Case Study. How to get consistent revenue in a challenging project business with proper training.
A classic challenge for every project business – predict and maintain a steady revenue. Project business, while can be rewarding has constand ups and downs. There are sometimes more projects, sometimes less. Work gets stuck. Amount of work on some days seems like Everest, while some part of production team is relaxed and underutilized.
For many businesses, inevitable step to over come this, is to embrace a proper project management system. Some beginner businesses juggle “Trello” cards, some try “Asana”, while mature businesses are more consistent across their teams with “Scoro”. Challenge here is to utilize all functionality across your team, work in a “new way” as a team and set up and follow rules. Results are rewarding, but many companies never reach them and blame the software, while really it is the least of the problems. The main issue here is – noone trained them on how to work “from” the system, not “around” or “with” it.
Let’s explore this with a Case Study. A note here – company name is omitted and all character names are fictional.
How a Project Management team overcame chaos with professional Scoro Training
In a bustling tech company known for custom software development, the project management team was facing a challenge. They had recently adopted Scoro, a project management system that promised to streamline their workflows and increase productivity. Yet, despite their enthusiasm, the team found themselves struggling with the complexities of a powerful toolset they did not fully understand.
The Initial Hurdle
The team’s early attempts to learn Scoro independently were met with frustration. They pored over settings, watched tutorial videos, and tried to configure the software to meet their unique needs. But their efforts seemed to fail as skillset across team was inequal and motivation hit new lows as enthusiasm diminished. They simply failed to understand, how to utilize Scoro tools and stick to barely established processes. It was not just the depth of features,that made it challenging for them, but they also lacked best practices for project management using such project management tools. As deadlines loomed, workflows became somewhat chaotic, and stress levels soared.
Discovery of Itero’s Training Program
One day, Julia (let’s call her Julia, as we omit real names in the story), the team’s lead project manager, stumbled upon Itero’s professional Scoro Training services with tailored training programs. Inspired by the promise of personalized training and expert guidance, she presented the idea to her manager, Michael (same as Julia, Michael is not a real name), who was interested.
“We needed help,” Michael later admitted. “This system is supposed to simplify our work, not make it more difficult.”
What sold the idea was the fact, that Itero is certified Scoro partner. The management team decided to engage Itero for a training program tailored to their needs.
The Training Experience
The Itero team quickly assessed the company’s requirements and created an onboarding and training plan with weekly schedules and exact homework for team management. A dedicated month, that would transform their use of Scoro. With a clear roadmap in hand, they began by scrutinizing existing processes, responsibilities and communication with clients, simplifying the company’s existing workflows, demonstrating how to use Scoro’s features to automate recurring tasks and set up clear project timelines, budgets and means to be in control of all that.
Over the next few weeks, Itero’s trainers led the project management team through hands-on sessions that focused on:
- Basic training to align all team skills and put everyone on same page
- Automating task assignments and follow-ups.
- Team leader training for optimal team utilization.
- Setting up of budgets and reports to track project profitability.
- Creating custom dashboards for team leaders and management to picture progress.
Reaping the Benefits
The results were almost immediate. The team felt much more confident in using Scoro, and their workflows became less chaotic, smoother and more efficient. With a centralized platform to track all their projects, they could foresee potential bottlenecks and proactively resolve them before they escalated, use planner to dismantle their previously overwhelming heap of tasks and predict finish and revenue. The financial reporting feature provided insights into the profitability of each project, leading to better pricing and invoicing strategy.
As projects became more predictable, the company achieved a consistent revenue stream for the first time in months. It felt like that inconsistent cash flow and firefighting through each deadline is finally over. Instead, the team was much more in control of their projects, thanks to the structured processes learned through Itero’s training. Important achievement is unified process adherence for whole team.
Conclusion
This tech company’s journey exemplifies the importance of professional Scoro training. There are minority of cases when a business does this all by themselves utilizing all the power the Soro gives instead of just logging tasks without sheer power of whole picture. With the right guidance from Itero, the project management team turned what was a challenge into a story of success.
To discover the true potential of Scoro, to gain the transparency and predictability, no matter what the software, advance your team by seeking onboarding and training service in order to save time and get most of the tool and the team.
