Process Improvement + Project Management

How a rapidly growing IT managed services provider improved project flow and client outcomes with an end-to-end project management and process improvement plan.
project duration
6-months
Tool used
Asana
tags
Project Management
Team Efficiency
Client summary
AMC Modern IT is an established Microsoft Solutions Provider focused on helping small and mid-sized companies optimize their hardware and software infrastructure, data, and processes. The company manages 40+ client projects at any given time, serving all company types. With a global team and millions in revenue, the company is well-positioned to lead in its space.
Industry
Tech
website
https://modernit.com
Critical Work Slowing or Stalled?
Book a Call
Key results

Reduction in meeting frequency

Reduction internal chat noise

Improved project and task prioritization

people
teams Behind the Work

50+ employees across multiple continents, consisting of three primary departments – Outsourced IT, Client Success and Professional Services, each containing three teams spanning design and education to helpdesk, project management and engineering. Avgerage project lifecycle 2-6 months + ongoing managed services.

Challenges
barriers to scale
  • Outdated time-tracking using a legacy MSP platform
  • Suboptimal project and task visibility (who’s working on what by when & what’s next)
  • Some managers wearing multiple hats resulting in overwhelm and over-reliance
  • Lack of a bonafide project management system (daily practices and routines)
  • Lots of well-defined processes and documentation, yet a lack of consistent execution and adherence resulting in inconsistent project outcomes, missed deadlines, and excessive ad hoc reaction and frustration
steps
client priorities
  • Transition project management processes to Asana
  • Improve project organization and top-level status reporting
  • Improve efficiencies between projects, time-tracking and invoicing
  • Implement, train, and reinforce Agile-based project management practices

We’ve grown quickly and stress cracks began to appear. Technology was not enough. We needed a new approach to project management; one that factored both good process design and consistent execution

Tony C.
CEO
Solutions
steps to streamline
  • Augment project management with one additional technical project manager
  • Define and organize all projects in one place with clear visibility tying-together tasks, projects, portfolios and goals
  • Define clear on roles, expectations, and KPIs
  • Implement a formalized project management system following an agile approach
  • Prioritize process improvement and automation as an integral function company-wide, embedding a Completing Process Analyst directly inside the AMC Modern IT team

We are thinking about project structure much more, gauging workload and flagging projects first instead of involving everyone all the way through. We’ve reduced both meeting time and attendee size by 50%, a major boost to everyone’s morale.

Yago V.
Process Improvement Analyst
Execution
putting plans into action
Approach
how we planned the work
Results
What’s improved
  • 30% reduction in meeting frequency with smaller, more focused meetings
  • 20% reduction internal chat noise resulting in fewer distraction
  • Clearer roadmaps using the Portfolio features in Asana
  • Improved alignment and coordination between Project Engineering and Solutions Architect
  • Faster quote delivery, request ticketing and response handling
  • Improved project and task prioritization, kick-offs, and status reporting
  • Less confusion about who is working on what by when
  • Improved visibility using the Asana portfolios feature, allowing management to get a quick pulse (on track/off track) without having to drill-down
  • Improved engagement company-wide

Because of Completing, we are not only more efficient, we are far more intentional about how we approach operations as a whole. We couldn’t be more pleased with our progress and look forward to continuing the journey.

Tony C.
Process Improvement Analyst
Critical Work Slowing or Stalled?
Book a Call