Main Challenges
As a growing SEO, SEM and interactive marketing agency, Vizion Interactive is often working on 30 or more simultaneous customer projects. At any given time, team leaders are actively managing several active projects while working on detailed proposals for new ones.
- Lack of centralized project information
- No way to standardize monthly processes and tasks
- Difficulty gathering intelligence on projects and resource allocation to help make better decisions to support company growth
Prior to implementing Project Insight, the Chief Operating Officer (COO) said, "Project management was a nightmare, management by email. It was chaos. We tried to use Basecamp, but it wasn't nearly sophisticated enough for our professional needs." Vizion Interactive's project leaders wanted a way to use templates to standardize their monthly processes, tasks and time, and to be able to roll those out for use with every new project. In addition, the COO said, "I needed a tool that would help me grow the company intelligently, so that I could break things out from a financial standpoint. That way, I could see how much money was being spent in a certain area and whether or not it was more cost-effective to buy a tool rather than to hire another team member. Our accounting system alone couldn't help us assess that."