We are proud to share some our first learnings and user data from our design collaboration with Precise, leading consulting firm for professional services firms in Israel and Europe.
As part of our collaboration, we onboard several architecture and planning firms to Ovvio and help them track real-time task and work management data in Ovvio to save billable hours.
Let's look into our case study based on our pilot onboarding with one leading architecture firm with over hundreds of active projects and employees!
We designed a smooth process of onboarding for large organizations to enable them implement all of their data in 1 day and start using Ovvio.
Organizations can unify their methodologies by choosing the right documentation and templates, create their employee tiers and setting their custom filters within Ovvio.
Before Ovvio: How things were
The architecture company onboarded in our case has been managing simultaneously running projects by relying upon different management methodologies.
Each manager has their own methodology to manage projects
Each team leader manages and tracks their team’s workload personally
Meeting minutes are held personally and shared upon request
Tasks are managed using mostly Excel, personal notebooks and Trello
Our top priority was to introduce this team to a solution tailored for the unique issues endured commonly by professional services firms.
Top Benefit: Unify methodology with Ovvio
The company seized the opportunity to unify work and create methodologies-based project types, irrelevant to the team leader.
How it works?
Ovvio integrates with the PSA Solution (ERP / Billing system)
Opens all company projects based on pre-defined templates
Each project starts in the correct milestone
Employees are divided into the projects, with varying access levels that allows for different set of actions
How does employee access levels work?
Following our latest upgrades, Ovvio now supports organizational control settings which allows for companies to choose admin-level employees with onboarding and methodology defining settings. More on new Ovvio settings allowing for high-level controls and improved data security coming very soon!
The Usage is Incredible!
Our successful client pilot shows that Ovvio is a very interesting addition to the company's work processes. Our users manage their tasks directly from Ovvio, allowing a clear and easy communication channel between managers and their teams while keeping all work processes accountable and traceable for higher management.
Using Ovvio: First Results
All company data became visible and manageable to the whole company for the first time!
Some major learnings and gain from our pilot client are:
Team leaders have better visibility on due deliverables for the next few weeks, which makes planning easier
Employees have clear visibility of their own workload in short and long term in one place
Managing directors and head architects have real-time productivity data
Data is updated back to ERP, and PSA systems automatically in real time