Kontaktujte nás Zvýšení efektivity a transparentnosti: Jak jsme v Anodius změnili řízení projektů pomocí Proxiuss Project+
Managing projects effectively is crucial for success in the fast-paced world of professional services and consulting. Our team faced a critical challenge. We needed a precise time-tracking app tailored for our SAP and Salesforce consultants, but the search for the right fit proved challenging. We wanted features like a resource planner with clear rates per consultant and automated generation of acceptance protocols, yet we couldn’t find a solution.
Undeterred, we decided to create our own project management software, starting with a basic version to fit our needs. But as we went into development, we realized our app had immense potential in the wider market. So, we expanded its scope, making it robust and enhancing its project management features to ensure it’s incredibly versatile.
Srdce projektového řízení
Project management is all about planning, doing, and overseeing projects in a smart and effective way. It involves using what we know, our skills, the right tools, and clever techniques to meet project requirements while handling limitations like time, cost, quality, scope, and stakeholder expectations.
Mezi základní části projektového řízení patří:
1. Budget Control
Keeping tabs on your budget is a big part of managing a project, especially for companies like ours. You estimate how much a project will cost, make a budget, track actual spending, and ensure it matches the plan you made.
Proxiuss Project+, a project management software, makes budget management easy within Salesforce. It helps project managers set, track, and manage project budgets in real-time, so we can make smart decisions to keep our projects on a financial track.
2. Agile/Waterfall – typy řízení projektů
Projekt lze řídit různými způsoby. Agilní přístup je o flexibilitě a postupování po etapách, což je skvělé pro projekty, kde se věci mohou měnit za pochodu. Waterfall je více krokový a lineární, vhodný pro projekty, kde je vše jasné od začátku.
Proxiuss Project+ podporuje agilní i waterfall styl řízení projektů. Dává nám možnost vybrat si, co je pro daný projekt nejlepší, a ujistit se, že ho uděláme správně.
3. Sledování času
Sledovat, kolik času trávíme různými úkoly, je pro nás velmi důležité. Pomáhá nám zjistit, na čem trávíme čas a jak můžeme lépe hospodařit se zdroji.
Proxiuss Project+ nám umožňuje snadno sledovat náš čas v Salesforce, takže můžeme zaznamenávat, jak dlouho pracujeme na jednotlivých projektových úkolech. Takto přesně víme, kolik času jsme strávili, což nám pomáhá být transparentnější a přesnější v naší práci.
4. Plánovač zdrojů
Efektivní plánování a organizace času našeho týmu je důležitá věc. Musíme se ujistit, že všichni pracují na správných věcech ve správný čas, aby se práce podařila, a že mají také dobrou rovnováhu mezi pracovním a soukromým životem.
Proxiuss Project+ has a resource planner feature that helps us plan and allocate our team’s time efficiently. It considers their skills when they’re available, and what the project needs. It’s a great tool to keep our team organized and productive while also ensuring they have a good work-life balance.
Řešení jedinečných potřeb v oblasti profesionálních služeb a poradenství
Professional services and consulting companies have specific needs when it comes to project management. This includes optimizing how we use our team and accurately tracking the hours we can bill our clients. Proxiuss Project+ tackles these needs in a way that makes sense for us:
1. Optimizing Resource Allocation
Making sure we use our team’s time wisely is crucial for us. Proxiuss Project+ helps us do this by efficiently assigning team members to projects based on their skills, availability, and what the project requires. This way, we get the best out of our team and deliver great results.
2. Accurate Billable Hours Tracking
Making sure we bill our clients accurately for the time we spend on their projects is essential. Proxiuss Project+ simplifies this by allowing our team to record their hours spent on different project tasks. This data helps us create precise invoices, maintaining transparency and fairness in our billing practices.
Závěrem
In the world of professional services and consulting, managing projects efficiently is key to success. Proxiuss Project+, born from Anodius‘ need for a precise time-tracking app, has transformed into a robust project management software. This Salesforce-native app streamlines project workflows keeps budgets in check, supports various project management styles, helps us track time accurately, and ensures our team’s time is used wisely. For companies in these sectors, investing in an integrated project management tool like Proxiuss Project+ can significantly enhance efficiency, control, and client satisfaction, ultimately contributing to sustained growth and success.
Is this use case similar to your needs? Proxiuss Project+ is now available for every Salesforce user.
Jakub Andrle, Business Developer
