Ulster County, New York

"By being able to answer the question 'what did your people do last year' – allows us to be audit ready at any time which is important as a government agency."

- Assistant Director of Programming Information Services

Why PI®

Prior to Project Insight, the assistant director and his team were creating schedules within Excel spreadsheets. All the manual work resulted often resulted in errors and outdated schedules being emailed. The assistant director wanted to be able to easily build out schedules with more integrity and accuracy. Many times, the spreadsheets were not being updated and sent with the latest information. The team needed a way to see the overall project status in real-time.

  • Creating projects in Excel was manual and error prone
  • No visibility to overall project status
  • Needed a way to accurately track time against projects
  • No visibility into resources' workloads
  • Not in an 'audit-ready' position
Why PI®

What the IT department initially began searching for was a combined project management and help desk product. After carefully analyzing their set of criteria, Project Insight was chosen. The high level of expertise by the representative at Project Insight, the familiar scheduling engine, and the ability to get started right away were important factors in choosing the product.

  • Integrated with Zendesk for easy support tracking for clients
  • High-level of guidance and expertise from PI representatives
  • Met all requirements and centralized project communication
Outcome

Having accurate insight into the overall project plan has helped the IT department at Ulster County to prioritize, which is a huge benefit during a tight economy. "By being able to answer the question 'what did your people do last year' – allows us to be audit ready at any time which is important as a government agency", says the assistant director. By being able to answer what projects are currently being worked on and by whom in real-time has made the IT department audit-able and accountable by the people of Ulster County.

  • A strong and user-friendly scheduling capability
  • Customizable and easy to use reporting functions
  • The ability to provide real-time insight and information for key stakeholders
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