Project Management Customer Deals | Implementation & Best Practices

Jira Service Management helped Arvato Systems improve their service operations. The company used... the platform to streamline workflows and manage requests better. This led to faster response times and improved service quality. Arvato Systems saw better team collaboration and more efficient processes.
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ProofHub helped Coders Mind, a digital services company, fix problems caused by using too many project tools. Before, they missed... deadlines and had slow workflows. With ProofHub, they manage all projects in one place. They now save up to 60 hours each month. Deadline compliance improved to 75%. Client satisfaction is higher and project delivery is faster.
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Aha! Roadmaps helped eWise... manage product development across teams in the US, Europe, and Asia. Before Aha!, eWise struggled with multiple tools and lost ideas, causing delays. With Aha!, they track releases, manage requirements, and integrate with Jira for better collaboration. The software saves time on status reports and keeps feature status up to date. eWise now prioritizes releases and plans to use Aha! to crowdsource ideas from staff and stakeholders.
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GUIDEcx helped Order. co cut churn...during implementation by 45%. Order.co struggled with low customer engagement and high churn using their old project management tool. GUIDEcx provided a single platform for project steps and messaging. This led to a 40% decrease in average onboarding time and a 66% reduction in time to first value. Order.co also achieved a 90%+ CSAT response rate with GUIDEcx’s automated feedback tool.
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OpenProject helps go∼mus manage complex projects with many external partners. The platform makes... project planning and structuring fast and clear, helping go∼mus meet deadlines. OpenProject saves the team about one day per week by reducing meetings and documentation. Its intuitive design lets go∼mus easily involve customers and partners. Key features used include Gantt charts, work packages, and backlogs for agile and classic project management.
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Datto RMM and Autotask PSA helped Acumen Consulting improve efficiency and automate IT processes. Before, staff spent... 5 to 7 minutes on each ticket, manually entering data. With Autotask speed codes, this time was cut by more than half. Datto RMM's automation and endpoint detection features protect against cyberthreats and alert staff to issues early. Integration between the tools made billing, reporting, and ticket resolution faster and easier. Acumen Consulting now delivers better service with less downtime and higher productivity.
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Kaseya 365 helped Affinity Technology Partners, a managed service provider, solve problems with disconnected IT tools and rising costs. Before Kaseya, the... team struggled with manual work and scattered billing. After switching to Kaseya 365, they reduced IT workload and saved time with instant system access and seamless ticket handling. The platform also made their company acquisition easier by aligning operations and speeding up due diligence. Kaseya 365 supported their growth and improved how they worked with clients.
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Redbooth helped Noble Intent Studio organize their virtual team. Before Redbooth, they... used many tools for tasks, time tracking, and communication. This caused wasted time and lost information. Redbooth let them manage tasks, track hours, and run reports in one place. They now understand project hours better and can quote new work faster. They also follow up with leads and meet deadlines more easily.
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Observe. AI had trouble...with process inefficiency and low visibility because they used many systems for tracking. Their tools were not customer-friendly and made leadership reporting hard. They used Rocketlane to streamline their implementation with templates and better OKR tracking. This improved client engagement and time tracking. As a result, 80% of accounts went live in less than 80 days, they achieved a 90% success rate in first time-to-value, and kept a 70-80 NPS score quarter after quarter.
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Proggio helped KAHR Medical cut status update meeting time by 50%. KAHR Medical used... Proggio to plan a two-year pre-clinical drug development project. The platform enabled fast planning, from high-level strategy to detailed tasks, in just a few days. Proggio improved collaboration across teams and streamlined meetings. KAHR Medical now uses Proggio for R&D planning, operations, and reporting.
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scagile’s Customer Journey Mapping Tool helps teams understand the purpose behind their work. The tool connects... strategy and execution. Teams use it to align around customer needs. Gergana Petrova says it closes the gap between planning and delivery. The feature helps teams focus on what matters most.
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This case study is about Vedis. Alex Duk is... the director of the visualization department. The study is featured on Cerebro's website.
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Zoho CRM helped Agappe Diagnostics manage sales and service in one system. Before, Agappe used... many tools and had no single view of customers. Zoho CRM gave field agents a mobile app with all customer info. The company now has better reporting and a 360-degree customer view. Agappe saw an 80% increase in productivity and higher operational efficiency.
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Projecis helped La Jolla Country Day School improve their admissions and recruitment process. The school used... to track admissions data in a single spreadsheet. Projecis provided collaborative software and Pro Services to build a web-based dashboard. This new system let the school track and analyze student admission data in real time. The solution improved data security and gave staff more time to focus on student success.
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BigTime Services CPQ helped Anthology, a global EdTech provider, remove over 170 days of manual work in their services sales process. Anthology faced challenges... with disconnected systems, manual quote generation, and inconsistent service catalogs after merging four companies. BigTime Services CPQ centralized their services catalog, integrated with Salesforce and PSA systems, and automated SOW creation. Anthology generated 1,365 quotes and saved 1,365 hours, improving efficiency, compliance, and sales enablement.
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OneDesk helped LifeLearn manage complex, global education projects. LifeLearn needed better... team communication and project visibility. Their old tools buried important information. OneDesk gave them a social, streamlined platform. Teams now discuss, track, and escalate tasks easily. This improved project delivery for distance learning in agriculture and health.
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Butler University had trouble tracking projects and resources because their data was spread across different tools. Their IT team... needed a simple way to manage projects and give leaders the reports they needed. TaskRay gave them an easy-to-use system to track tasks, assign work, and see project progress. Leaders could now see real-time data to help make decisions. After success in IT, Butler expanded TaskRay to other teams to improve efficiency.
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Kantata helped Box improve customer service efficiency and forecasting accuracy. Box's Global Consulting... Services team struggled with limited project visibility and outdated PSA tools. Kantata replaced their legacy system, giving better forecasting and resource planning. The team gained enhanced data visibility and faster project delivery. Operations saved one week per month, which they now use to create business insights.
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ProdPad helps 15Five collect and organize customer feedback. Priscilla Zorrilla uses... ProdPad to tag and group feedback, making it easy to track requests. The product team reviews this feedback to guide product decisions. ProdPad lets Priscilla see what ideas move to the roadmap. She keeps customers informed about updates, building trust. Customers feel involved when their feedback shapes new features.
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Backlog helped Piestar, a Kansas-based software company, improve project visibility and team alignment. Before Backlog, Piestar... struggled with tracking tasks and bug reports, leading to missed issues and delays. After adopting Backlog, the team streamlined sprint planning, task tracking, and bug reporting. Features like customizable statuses, ticket linking, and a built-in wiki made workflows easier. Piestar saw faster releases, better bug reporting, and improved cross-team coordination.
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Superset BI Services by Andolasoft helped a mid-sized SaaS company unify data from Stripe, Google Analytics, HubSpot, and PostgreSQL. The company replaced... manual spreadsheet reporting with over 15 interactive dashboards. Teams gained real-time insights into MRR, churn, and feature usage. Decision-making became 30% faster and churn dropped by 20%. The company eliminated BI licensing costs and saved hours of manual work each week.
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Buildium’s Open API helped 1836 Property Management improve efficiency and transparency. The company needed... software that could integrate with their workflow and communication tools. Buildium allowed them to connect leasing data with monday.com and automate workflows. This led to lower attrition and faster, leaner growth. They also integrated investment software to track property performance in real time.
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RentCafe PHA helped Lakeland Housing Authority manage public housing and housing choice vouchers. The platform provided... built-in compliance and mobility features. This made it easier for the agency to handle their operations. The solution improved workflow and efficiency for the housing authority. The case highlights how property management software can support public housing agencies.
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Million Tech delivered a contractor performance assessment solution for a diversified property portfolio owner in Hong Kong. The client managed... over 30 maintenance contractors and needed a fair, consistent way to assess their work. The new system replaced paper-based grading with an observation-based mobile and web platform. Assessors now record observations and photos, and the system assigns grades automatically. This improved fairness and consistency in contractor evaluations.
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GEL Studios is a creative agency that needed better project management as they grew. They used ActiveCollab... to improve client communication, automate workflows, and plan workloads. This helped them get 67% faster approvals and save time on project setup. They improved efficiency by 15% and increased profitability by 10-15%. The team also saved about 50 hours per month and created a better work environment.
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FunctionFox helped Stauber Design Studio stop building their own time-tracking system. Stauber needed a... simple, web-based tool to track hours and expenses for projects and retainers. They chose FunctionFox for its easy setup, flexibility, and strong customer support. The team quickly started using it with almost no learning curve. FunctionFox saved them time and money, making billing and project tracking much easier.
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TeamGantt helped Advent manage creative projects with a user-friendly interface. The agency needed... a project tool that artists would enjoy using. TeamGantt provided a beautiful and fluid solution. Brad Jones, VP of design, praised its ease of use. Advent now plans many projects more smoothly with TeamGantt.
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Teamwork. com helped Invanity,...a UK digital marketing agency, modernize project and resource management. The agency replaced a legacy tool with Teamwork.com to improve efficiency and profitability. Invanity saw a 50% decrease in time spent building project plans and 80% less time on weekly workload management. They also delivered 20% more projects on time. Teamwork.com became the operational backbone for tracking profitability and utilization.
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Resource Guru helped Isobel, a creative agency in London, track project hours in real time. The agency found... Resource Guru affordable and easy to use. After using the tool, Isobel became much more efficient with project scheduling. The team improved relationships with clients and freelancers. They cannot imagine going back to their old way of working.
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Productboard helped Sprout Social save hours every day by centralizing user research and feedback. The product team... used Productboard to route feedback, prioritize features, and ensure no input was missed. Productboard's user impact score guided decisions on what to build next. Sharing the roadmap with marketing and sales increased transparency and buy-in. Sprout Social found Productboard easy to use and valuable for product management.
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PlanStreet Case Management software helped New Jersey Children's Alliance cut case processing time by 30%. NJCA used PlanStreet... to centralize SCC referrals, improve data security, and support multi-agency collaboration. The software enabled secure, county-specific data segregation and real-time reporting for all 21 counties. Agencies saw better communication and more accurate analytics. NJCA now delivers faster, more effective child welfare services statewide.
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Microsoft Advertising helped St John Ambulance use generative AI tools to improve their digital advertising. The charity wanted... to cut production costs, increase creative agility, and keep their brand consistent. With Ads Studio and Copilot, they made high-quality ad assets faster and cheaper. They used AI to create custom images for campaigns, showing products like AEDs in real-life settings. This made their ads more relevant and helped protect their brand identity.
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Lori Arche at Fandango used Standuply to help her team switch from estimating tasks in hours to using story points. She showed the... team how hour-based estimates led to missed milestones and poor velocity. Lori explained the benefits of story points, like better accuracy and less stress. She got buy-in from key team members and ran a trial using the Fibonacci sequence. The team used Planning Poker and retrospectives to improve their process. This made sprint planning smoother and helped the team meet their goals.
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Rockifi connects music fans before, during, and after concerts. Their team works... remotely and needed a way to organize business and development tasks. They chose Hygger to help manage workflow, track progress, and improve team communication. Hygger's features like sprint management, backlog boards, and timesheets help them prioritize tasks and onboard new team members quickly. Rockifi found Hygger easy to use and a good fit for their needs.
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Asana helped Danone with their global digital transformation. Before Asana, Danone... teams used email and spreadsheets, making it hard to track work and collaborate. Danone adopted Asana as their main work management platform. Teams now use Asana to manage program rollouts, standardize workflows, and share learnings worldwide. This led to global cost savings, faster program rollouts, and better collaboration across markets.
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Cloud Coach helped Hostess Brands improve project efficiency. Hostess used to... manage projects with siloed tools and manual spreadsheets. Cloud Coach provided a single solution on Salesforce. Hostess now uses real-time dashboards, custom stage gate processes, and automated workflows. Teams can make better decisions and track all projects in one place.
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Jama Connect and Jama Connect Interchange (JCI) help JCI with advanced risk management. JCI works with... Jama Software consultants to set up custom risk logic, cybersecurity tracking, and advanced FMEA structures. The solution supports platform and enterprise risk management for different product families. The outcome is a ready-to-use advanced risk management setup for JCI's initial project or team.
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Accelo helped Level Playing Field, a Canadian accessibility consulting firm, grow by 20X in one year. The team used... Accelo to manage client work, projects, and invoicing from one platform. They cut invoicing time in half and handled three times more projects without expanding their team. The mobile app and Xero integration made billing and project tracking easy. Accelo gave them visibility, collaboration, and efficiency for their consulting business.
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The advanced analytics platform helped a leading retailer improve sales and operations. The retailer faced... problems with inventory, marketing, and sales performance. The solution used machine learning and predictive analytics to give insights on customer behavior and inventory trends. The retailer optimized inventory, personalized marketing, and improved sales. Sales revenue increased by 25% in six months. Customer satisfaction and operational efficiency also improved.
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monday. com helped Officeworks...improve retail processes and data accuracy. Before, teams used scattered emails and spreadsheets, causing confusion and lost details. With monday.com, Officeworks created clear workflows and dashboards. They replaced 635+ spreadsheets and cut over 10,000 emails. Teams now see all tasks and updates in one place. This made work faster and more organized.
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MeisterTask helped Abena, a large manufacturing company, simplify project management. Before, teams used... five different tools and had problems with duplicate work and poor transparency. Abena rolled out MeisterTask in phases, starting with a small group and expanding to leadership. The new system created a master project board, reduced email overload, and made communication easier. Teams now track tasks in one place, cut down on meetings, and work more efficiently.
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DealRoom helped Flex move from old, unorganized M&A systems to a single, easy-to-use platform. Flex replaced four... tools with DealRoom, making due diligence and deal management faster and more organized. The team now spends less time on calls and emails and more time on important work. Flex can handle more deals at once, with 13 transactions in process using DealRoom. Real-time insights and better access control improved efficiency and teamwork.
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Boone Newspapers Inc. , a family-owned...newspaper group, partnered with Second Street to implement a 'Best Of' ballot program. In their first year, they generated $1,200,000 in revenue. They revamped their structure and sales execution, leading to a 1915% increase in users year-over-year. Additionally, they grew their email database by 47,132.
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Boone Newspapers Inc. , a family-owned...newspaper group, partnered with Second Street to implement a 'Best Of' ballot program. In their first year, they generated $1,200,000 in revenue. They revamped their structure and sales execution, leading to a 1915% increase in users year-over-year. Additionally, they grew their email database by 47,132.
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Effective Experiments helped Skyscanner improve their experiment teams. The platform solved... problems with scattered data and insights. It fixed haphazard processes and poor quality testing. Teams now work together better and connect experiments to business goals. Skyscanner uses Effective Experiments for project management in experimentation.
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Citrix DaaS helps eBay support a global remote workforce. eBay uses Citrix... DaaS to deliver SaaS apps like Office365 and Zoom, plus legacy apps, to employees and contractors. The platform gives eBay a stable and scalable environment. It lets staff work securely from any device. eBay can quickly adapt to changing needs with Citrix Cloud.
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Telenor Norway wanted to modernize their wholesale billing operations. They already had... a Subex solution in place. They aimed to enhance their capabilities further.
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DGA Group is a global advisory firm with 380 employees. They used many... different systems for project management, time tracking, and accounting. This caused scattered data and slow, manual processes. After switching to Scoro, they made time tracking easier and increased utilization by 20%. Project profitability went up by 33%. Invoicing became faster, taking two days instead of over a week. Monthly reporting is now four weeks faster, giving better insights and decisions.
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Dragonboat helped Cornerstone OnDemand manage its product portfolios and unify customer experiences. The company used... Dragonboat to centralize planning and integrate multiple Jira instances. This improved resource efficiency by 20% and increased on-time delivery predictability by 25%. Cornerstone also achieved 100% alignment of portfolios to business benefits and saved an estimated $400K by reducing planning time from weeks to days. Dragonboat enabled better collaboration and more focused delivery for Cornerstone's teams.
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eSUB helped Palman Electric improve project management and efficiency. The company switched... from Procore to eSUB for better tracking of man-hours, change orders, and daily reports. The mobile app made meetings and paperwork easier, saving time. The change order log helped them track costs and find money they were missing. The team saw noticeable gains in productivity and efficiency after adopting eSUB.
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Wrike helped Aerotek cut weeks from their planning time. Aerotek used Wrike... to streamline processes and manage timelines. The platform gave them a central hub for approvals, requests, and communication. Six marketing teams used Wrike to coordinate campaigns. Aerotek improved collaboration and efficiency with Wrike. The company is the largest staffing and recruiting firm in the US.
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Airtable helped MGA Entertainment cut creative brief processing time by about 60%. The company manages... over 40,000 marketing assets for global product launches. Before Airtable, teams struggled with collaboration and asset discovery. Airtable's AI-powered platform streamlined marketing operations and improved asset management. MGA now integrates planning and boosts campaign visibility across brands.
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Discus Training Manager Software helped a major pharmaceutical client fix problems with automated CGMP SOP training assignments. The old system... failed under heavy user load, causing missed training and compliance risks. The team migrated the app to WildFly, optimized code, and upgraded infrastructure. Now, the client has 100% successful training assignments, no system downtime, and zero missed recertifications. The system is stable, scalable, and ready for audits.
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Clustdoc helped Votre Avocat Virtuel, an international law firm, move from traditional case management to a fully remote process. The firm used... Clustdoc's immigration software to manage new clients around the world. The platform provided a secure, branded client portal and streamlined document collection. This made it easier for the law firm to handle immigration cases efficiently and stay connected with clients.
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Chick-fil-A had trouble managing employee hours and onboarding with many different systems. This made it... hard to track time and increased overhead costs. They used ClickUp to centralize and automate team workflows. ClickUp helped organize onboarding, training, and team management. As a result, Chick-fil-A cut overhead costs by 33% and saved 10-15 hours each week for managers. They also kept top talent and improved team focus on important work.
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XB Software built a warehouse management and service scheduling system for a car service company. The company needed... to replace old apps with a single, easy-to-use solution. The new system lets staff schedule vehicle maintenance, track car parts in the warehouse, and review employee performance. It automates parts procurement and sends alerts when stock is low. Managers can see KPIs and productivity data for better decision making.
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ProductPlan helped Henry Schein save time by streamlining product planning and collaboration. The team moved... away from spreadsheets and now uses live roadmaps for better transparency. ProductPlan’s Planning Board feature improved focus and prioritization. The team now spends more time on strategic planning and less on sharing information. Remote teams and stakeholders have easy access to up-to-date roadmaps.
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The event marketing team needed to organize both internal and external events for their company. They faced problems... with tracking attendee responses and managing communication, which sometimes led to event cancellations and missed announcements. They started using UpDiagram to improve collaboration and event management. The tool helped them assign tasks, communicate directly, and categorize events more easily. Integration with other tools like Slack and Gmail made communication smoother. The team found that UpDiagram saved them time and made event planning more efficient.
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