How Protrak Boosted Efficiency for a Leading Security ISV

Challenges

• Lack of standardization in devising project plans, estimating efforts and maintaining comprehensive documentation consistently across projects..
• As a consultant might be working on 10-15 projects at a time, with an average duration of 2 months/project, resource leveling was difficult leading to imbalance in workload for consultants.
• The implementation team struggled to maintain a centralized repository for all technical information on SharePoint.

Solution

• Protrak was selected to implement the project planning and tracking software after evaluation of multiple similar software
• The project task templates were standardized for different types of implementations and data model was created to allow 360 degree project visibility to consultants.
• Integration was done with Salesforce to synchronize customer and project data.
• Protrak worksheet widget was used extensively for familiar spreadsheet-like UX for consultants.
• Detailed reports were developed for managers to track project and consultant performance.
• Document export helped in sharing status with customers.
• First version out within 2 months with ~600 projects' data migrated.

Protrak grants us the visibility to closely monitor project timelines and resource distribution. The effortless and rapid accessibility to project data has significantly enhanced our efficiency.

- Lead Implementation Consultant