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Features
See how our most popular features help your team work more effectively.
Portfolio Management
Manage your entire portfolio with real-time visibility into strategic objectives.
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Integrate with the tools you already use to unify your data in one powerful platform.
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Discover why more than 10,000 companies have switched to Project Insight.
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Solve your pain-points once and for all. Project Insight is the tool that finally fits!
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Intelligent Scheduling
Eliminate manual entry and automatically notify your team when schedules change.
Time Tracking
Track time across all projects so your team can easily submit their time from any device.
Capacity Planning
Effectively monitor and balance resource workloads across multiple projects.
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ESBG Success with Project Insight
How ESBG was able to stop over-commiting and under-committing to projects. With PI they had realistic real-time visibility into resource capacity and allocation.
Meet ESBG
Industry
Design Agency
Employees
< 25 people
Challenges
No centralized, company-wide view of project status
Difficulty managing resource allocation
Manually inputting data into QuickBooks for billing
Main Challenges
During ESBG Design's busy season (December-January), they run anywhere from seven to fifteen ongoing projects, some of which have many sub-projects. Due to a growing business, they had more work than they could manage by email/Outlook and had a difficult time finding a project management software solution with basic things in terms of project tasking, task tracking, tracking time against tasks, and resource allocation.
"With Project Insight I can fully leverage our capabilities. Before we were either under-committing or over-committing. Now we have a very clear picture of what our sweet spot is, and we can basically ride that sweet spot in terms of the project work that we're doing."
- Partner, Director of Strategic Accounts
Why PI
After a well-supported review process, ESBG determined that Project Insight had everything they were searching for. ESBG was looking for a project management solution that was a "mission control"-type centralized way to see all projects in a unified view. The project team also needed solutions that would:
Provide a centralized location for company-wide project oversight
Provide a central place for visibility into all projects, company-wide
Offer project templates to help standardize project initiation
Give the ability to create custom fields
Outcome
After implementing PI's software, ESBG Design has been highly productive and has a clearer picture of everything that's going when it comes to their projects. Multiple aspects of their business including oversight management and sales have seen a dramatic improvement in efficiency.
Centralized, company-wide view of projects
Fully integrated with QuickBooks leading to quicker billing
Enabled true resource allocation for all busy team members
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