Project Management Customer Deals | Implementation & Best Practices

ElevateActual uses TaskRay to manage internal deliverables and drive Salesforce adoption for clients. The consulting team supports customers in highly... regulated industries, like aviation, where onboarding is critical. TaskRay's drag-and-drop features and granular checklists help both technical and non-technical users. ElevateActual has grown project sizes from 3- or 4-digit to 5, 6, or 7-digit engagements. TaskRay also boosts customer retention and business growth.
Show More..

ProofHub helped WeUno, a digital product studio, save over 10 hours each week on project management. Before ProofHub, WeUno struggled... with missed deadlines and unclear responsibilities. With ProofHub, 75% of projects are now delivered ahead of time. The team saw up to a 50% boost in productivity. Centralized task tracking and real-time reporting improved client communication and reduced confusion.
Show More..

Zoho CRM helped IDT and its subsidiary NRS unify sales, operations, and customer service for over 35,000 convenience stores. NRS replaced manual... spreadsheets and a failed Salesforce rollout with Zoho CRM, enabling automation, integrations, and streamlined workflows. The platform scaled from a few users to over 1,000, supporting rapid business growth and improved customer satisfaction. Integrations with telephony, shipping, and analytics tools further enhanced efficiency. Customer service, distributor management, and referral programs all run through Zoho CRM, driving better results across the business.
Show More..

akquinet tech@spree used iCombine to solve project staffing and skills visibility challenges as their team grew from 35 to 90 employees. Before iCombine, finding... the right expertise was slow and inefficient, leading to project delays and quality issues. With iCombine, they created a searchable skills database, streamlined onboarding, and improved project planning. Managers now quickly match skills to project needs, track resource utilization, and forecast capacity. Employees see more growth opportunities and feel recognized for their skills. The company reports faster response to client inquiries and better planning across teams.
Show More..

Kantata Cloud helped Waeg cut invoice generation time from four weeks to just three days. Waeg replaced disconnected systems and... Excel with a unified professional services management platform. The company improved forecasting accuracy to 98% and gained real-time visibility into project data. Kantata streamlined billing, enhanced resource allocation, and boosted bench utilization. Waeg now reports faster, more accurately, and with greater confidence.
Show More..

GridUnity used Jama Connect to improve how they manage software configuration requirements. The platform helped GridUnity work better with clients... and made collaboration easier. GridUnity saw clearer requirements and faster project delivery. Jama Connect made it simple for teams to stay aligned. This led to better results for GridUnity and their clients.
Show More..

Microsoft Clarity helped Zobaze increase onboarding flow completion rates by 27%. Zobaze used Clarity’s session recordings and heatmaps to find... UI bugs and user confusion in their app. They fixed issues with language-specific UI and improved in-app guides. These changes led to higher customer satisfaction and more conversions. Clarity gave Zobaze real-time insights into user behavior across devices and regions.
Show More..

GUIDEcx helped Safety NetAccess improve project manager efficiency by 25%. The company needed better client-facing software for onboarding and project... management. GUIDEcx provided a more organized, engaging interface and custom workflows. Project managers now handle up to 60 projects at once. Clients appreciate clear timelines and AI features. All project information is now centralized in one system.
Show More..

Scoro and Stripe helped Kymera Systems speed up payment collection by up to 50%. The integration made credit card payments... automatic on invoices. Now, 50% of invoices under $1000 are paid by card. Most invoices are paid within a week, not 30 days. Scoro also cut project budget overruns from 25% to as low as 5%. Kymera tracks time and budgets better with Scoro.
Show More..

Productboard helped Aetos Imaging move from scattered roadmaps to a clear, data-driven product strategy. The team centralized customer feedback and... aligned sales, engineering, and product teams in one platform. Using Productboard, Aetos prioritized features with confidence and improved executive alignment. Faster decision-making and streamlined workflows led to higher customer satisfaction. Productboard became the backbone for scaling their 3D digital twin platform for facilities management.
Show More..

Oracle Cloud SCM helped Zebra Technologies streamline its supply chain. Forecast accuracy improved by nearly 100%. The company automated 90%... of orders, saving 20,000 hours a year. Integration with transportation tools saved $2 million on a single order. Employee work-life balance improved, and IT costs dropped. Zebra now delivers products on time and plans to expand its cloud use.
Show More..

Kaseya helped ZTek Solutions grow 300% and reach 30% profit margins. The company switched from disconnected tools to a unified... Kaseya platform. This reduced manual work and ticket resolution time by 15%. Automation and integration let technicians work faster and focus on proactive IT. Standardized workflows made it easy to scale and serve more clients. ZTek Solutions now operates efficiently and is ready for more growth.
Show More..

LM-X License Manager helped EDALab s. r.l. manage different license types for their HIFSuite tool. EDALab needed flexible licensing for...their software as it entered the Electronic Design Automation market. They chose LM-X for its competitive pricing and strong customer support. LM-X was easy to integrate and allowed custom licensing configurations. EDALab improved their license management with custom hostid checks using LM-X.
Show More..

Shortcut helped World Wide Technology manage 10+ engineering teams with flexible workflows. Teams used kanban boards and real-time collaboration to... adapt processes. GitHub and Slack integrations reduced context switching and improved visibility. Managers and developers both found value in the tool. Shortcut made it easy to coordinate releases and track work across teams.
Show More..

UpDiagram helps the IT department manage thousands of bugs and issues each month. Before, the team used Excel and struggled... to track tasks for 200 people. UpDiagram's custom fields and timeline features make it easy to update status and follow progress. The Board View lets the team see task priorities and manage projects better. The IT department now feels less pressure and enjoys work more.
Show More..

LifeLearn used OneDesk to manage complex, multi-site projects for global veterinary education. Their old system of spreadsheets and email caused... lost information and poor team communication. After trying other project management tools, LifeLearn chose OneDesk for its strong collaboration features. The platform let teams discuss tasks, track project progress, and keep context across locations. LifeLearn now delivers mobile learning to agricultural communities in Asia and Africa, improving food security and health.
Show More..

MeisterTask helped WKO Styria and WIFI Styria manage hundreds of projects with better structure and transparency. Both teams struggled with... email overload and fragmented communication before switching to MeisterTask. They used online tutorials for a self-driven rollout. Now, they track all project tasks in one place and get instant updates with push notifications. The teams have archived over 200 projects and built a searchable digital knowledge base. MeisterTask also improved collaboration with external partners and set the stage for a unified workflow across both organizations.
Show More..

PAPATON Studio manages over 50 creative projects a year using Cerebro. The studio works with a core team and a... large network of freelancers, using Cerebro to organize tasks, communication, and file storage. Integrations with Telegram and Yandex.Disk streamline project workflows and automate archiving. Cerebro's freelance packages and automation features help PAPATON handle complex animation and advertising projects efficiently. The studio values Cerebro's support and flexibility, despite some interface challenges.
Show More..

WP Project Manager helped Project Management College in Nicaragua improve project completion. PMC used the tool to create projects, assign... tasks, set deadlines, and manage communication. Students and project managers collaborated daily using WP Project Manager. The tool made it easier to track progress and organize work. PMC found it efficient for daily project management, though it wanted more advanced features for budget and progress tracking.
Show More..

ProdPad helped Iris Education unify product teams after multiple acquisitions. The platform brought consistency and transparency to product management. Roadmap... sharing and integration features saved time and improved collaboration. Iris Education now links all roadmap cards to strategic objectives and reviews them quarterly. ProdPad made it easier for teams to work together and feel like one company.
Show More..

Projecis helped La Jolla Country Day School improve their admissions and recruitment process. The school used to track admissions data... in a single spreadsheet. Projecis provided collaborative software and Pro Services to build a web-based dashboard. This new system let the school track and analyze student admission data in real time. The solution improved data security and gave staff more time to focus on student success.
Show More..

Web H2O needed a better way to manage many web projects as their business grew. They chose Planzone to help... organize work and track project progress. Planzone let them plan team schedules, assign resources, and see deadlines clearly. The team could follow budgets and avoid overspending. Designers, developers, and marketers worked together more easily using Planzone.
Show More..

Flowlu helped Shiraz Q. 's agency manage projects and teams better. The agency switched from Basecamp to Flowlu for its...all-in-one CRM, project management, and automation tools. Flowlu's Kanban boards and team chat improved collaboration. The CEO found the software easy to use and full of features. The agency now tracks time, manages tasks, and customizes workflows with Flowlu.
Show More..

ActiveCollab helped Spiralytics boost their client base by almost 50% in under three months. The marketing agency replaced multiple disorganized... systems with one unified platform. They used ActiveCollab to standardize tasks, track time, and manage projects across all departments. The team improved communication and efficiency without hiring more staff. Spiralytics saw a big increase in productivity and output after switching to ActiveCollab.
Show More..

CustomerBloom, a digital marketing agency, uses Redbooth to manage all client work. They chose Redbooth after trying many project management... tools and found it robust and intuitive. Redbooth helps them ensure no tasks fall through the cracks. They automate client onboarding by integrating Redbooth with ActiveCampaign and Zapier. The mobile app lets them track projects on the go.
Show More..

Resource Guru helped Isobel, a London-based creative agency, track project hours in real time. The team found the tool affordable... and easy to integrate. Since using Resource Guru, Isobel became much more efficient with project scheduling. The agency improved relationships with both clients and freelancers. Staff say they can't imagine going back to their old way of working.
Show More..

ClickUp helped Finastra's marketing team unify go-to-market (GTM) planning across business units. The team replaced fragmented plans with a single... platform, improving transparency and collaboration. ClickUp templates and dashboards enabled consistent data tracking and real-time reporting. Finastra saw a 30% increase in collaboration effectiveness and 40% growth in GTM efficiency. Senior leaders now have instant visibility into marketing activities.
Show More..

Dragonboat helped a Fortune 500 fintech unify strategy, execution, and outcomes across 13+ business units. The company aimed to triple... the speed of product innovation and delivery. Before Dragonboat, teams struggled with fragmented tools and slow decision-making. Dragonboat replaced manual processes with a live portfolio intelligence layer, connecting strategy to execution. Now, real-time data powers planning and prioritization for thousands of users across the enterprise.
Show More..

Carson Group used DealRoom to manage their M&A process. They saved 10-20+ hours per deal by automating manual setup and... maintenance tasks. DealRoom gave them a single source of truth for deal data and documents. Real-time dashboards improved executive visibility and trust. The platform helped Carson Group close deals faster and scale their M&A pipeline. Customizable workflows and reporting made their process more efficient and professional.
Show More..

Clustdoc helped WILCO cut onboarding and loan processing times by 50%. WILCO used Clustdoc to automate document collection and approval... workflows for startups. The platform enabled secure, compliant onboarding and integrated easily with WILCO’s business tools. WILCO saved two hours per loan application and deployed Clustdoc in just 30 days. Entrepreneurs can now complete applications in one week instead of three.
Show More..

MarkLogic helped a top investment bank boost revenue and cut costs. The bank needed to launch new products faster and... handle changing requirements. MarkLogic enabled a flexible research authoring and delivery system. The bank reduced development cycles from 3–4 months to 6–12 weeks. Total cost of ownership dropped by at least 50%. The bank now serves more users with a smaller infrastructure.
Show More..

TeamGantt helped Rosedale Roofing triple its business. The company used TeamGantt to align over 120 employees on one live project... timeline. Before, Rosedale Roofing struggled with lost tasks, scattered workflows, and slow client responses. TeamGantt unified scheduling, tracking, and collaboration. Now, the team responds faster to clients and keeps project history intact. Client satisfaction and repeat business increased.
Show More..

Accelo helped Vortex Fire Consulting boost efficiency and sales. The team replaced multiple tools with one platform. They now track... every opportunity and manage projects in one place. This led to a 20% increase in won sales. Client response times improved and workflows became more automated. The team enjoys better visibility and less admin work.
Show More..

Clyde Gateway used Collabor8online to manage project documents for many organizations and users. The platform allowed unlimited users, which helped... them handle a large number of collaborators. Project managers could access files from anywhere, including home, office, or on-site. Collabor8online made it easy to keep paperwork organized and up to date. The solution was simple to use and improved document control for their construction projects.
Show More..

Palman Electric used eSUB Cloud to improve project management as their business grew to 120 employees. They switched from Procore... to eSUB for better tracking of man-hours, change orders, and daily reports. The mobile app made meetings paperless and saved time. The change order log helped them track costs and find money they were missing. The team saw clear gains in productivity and efficiency after adopting eSUB.
Show More..

MoreApp helped Belisol, a leading fenestration company, digitise delivery reports. Manual Excel entry and paper forms slowed their team and... created extra admin work. With MoreApp's Form Builder and integration with monday.com, Belisol now manages delivery data in one place. The new workflow saves time and reduces admin burden. Employees find the process easier and more efficient.
Show More..

Autotask helped Visy Technology Systems improve sales management and project efficiency. The company replaced manual CRM and quoting systems with... a cloud-based platform. Sales teams across seven offices now generate accurate quotes from a single product list. Managers use dashboards to track sales metrics and forecasts. Project delivery is faster and more reliable with automated workflows.
Show More..

Rolls-Royce Power Systems used PTC Windchill and Creo to modernize its engineering and manufacturing. The company needed real-time global collaboration... and a single source of product data. Windchill created a digital thread, connecting teams and improving traceability. Over 5,500 users now access accurate data worldwide. The solution reduced rework, improved compliance, and sped up time to market.
Show More..

Rolls-Royce Power Systems used PTC Windchill and Creo to modernize its engineering and manufacturing. The company needed real-time global collaboration... and a single source of product data. Windchill created a digital thread, connecting teams and improving traceability. Over 5,500 users now access accurate data worldwide. The solution reduced rework, improved compliance, and sped up time to market.
Show More..

Prism PPM helped Intek Plastics manage post-merger integration projects faster. The company moved from Excel to Prism PPM in just... weeks. This gave real-time project visibility and improved collaboration across IT, HR, finance, and executive teams. Intek created repeatable templates and clear workflows for future M&A work. Prism PPM eliminated missed steps and delays, making project management more efficient.
Show More..

Asana helped Polestar Germany eliminate duplicate work and improve onboarding. The team used Asana to standardize processes and speed up... expansion, shortening service location launches by a month. Task allocation became transparent, and onboarding quality increased. The number of service points grew from 23 to around 200, showing scalable efficiency. Asana brought structure and clarity to project planning, supporting Polestar’s growth in the German market.
Show More..

Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and... procedures. Panviva created a single place for all information. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.
Show More..

Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and... procedures. Panviva created a single place for all information. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.
Show More..

Roadmunk helped CARFAX move from Excel-based roadmapping to a more efficient, collaborative platform. CARFAX product and project managers now use... Roadmunk to manage individual and portfolio roadmaps. The tool makes it easy to update plans and align teams with company strategy. Meetings are more productive, and leadership can see real-time progress. Roadmunk supports CARFAX’s culture of transparency and trust.
Show More..

Million Tech delivered an RFID smart library solution for the Legislative Council Library in Hong Kong. The library needed to... register and tag 50,000 books and 40,000 records quickly, including rare items. Robots now help visitors find books and guide exhibition tours. RFID tagging improved collection management accuracy. The upgrade made library operations more efficient and enhanced the user experience for staff and the public.
Show More..

OpenProject helps the Berlin Senate Department for Education manage complex IT projects. The department uses hybrid project management to combine... classic planning with agile methods. OpenProject gives a clear view of project status, responsibilities, and progress. All IT projects follow a standard process mapped in OpenProject, from idea to completion. This central platform improves transparency, coordination, and control across teams.
Show More..

Atlassian helped the U. S. Space Force save 120 hours per week and increase launch speed by 70%. The team...replaced outdated systems with Jira, Confluence, and Jira Service Management. They built a custom solution in under six months. The new tools automated ticket filtering and data sharing. Staff can now manage workflows and updates faster. The platform improved mission readiness and reduced development costs.
Show More..

Comind. work helped Thales Denmark A/S unify IT operations for compliance. The platform created audit trails for asset tracking, support...tickets, and access provisioning. Support resolution times improved by 45%. Access provisioning became 30% faster. Thales can now prove defense-grade compliance for every IT operation. The solution integrated with existing security systems without custom development.
Show More..

XB Software built a custom project management system for a solar farming business. The client struggled with basic tools that... lacked customization, data transparency, and timeline control. XB Software delivered a platform with an interactive Gantt chart, milestone tracking, and financial planning. The new system improved project visibility, resource allocation, and ROI tracking. The solution addressed issues with siloed data, disconnected financial tracking, and missing audit trails.
Show More..

scagile’s Customer Journey Mapping Tool helps teams understand the purpose behind their work. The tool connects strategy and execution. Teams... use it to align around customer needs. Gergana Petrova says it closes the gap between planning and delivery. The feature helps teams focus on what matters most.
Show More..

Xyicon's platform helped a leading Southern California healthcare system after a $975 million acquisition. The system had no clear records... of IT or medical assets across four hospitals and outpatient centers. Xyicon performed a full onsite inventory, cataloging over 41,000 equipment items. The solution created a single source of truth with interactive floor plans and a centralized asset database. Teams gained real-time asset visibility, reducing costs and enabling remote assessments.
Show More..

Cloud Coach PSAI helped Wellstar, a leading healthcare system in Georgia, improve project portfolio management. Wellstar faced low adoption of... ServiceNow due to a complex interface and struggled with limited reporting and poor stakeholder visibility. Cloud Coach provided an easy-to-use UI, Salesforce-based drag-and-drop reporting, and external project status views. The solution led to faster project delivery, cost savings, and better transparency for EPMO stakeholders.
Show More..

ProductPlan helped Henry Schein save time by streamlining product planning and collaboration. The team moved away from spreadsheets and now... uses live roadmaps for better transparency. ProductPlan’s Planning Board feature improved focus and prioritization. The team now spends more time on strategic planning and less on sharing information. Remote teams and stakeholders have easy access to up-to-date roadmaps.
Show More..