Some famous philospher (Emerson, Therou) said, "beware of any enterprise that requires new clothes". Well, how about "beware of any enterprise that requires new software".
My job just changed quite significantly in that I've taken on a fairly substantial account management role in addition to my regular responsibilities. I'm enjoying it, but I'm grappling with it doing a decent job with the ongoing notetaking that needs to happen with each client engagement. They need to be fairly accessible to our whole office. Also, if I leave this job, the person who comes after me needs to have good records (if the person who had the job before me would have done this, my life would be just a bit eaier).
Probably the biggest thing I'm learning (which is something I've already known but is even more important now) the sooner I can process those phone/meeting notes after I get done with the convesation and write up my summary, the better.
I'm already used to putting projects/next actions/ticklers/waiting fors in my system for things I personally need to pay attention to, but I'm struggling with the best way to make information more accessible to others.
So, do I keep notes in our marketing database, just create a word document stored on our network and keep a log, rely on hard copies in a paper file, create a public folder for each company on Outlook and copy emails into it, invest in a account management software system, etc.
Which maybe outside the scope of GTD, but I thought I'd ask! Perhaps those of you with similar type jobs might have some ideas for me.