Business OS for Architects

Notion Template for Architects and Interior Designers: Business Operating System (OS)
Overview:
Maximize your efficiency and organization with our Notion Business OS, specifically designed for architects, interior designers, contractors, engineers, and other AEC professionals. With over six years of daily use and continuous refinement in our own design business, this comprehensive solution integrates seamlessly with your existing workflows to streamline every aspect of your operations. From managing contacts and projects to tracking issues and documenting meetings, our Notion template ensures you have all the information you need at your fingertips, customizable to fit your unique needs.
Purpose:
The Notion Business OS is designed to streamline your business operations, enhance organization, and improve efficiency. It serves as a comprehensive solution for managing contacts, projects, tasks, meetings, and company documentation.
Overview Video:
Benefits:
Enhanced Organization: Keep all your information in one place for easy access.
Increased Efficiency: Streamline your workflow with integrated project management and task tracking.
Improved Communication: Track conversations and feedback to ensure nothing gets missed.
Customization: Tailor the template to your specific needs and integrate with other tools.
Continuous Improvement: Benefit from regular updates and improvements based on real-world use.
Key Features:
People (CRM):
Comprehensive Contact Management: Manage clients, contractors, consultants, and other AEC professionals.
Detailed Tracking: Keep track of new leads, project values, conversation notes, preferred names, contact methods, and client preferences.
Customizable Fields: Tailor fields to suit your specific needs, from assistant names to coffee preferences.
Seamless Integration: Easily integrate with other tools and platforms, such as WordPress contact forms via Zapier.
Projects:
Project Management: Track project status, scope, deadlines, and other variables.
Task Assignment: Assign tasks and monitor progress.
Data Integration: Link projects with tasks, meeting notes, and contacts for easy cross-referencing.
Track Project Variables: Monitor zoning type, legal description, project address, assigned team members, permit numbers, fee amounts, fee types, and project types.
Issue Tracker:
Process and Communication Improvements: Identify and address issues in processes and communication.
Software Tracking: Monitor issues in Revit, ArchiCAD, SketchUp, AutoCAD, etc.
Feedback Management: Track permit comments, contractor feedback, drawing errors, and other areas for improvement.
Solution Implementation: Discuss and implement solutions during company meetings.
Meeting Notes:
Comprehensive Documentation: Document team meetings, client meetings, and other important discussions.
Action Items: Track decisions and assign follow-up tasks.
Voice Memo Integration: Transcribe audio recordings from site visits or Zoom/Teams meetings and convert them into meeting minutes.
Company Manual:
Standard Operating Procedures (SOP): Maintain a clear and accessible record of your SOPs.
Company Policies: Document company policies and guidelines.
Guides and Checklists: Include placeholders for various guides, company standards, general checklists, design guides, and design checklists.
Tasks:
Task Management: Stay on top of tasks and deadlines.
Prioritization and Tracking: Prioritize tasks and monitor their completion.
Dashboards:
Personal Dashboard:
Customizable Views: Automatically customizes based on the team member viewing it.
Quick Access: Provides quick links to essential resources.
Team Dashboard:
Manager Overview: Allows managers to review tasks and understand what is being worked on.
Progress Tracking: Monitor team progress and project status.
Quick Actions:
Efficient Navigation: Quickly create new tasks, projects, clients, resources, meetings, Revit fixes (issue tracker), and general problems (issue tracker).
Integrated Navigation:
Easy navigation with buttons for quick item creation.
Why Choose Our Template:
Proven Track Record: We've been using and refining this template in our own design business for over six years.
Comprehensive Solution: It covers all aspects of business operations, from contact management to project tracking and beyond.
Customization and Integration: Fully customizable to meet your specific needs and integrates easily with other tools.
Regular Updates: Continuous improvements and updates based on daily use in our own company.
User-Friendly: Designed for ease of use and quick adoption by your team.