RDA has grown at a steady rate in recent years. As the company expanded the number of employees (from five to 23) as well as its pool of contractors and its physical space, management realized the system they were using to track business activities was becoming increasingly inadequate.
- Lacked project software to help standardize project management processes
- Needed a way to quickly pull reports together regarding project management and time spent by employees
- Lacked a project system to maintain performance standards by accurately tracking tasks, budgets and resource allocation
"We're not a non-profit," declares the senior operations manager. "We contract our services on an hourly basis and take great pride in performing what we said we'd do within the budget allotted." Meeting this performance standard became more challenging as the company required more project management, staff time and resources. They used a system of Excel spreadsheets to track time, project budgets, work plan development and most business operations. A separate software package was used for accounting. "Project managers had their own ways of doing things," the senior operations manager states. "As a result, we had difficulty accurately assessing project status and resource allocation."
Two years ago, RDA's CEO and managing director realized they needed a system to better understand client operations and to analyze data and business performance. Management wanted to make more informed decisions and more accurate business planning forecasting. What was needed was project management software that streamlined all data sources in one place including time tracking, project management, and project development and budgeting. The company hired a consultant to evaluate systems that fit their needs and were within a target price range. Project Insight was recommended because they offered the essential features RDA required at an affordable price.