — not just the shiny new office equipment — of most localization businesses and departments today, we might find things haven’t progressed as much as we'd hoped.Are you a boiling LSP?Remember the “boiling frog” story? (Party poopers: I know... it turns out the frog wouldn’t just sit there as the water temperature increases, but bear with me for the sake of the analogy). If you don't know the story, catch up on it before continuing.So, following the logic of the fable, unless you’ve just launched your translation business and have already adopted the continuous localization setup (i.e. unless you’re a frog that has just been dropped into a pot of boiling water and you have immediately jumped out of it), you’re likely still using the traditional localization approach that you've always used (i.e. you’re a frog in a pot, you've been there for a while, and everything is fine and dandy).With the traditional localization setup, projects can take anything from a few days to several weeks, and clients typically send translation requests via email — which inevitably sets off a thread of replies with briefs, questions, files, contracts, and any other necessary documents and exchanges.The truth is, there’s nothing wrong with this approach (i.e. being a frog in a pot). It will work just fine if you have a small clientele and they are fairly relaxed about how much time you need to get the content translated and sent back to them (i.e. you’re a frog in a pot and the water is nice and cool). Unfortunately, this type of client is becoming something of a rarity in today’s get-this-content-out-right-now world (i.e. the water in the pot is not as cool and refreshing anymore). Most likely, you’re struggling to appease your clients' eagerness to have content translated as quickly as possible (which usually means as fast as it was written in the first place). The water is getting hot, perhaps even starting to boil. You’re still in the pot.Take the leapSorry to get dramatic with the analogy but you get the (boiling) point. Basically, the marketplace has changed pace (the water has increased in temperature) and the traditional approach (being a frog in a pot) is no longer an effective way to handle localization projects (no longer safe).If you’re shaking your head — “Is there no respect for the translation profession anymore?!” — let me reassure you that this isn’t about conceding to every customer demand. No, some requests are totally unrealistic and I’m sure you’ve got plenty of stories to share.This is about streamlining your project management to remove unnecessary parts, reduce wasted time (e.g. emails sitting in inboxes for days), and automate repetitive tasks so that you can meet your clients’ needs while ensuring you can still provide your linguists with the precious time they need to produce good translations. Because if you compromise on quality, what’s the point? You’d lose clients in the long run.So, back to the boiling frog. It’s time to take the leap and get out of the pot before the water reaches boiling point. Or, as it applies to you: you need to speed up and rework your project management processes to ensure you can continue to attract and retain customers in a lightning-speed content-focused world.But how? Let’s break it down — from translation request to delivery and payment — to see how you can lighten the load and speed things up.Step 1: Taking translation requestsTaking translation orders is more labor-intensive than people might think. You’ve got to see what the requestor is asking for, evaluate if you can take on the job, project the costs, and send back a comprehensive quote with a time frame. It could mean having to download files, make documents editable, calculate word counts, and ask for additional information. That’s a lot of groundwork for what may or may not become a paid project, so cost and time efficiency is key.How do customers send you translation requests? Email? Through a business communication platform like Slack? Messenger? Email is most people’s tool of choice, but it’s easy to end up using several channels and spend a lot longer than necessary before you’ve even started on the project. And even if you’re just using email, how efficient is it really? Let me put it this way: on average, how much time do you spend on your overflowing inbox every day?Problem: You’re spending too much time taking and responding to translation requests.Solution? ? Set up a dedicated portal where clients can easily submit translation requests.With everything centralized in one place, you’ll save time and have fewer communication troubles. Plus, if the portal is connected to a comprehensive translation platform — with a translation management system (TMS) and a CAT tool — you can have word counts, costs, and pricing all calculated automatically to make quoting even easier.Step 2: Setting up the projectOnce an order is confirmed, you (or your project manager) have to get the project set up and ready for translation. This includes reviewing all the files and instructions, setting up working files, and setting internal deadlines for each stage of the translation process.This can be quite laborious and repetitive, especially if your client sends you requests in small chunks of text on a frequent basis, i.e. little and often, which is becoming the industry standard in content production workflows.Problem: You’re spending too much time manually setting up projects.Solution? ? Find a CAT tool that allows you to easily configure and reuse project and client-specific settings.As well as making things easier for the project manager, being able to set up translation memories and glossaries ensures your client’s brand and voice are consistent across files and projects.Step 3: Finding and onboarding translatorsIt’s time to find translators for the project, which involves researching and evaluating linguists’ availability, experience, expertise, and rates, among other factors.Many project managers say that this is the hardest part. You may have a perfect candidate in mind, but once you contact them, you may find they are not available when you need them, they may not have the exact skill set required, or their rates may have changed considerably. There’s a lot of time and energy involved in the translator-finding and onboarding process. So much so that many translation companies have dedicated vendor managers, as well as project managers to handle this part.Once you’ve found the right people, you have to brief them, send them files, assign them the tasks, and answer any questions. If you’re following a traditional approach, there will be many emails going back and forth, which not only takes up your project management time, but eats into the translators’ time that should be spent on doing the actual translations.Problem: You’re spending too much time looking for and onboarding translators.Solution? ? Find a strong translation vendor marketplace that easily connects to your TMS and CAT tool.Using the same platform to source translators and get the translations done saves everyone a lot of time. It also helps with consistency and encourages long-term collaborations with the translators who use the marketplace and translation platform regularly. In fact, even if you have your own in-house translators, it’s worth having everyone on the same platform and working together in sync.Step 4: Managing translationsAs customers become increasingly concerned with speed, it’s likely that they’ll want to check in regularly to see how work is progressing. If you’re following a traditional approach, translators may be using different translation tools, which means there’s no quick and easy way for the project manager to see how everyone is doing and how work is progressing. They have to contact the translators to find out, and then get back to the client to let them know. More emails back and forth.Not only is this time-consuming for everyone, but it also makes it difficult for the project manager to keep track of progress and performance.Problem: You’re spending too much time checking progress and keeping clients informed.Solution? ? Use a transparent CAT tool that allows clients and project managers to see work in progress.By using a platform that allows authorized users to see translations being done in real-time, the project manager is freed from having to check in with the translators and constantly update the client. They can also easily catch and fix any issues early on and make sure that translators are on course to meeting their deadlines.Step 5: Delivering translationsTranslation businesses following the traditional route usually send the translations to the customer in an attachment via email. This means the project manager will have previously had to collect all the translated files from all the translators working on the project, put them back together, and make sure everything is correct before sending to the client.If the translations are for online content (which is often the case), the client will then have to upload them onto their content management system (CMS), e.g. WordPress, and make sure that everything is in context and makes sense. This involves several steps, which take time and allow for human error, especially if they don’t speak the translated language themselves.Problem: You’re spending too much time delivering translations (or making your clients spend extra time publishing translations online unnecessarily).Solution? ? Use a translation platform that imports translations directly to your clients’ CMSs and set up a dedicated portal where they can easily download translations.In other words, adapt to your clients’ needs. If a client wants translations directly imported into their CMS, use a translation platform that easily integrates with their CMS so that translations are imported there directly. If a client wants the translation files, have a dedicated portal on your website that automatically notifies them when the translations are complete and ready for download.Either way, with a comprehensive translation platform (a TMS plus a CAT tool) the translated files are put back together automatically. The project manager saves time and the client gets the translations quickly and easily.Step 6: Making and receiving paymentsPayments are not technically part of project management, but the project manager is usually involved or has to at least make sure freelancers get paid correctly and on time.Unless you have an automated payment setup, someone has to work out all the payables, set up each freelancer’s payment method, check each country’s tax regulations, and make sure freelancers are paid the right amounts.Equally, you have to invoice and get paid by your client, which involves a lot of the same issues as paying your vendors. This all takes up time and energy.Problem: You’re spending too much time on billing and payments.Solution? ? Set up a payment system that allows you to pay all suppliers in one go and makes it easy for your clients to pay you.A comprehensive payment system that’s integrated into your translation platform will automate the calculation of invoicing amounts and allow you to make payments to all translators in one go — you pay once and all vendors automatically get paid their amounts.The invoicing and payment system should also have the tax information for all countries built-in to save you the bother of having to figure that all out internally.Little things add upSo, are you still doing things the frog-in-the-pot way? As you can see, there’s nothing wrong with this “tried and tested” approach — as long as it’s working for you and your customers, i.e. as long as you’re monitoring the temperature of the water. Are you?Are you aware of how much time you’re spending on extra little things when planning, organizing, and managing at every stage of the localization process? It all adds up. But we rarely acknowledge or make a record of these “small” inefficiencies. Or we think they are unavoidable parts of the process and just get on with it.Some may be unavoidable, sure, but others you can cut out entirely or spend a lot less time and energy on. But this means making a change.It’s easy to just stay put where we are. Just like the frog in a pot. But the world around us keeps on moving, even if we don’t.The solution is out thereIf you want to cut project management time and costs, and keep your clients happy, it’s time to mix things up. Make the necessary changes so that it’s a lot easier for your clients to submit translation requests, receive quotes, upload files, receive translations, communicate with you, and pay you. Setting up a dedicated space for this is win-win. Not only will it improve the customer experience, it will also streamline your whole project management workflow to save you a lot of time.But there’s a caveat — the setup has to be simple enough for your clients to use! If you’re making them take too many steps, they won’t even bother. So you need to offer them a solution that is: a) proven to work better than what they are currently using, and b) easy to use — massive learning curves are a no-no!You can set up a system yourself if you’re tech-savvy and have time on your hands. Or, you can choose a purpose-built solution that’s ready to go.The Smartcat team has been thinking long and hard about improving both efficiency and convenience, and the result is: a) a better translation platform and b) a Client Portal.Smartcat’s Client Portal is a “plug and play” solution that provides translation businesses with a convenient space — usually on their website — for their clients to easily create requests, receive quotes, upload files, download translations, view project progress, and make payments. The beauty of it is that each click instantly sets the next part of the project in motion. The result is that a lot of the “dead” time (when nothing happens) is eliminated and the project manager is freed up from the tedious, repetitive tasks.So, ready to jump out of the boiling water and make things easier for your project manager, your translation business, and your clients? See what it’s like outside the pot.? Take the leap and try Smartcat ?
项目管理。这不是最性感的概念。笨重的文件柜、打字机的咔嗒声、木质办公室里的浓烟是脑海中浮现的画面(《广告狂人》,有人知道吗?)好吧,我有点夸张了。现在的工作场所已经不是这样了——不再有打字机,不再有基于纸张的文件归档系统,不再有嘈杂的传真机。如今,智能手机、电子邮件和“云”成为了主流。但在过去几十年里,项目管理本身进步了多少呢?除了节省纸张和工作在更小的技术装备,我们的项目是多么的好。如果你有一个小客户,他们对你需要多少时间来翻译内容并发回给他们是相当放松的,这将是很好的工作(例如,你是一只青蛙在锅里,水很好和凉爽)。不幸的是,这种类型的客户端在今天的“马上把内容拿出来”的世界中变得非常罕见(例如,壶里的水不再那么清凉和清爽了)。最有可能的是,你正在努力满足你的客户对尽快翻译内容的渴望(这通常意味着尽快把它写好)。项目管理。这不是最性感的概念。笨重的文件柜、打字机的咔嗒声、木质办公室里的浓烟是脑海中浮现的画面(《广告狂人》,有人知道吗?)好吧,我有点夸张了。现在的工作场所已经不是这样了——不再有打字机,不再有基于纸张的文件归档系统,不再有嘈杂的传真机。如今,智能手机、电子邮件和“云”成为了主流。但在过去几十年里,项目管理本身进步了多少呢?除了节省纸张和在较小的技术设备上工作,我们现在的项目管理场景有多好?当我们透过表面,审视当今大多数本地化企业和部门的生产率和效率——不仅仅是闪亮的新办公设备——时,我们可能会发现,事情并没有像我们希望的那样取得进展。你是一个沸腾的LSP吗?还记得“沸腾的青蛙”的故事吗?(扫兴者:我知道……事实证明,当水温升高时,青蛙不会只是坐在那里,但请允许我做个类比)。如果你不知道这个故事,在继续之前先了解一下。寓言的逻辑后,除非你刚刚推出了你的翻译业务,已经采用了连续定位设置(除非你是一只青蛙,刚刚被扔进一锅沸腾的水,立即跳了出来),你可能仍然使用传统的定位方法,你一直使用(即你在一锅一只青蛙,你已经有一段时间,和一切都很好)。在传统的本地化设置下,项目可能需要几天到几周的时间,客户通常通过电子邮件发送翻译请求——这不可避免地会引发一系列的回复,包括简报、问题、文件、合同和任何其他必要的文件和交流。事实是,这种方法并没有错(例如,就像一只锅里的青蛙)。如果你有一个小客户,他们对你需要多少时间来翻译内容并发回给他们是相当放松的,这将是很好的工作(例如,你是一只青蛙在锅里,水很好和凉爽)。不幸的是,这种类型的客户端在今天的“马上把内容拿出来”的世界中变得非常罕见(例如,壶里的水不再那么清凉和清爽了)。最有可能的是,你正在努力满足你的客户对尽快翻译内容的渴望(这通常意味着尽快把它写好)。水开始变热,甚至可能开始沸腾。你还在锅里。跳吧。对不起,用这个类比有点夸张,但你得到了(沸点)。基本上,市场已经改变了节奏(水的温度升高了),传统的方法(在锅里青蛙)不再是处理本地化项目的有效方法(不再安全)。如果你摇着头说:“难道翻译行业就没有尊重了吗?!”——让我向你保证,这并不是要你满足所有客户的需求。不,有些请求是完全不现实的,我相信你有很多故事要分享。这是关于精简你的项目管理去除不必要的部分,减少浪费的时间(如坐在收件箱的邮件几天),并使重复的任务自动化,这样您就可以满足你的客户的需求同时确保你仍然可以为你的语言学家提供宝贵的时间他们需要产生好的翻译。因为如果你在质量上妥协,那还有什么意义呢?(从长远来看,你会失去客户。)那么,回到沸腾的青蛙。是时候在水达到沸点之前跳出锅了。或者,正如它适用于你:你需要加快和重做你的项目管理过程,以确保你可以继续吸引和保留客户在一个闪电般的速度,以内容为中心的世界。但如何?让我们将其分解——从翻译请求到交付和付款——看看如何减轻负载并加快速度。第一步:接受翻译请求翻译订单比人们想象的要费力得多。你必须了解请求者的要求,评估你是否能承担这项工作,估算成本,并发回一个包含时间框架的综合报价。这可能意味着必须下载文件,使文档可编辑,计算字数,并要求额外的信息。这是一个可能成为或不可能成为付费项目的基础,所以成本和时间效率是关键。客户如何向你发送翻译请求?电子邮件?通过像Slack这样的商业交流平台?信使吗?电子邮件是大多数人的首选工具,但在你开始项目之前,你很容易就会使用多个渠道并花费大量时间。即使你只是使用电子邮件,它的效率到底有多高?让我这么说吧:平均而言,你每天花多少时间在你满是垃圾的收件箱上?问题:你花了太多时间来处理和回应翻译请求。吗?建立一个专用门户,客户可以在其中轻松提交翻译请求。所有的事情都集中在一个地方,您将节省时间和更少的通信故障处理。此外,如果该门户连接到一个综合性的翻译平台——通过一个翻译管理系统(TMS)和一个CAT工具——您可以自动计算字数、成本和定价,从而使报价更加容易。步骤2:设置项目一旦订单确认,您(或您的项目经理)必须设置项目,并为翻译做好准备。这包括审查所有的文件和说明,建立工作文件,并为翻译过程的每个阶段设定内部的最后期限。这可能是非常费力和重复的,特别是当你的客户频繁地以小块的文本发送请求时,即很少和经常,这已经成为内容制作工作流程的行业标准。问题:你花了太多时间手工设置项目。如何解决?吗?找到一个CAT工具,它允许您轻松地配置和重用项目和客户特定的设置。除了使项目经理的事情更容易,能够建立翻译记忆和词汇表,确保您的客户的品牌和声音是一致的文件和项目。第三步:寻找翻译人员现在是为这个项目寻找翻译人员的时候了,这涉及到研究和评估语言学家的可用性、经验、专业技能和翻译率等因素。许多项目经理说这是最困难的部分。你心中可能有一个完美的候选人,但一旦你联系他们,你可能会发现当你需要他们的时候,他们是无法联系上的,他们可能不具备所需的确切技能,或者他们的价格可能已经发生了很大的变化。在寻找翻译和入职过程中需要投入大量的时间和精力。因此,许多翻译公司都有专门的供应商经理和项目经理来处理这一部分。一旦你找到了合适的人,你必须给他们做简报,给他们发文件,给他们分配任务,回答任何问题。如果您采用的是传统方法,那么将会有许多邮件来回往返,这不仅占用了项目管理的时间,还会消耗翻译人员本应用于实际翻译的时间。问题:你花了太多时间寻找和培训翻译人员。解决方案吗?找到一个强大的翻译供应商市场,方便地连接到您的TMS和CAT工具。使用相同的平台为翻译人员提供资源并完成翻译工作为每个人节省了大量时间。它还有助于保持一致性,并鼓励与经常使用市场和翻译平台的译者进行长期合作。事实上,即使你有自己的内部翻译人员,让所有人在同一个平台上同步工作也是值得的。第四步:管理翻译随着客户越来越关注速度,他们很可能希望定期检查工作进展情况。如果您采用的是传统方法,那么翻译人员可能会使用不同的翻译工具,这意味着项目经理无法快速简便地了解每个人的工作情况和工作进展情况。他们必须与译者联系找出答案,然后再回到客户那里让他们知道。更多的邮件往来。这不仅对每个人来说都是耗时的,而且也使项目经理很难跟踪进度和性能。问题:你花了太多时间检查进度和通知客户。解决方案?吗?使用透明的CAT工具,允许客户端和项目经理查看正在进行的工作。通过使用一个允许授权用户实时查看翻译过程的平台,项目经理就不必再这样做了。他们还可以很容易地在早期发现和修复任何问题,并确保翻译人员能够在截止日期前完成工作。步骤5:交付译文遵循传统路线的翻译企业通常通过电子邮件将译文以附件的形式发送给客户。这意味着项目经理之前必须收集项目中所有翻译人员的所有翻译文件,将它们重新组合在一起,并在发送给客户前确保所有内容都是正确的。如果翻译的是在线内容(这是经常发生的情况),客户端将不得不上传到他们的内容管理系统(CMS),例如WordPress,并确保一切都是在上下文和有意义的。这涉及到几个步骤,需要时间,并允许人为错误,特别是如果他们自己不会说翻译语言。问题:你在翻译上花了太多的时间(或者让你的客户花更多的时间在网上发布不必要的翻译)。吗?使用翻译平台,将翻译直接导入客户的cms,并设置专门的门户,在那里客户可以轻松下载翻译。换句话说,就是要适应客户的需求。如果客户想要将译文直接导入他们的CMS,可以使用一个翻译平台,它可以轻松地与CMS集成,这样翻译就可以直接导入到CMS中。如果客户需要翻译文件,请在您的网站上设置专门的门户,在翻译完成并准备下载时自动通知客户。无论采用哪种方式,通过一个全面的翻译平台(TMS加上CAT工具),翻译后的文件会自动重新组合在一起。项目经理可以节省时间,客户也可以快速轻松地得到翻译。第六步:支付和接收款项从技术上讲,支付并不是项目管理的一部分,但项目经理通常会参与其中,或者至少要确保自由职业者能正确、及时地获得报酬。除非你有一个自动支付系统,否则就必须有人来计算出所有的应付款,设置每个自由职业者的支付方式,检查每个国家的税收规定,并确保自由职业者得到了正确的金额。同样地,你必须开具发票并由客户支付,这涉及到许多与支付给供应商相同的问题。这一切都需要时间和精力。问题:你在账单和付款上花了太多的时间。吗?建立一个支付系统,允许你一次性支付所有供应商,让你的客户更容易支付给你。一个集成到你的翻译平台的综合支付系统将自动计算发票金额,并允许你一次性支付给所有翻译人员——你支付一次,所有供应商自动获得他们的金额。发票和支付系统也应该内置所有国家的税收信息,以节省您不得不在内部搞清楚所有的麻烦。积少成多那么,你还在用锅里的青蛙的方式做事吗?正如你所看到的,这种“经过验证的”方法并没有错——只要它对你和你的客户有效,也就是说,只要你在监测水温。是吗?您是否意识到,在本地化过程的每个阶段的计划、组织和管理时,您在额外的小事上花费了多少时间?这一切都加起来了。但我们很少承认或记录这些“小”的低效率。或者我们认为它们是这个过程中不可避免的一部分,然后继续下去。当然,有些可能是不可避免的,但有些你可以完全删除或花更少的时间和精力在上面。但这意味着要做出改变。呆在原地很容易。就像锅里的青蛙。但我们周围的世界一直在移动,即使我们没有。解决方案就在那里如果你想减少项目管理时间和成本,并让你的客户满意,那么是时候混合一些东西了。做出必要的改变,这样你的客户提交翻译请求、接收报价、上传文件、接收翻译、与你沟通和支付你的费用都会更容易。为此设立一个专门的空间是双赢的。它不仅会改善客户体验,还会简化整个项目管理工作流程,为您节省大量时间。但是有一个警告-设置必须足够简单,以便您的客户端使用!如果你让他们采取太多步骤,他们甚至都不会介意。所以你需要提供给他们一个解决方案:a)被证明比他们目前使用的更好,b)易于使用-大量的学习曲线是不可以的!如果你精通技术,又有时间的话,你可以自己建立一个系统。或者,您可以选择一个专用的解决方案。Smartcat团队一直在考虑如何提高效率和便利性,结果是:a)一个更好的翻译平台,b)一个客户端门户。Smartcat的客户端门户是一个“即插即用”的解决方案,为翻译企业提供了一个方便的空间——通常是在他们的网站上——让他们的客户可以轻松创建请求、接收报价、上传文件、下载翻译、查看项目进度和支付。它的美妙之处在于,每次点击都会立即启动项目的下一部分。其结果是,大量的“死”时间(什么都没有发生的时候)被消除了,项目经理从乏味的、重复的任务中解放出来。那么,准备好跳出沸水,为您的项目经理、您的翻译业务和您的客户简化事情了吗?看看锅外是什么样子?尝试一下Smartcat吧?

以上中文文本为机器翻译,存在不同程度偏差和错误,请理解并参考英文原文阅读。

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