A consumer goods company was managing their Design to Print projects using operational project tracking spreadsheets (Excel). Each project has multiple milestones ranging from initial design templates to copy and final art. Based on the project definition, some milestones may not apply and can be skipped.
The objective in converting this into a Work-Relay process-driven application was to track both process and project metrics as users update data and complete milestones, and to keep the user interface simple – essentially mimicking the single worksheet Excel experience but overlaying process on top of it to manage task assignments, automatic calculation of milestone dates, and be able to audit project progress using detailed reports and dashboards.
The spreadsheet only offered a current snapshot of where milestones were in a project, with no audit history as milestones were completed. Absent this data, it is difficult to track time spent in each milestone, where the bottlenecks are, and where opportunities for improvement exist.
Also, the single shared spreadsheet was difficult to manage with multiple users accessing it at different times, and presented scaling problems as the number of projects increased.