Task Management - Project Management Software

An accounting company found itself grappling with the challenges of project planning and task management. The manual processes tracking that they used based on folders and file locations assigned to people was not only time-consuming but also prone to errors, causing valuable tasks to fall through the cracks. It also made oversight a very tedious process.

They sought us to implement an off-the-shelf task management system that could streamline their project planning,task assignment and oversight processes.

We began with a comprehensive analysis of their project planning and task management practices. They identified the bottlenecks and areas where a task management system could bring about a significant improvement.

Implementai.pro recommended a market-leading task management system known for its robust project planning module and generous freemium priciong scheme. The software was equipped with advanced features like automated task tracking, follow-up reminders, time tracking and detailed analytics. It was designed to ensure that no task, no matter how small, would fall through the cracks. The software was also set up to repopulate repetitive tasks automatically each month. We also coordinated it with the companies vacation schedule so that managers did not assign tasks to resources that were not available.

In addition to the implementation, Implementai.pro also took on the responsibility of writing comprehensive manuals for the new system. These Manuals were done in two versions one for "Admins" or "Team Managers" and another version for "Users/Employees". This way the complex issues associated with team management did not dilute the specifics on how to track each workers tasks. These manuals served as a valuable resource for the employees, preserving their knowledge on how the task is best done according to the accounting standard.

The implementation phase was a resounding success. The company witnessed a significant boost in project planning and task management, thanks to the automated features of the task management system. The chaos of information management was replaced by a well-structured, efficient system where every piece of information was accounted for. Their system that was used thus far that was based on folder locations was integrated via links into the new task tracking app which helped bridge the gap for senior employees that were used to "how things were done in the past". All new tasks referenced the appropriate location where the deliverables were to be saved. Ths streamlined oversight extensively and also for the first time showed all the tasks of the company in one place for senior management to instantly spot inefficiencies.

The senior management was thrilled with the results. The increase in project planning efficiency and the efficiency of task management led to a surge in productivity and profitability. The company was now able to focus more on their core business activities, knowing that their tasks and information were well-managed. The staff had to start time tracking and had one source of truth where all senior members of the company could track and assign them tasks. The first part required a lot of training and oversight to be used effectiveley. The second part was very appreciated as it helped employees avoid being asked by different senior staff to perform tasks at the same time.

This success story is a testament to our commitment to delivering effective technology solutions that drive operational improvement.