Case

Progress report and increase in time delivery

Client: Assets management company (real estate, securities and investments)
Main goal: progress report and increase in time delivery


Introduction: Clint’s work processes were qualified well, but the problem was the planning the time recourse of employees. Understanding who doing what projects, the cost of consulting services for the client, assessing the ability to take more work turned into a complex system and manual calculations to excel.

Step 1. Reports modeling

  • Made identical types of Excel reports in management system
  • Created transparent visualization in Power BI tool
  • Integrated data transitions from reports to Power BI

Result: Required information in one place for all management levels

1/0

Step2. Relevant data installment

  • Built project skeleton based on reporting matrix
  • Finalized internal structure of tasks
  • Systemized dependencies based on the units and responsible people

Result: Daily basis tasks creating up to date information flow with automatic reports updating

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Step 3. Change management

  • Shown to leaders the win-win solution to using tasks on daily basis
  • Revealed task delays and projects shifts reasons
  • Created workload planning with accurate calculation the cost of future work
  • Trained people how to communicate directly through comments and statuses

Result: Unified control solution and employees personal tool in one system

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Step 4. Additional tuning

  • Set up custom fields and special calculations (cost of one hour, business trip, exchange rate, etc.)
  • Automated the transitions using request forms (stages created automatically)
  • Integrated approvement process from several systems in one task

Result: Turnover increase by 9% due to the speed of settlements.

1/0

Client problems:

  • Several tools and huge excel spreadsheet
  • No visibility on projects results and problems reasons
  • No understand of costs of future projects regarding the workload of desired employees

Results:

  • The number of overdue projects decreased by 2 times
  • Operations turnover increased by 9%
  • Easy transparent decision making reports

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We have successfully deployed a task and resource management system for more than 30 clients

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Case

Progress report and increase in time delivery

  • Client: Assets management company (real estate, securities and investments)
  • Main goal: progress report and increase in time delivery

Results:

  • The number of overdue projects decreased by 2 times
  • Operations turnover increased by 9%
  • Easy transparent decision making reports

 

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