U.S. Medical Institution Increases Productivity by 60%

Challenges

Multiple tools and siloed data

• The organization had different programs and platforms doing different things, across different divisions. The first PM solution has budgeting capabilities that weren’t meeting the staff’s needs or expectations. The next platform lacked project and task components. 

Lack of integration between the systems

• There was no integration between different systems or across divisions. When a new project was created using the previous platforms, an additional project would need to be created for the budgeting components. This was inefficient and time-consuming.

Lack of transparency for clients

• Expectations for deliverables could not be provided to clients because the staff didn’t know what could be delivered or when. The failure to conduct realistic, honest conversations with clients was very stressful and decreased morale.

Poor budgeting and reporting processes

• There was an inability to segment budgets across different divisions. Creating specific reports took several days and required the efforts of numerous staff members.