How ThedaCare streamlined their process for managing projects and increased their user adoption exponentially.

Meet Thedacare

7000+ people
  • Lacked controls and templates, forcing project managers to improvise
  • Unable to capture information in a central repository for accurate budgeting, forecasting and resource utilization
  • Inability to communicate with the entire team

Main Challenges

"We had no consistent methods for managing projects, so each project was managed differently. Project Insight provides checkpoints to ensure we do everything the same way using data our previous system couldn't capture."
- Marketing Communications Planner

Why PI®

"We surveyed our project teams and asked how often they used our current software solution. We discovered that half the team members used the software 25% of the time. In addition, our cost analysis revealed we were wasting $5,000 a year paying for 50 licenses that a third of our team members never used." During the evaluation period the company set goals on how to improve the project management process, determined quality metrics and established a baseline of software requirements.
  • Met all the requirements established by the project team survey
  • Made it easier for everyone to use, which improved productivity
  • Stored everything—documents, budgets, videos, marketing materials—within each project
  • Generated customized reports


Project Insight's software streamlined Thedacare's processes. "It's been a great tool," said the Marketing Communications Planner. "The software's flexibility allows us to make changes and adjustments as well as customize the tool altogether. It's pretty awesome."
  • Centralized repository where everything related to a project is stored
  • Faster approvals and rapid project completion
  • A dashboard to track projects, budgets and resources in real time
  • Budgets for all closing projects, which are essential for accurate forecasting

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