IT
Client Overview
- Client Type : Digital Marketing & IT Solutions Firm]
- Bitrix24 Account: Enterprise Plan (Cloud Instance)
- Industry: IT and Digital Marketing Services
- Employees Engaged with Bitrix24: Approximately 145
- Locations: India
Challenges
- Project Visibility and Tracking: Managing multiple website, app development, and digital marketing projects was challenging. Lack of real-time visibility into project status and team activities led to delays and unmet deadlines.
- Task Accountability: With multiple departments involved in every project, tracking individual responsibilities and task completion rates was difficult, leading to missed deliverables.
- Resource Allocation: Difficulty tracking and optimizing resource use across projects often resulted in underutilized or overburdened teams.
- Communication Gaps: Information silos between departments created gaps in communication, making it harder to keep all stakeholders updated on project progress and client requirements.
Implementation Process
Initial Focus: The Project Management and Development teams were prioritized to streamline task tracking, resource management, and cross-department communication.
Technical Challenges: Integrating existing project data into Bitrix24 required a phased data migration, ensuring no loss of historical data.
- Conducted training sessions focused on Bitrix24’s task, project, and communication tools to enhance user familiarity.
- Set up an internal Bitrix24 portal with resources, FAQs, and troubleshooting guides.
- Developed customized workflows and automated reminders, reducing manual tracking tasks and improving deadline adherence.
- Top Management Engagement: Top management actively monitored projects and team activity in real time through Bitrix24’s reporting tools, improving decision-making and fostering a proactive approach to resource allocation.
- Implementation Challenges:
- Complex Workflow Customization: Customizing workflows to match the unique needs of both digital marketing and IT projects required detailed planning. Our team worked closely with the client’s department heads to tailor workflows and task categories, ensuring streamlined processes for every project type.
- Adoption and Resistance: Some team members were initially reluctant to adopt new tracking methods; this was addressed through role-specific training and showcasing how Bitrix24’s features could simplify daily tasks
Client Experience
Most Used Features:
- Tasks & Projects: Provided comprehensive tracking of each project, from development to client approval, ensuring nothing was missed.
- Time Tracking: Allowed teams to track time on specific tasks, helping management optimize resource use and project timelines.
- Communication Tools: Chat, document sharing, and activity feed functionalities enabled streamlined communication across departments, reducing reliance on emails and external messaging apps.
- Examples of Functionality Use:
- Project Dashboard: Enabled project managers to assign tasks, set deadlines, and view project progress in one centralized dashboard, greatly reducing the time spent on status updates.
- Team Activity Tracking: Managers could monitor each team member’s activity and task completion rates, identifying bottlenecks and ensuring deadlines were met.
- Resource Allocation: Custom reports provided insights into team workloads, allowing the company to distribute tasks more evenly and optimize productivity.
Implementation Benefits
- Quantifiable Improvements:
- Project Completion Time: Improved by 30%, as real-time tracking and automated reminders kept tasks on schedule.
- Team Accountability: Increased by 40%, with visible task assignments and deadlines fostering responsibility and timely completion.
- Resource Optimization: Reduced project downtime by 25% as resource allocation was streamlined, ensuring teams were neither underutilized nor overburdened.
- Intangible Benefits:
- Improved team morale, as Bitrix24’s automation features removed the need for frequent check-ins, enabling team members to focus more on creative aspects.
- Strengthened inter-departmental collaboration, resulting in better communication and reduced project handover time.
Client Feedback
The client shared positive feedback, highlighting that Bitrix24’s task and project management features brought new visibility into their operations, enhanced collaboration, and helped meet client expectations more effectively. They particularly appreciated Corporate Intellect Solutions’ customization approach, ensuring Bitrix24 was tailored to suit their dual focus on IT solutions and digital marketing.
