Overview
TEC360, a digital solutions company, didn’t have a formal project management approach to keep track of costs, workload or performance. The ideal software solution had two main goals: manage budgets and increase transparency. ProjectManager provides visibility across the company, providing a single repository for files, portfolio-level data and budget tracking. Project managers and consultants can use timesheets and manage hourly costs to determine the time spent on tasks. Now, TEC360 can better define and manage its objectives and save money thanks to easy data access.
Key challenges
- No methodical way to measure project implementation
- Nearly impossible to manage resources across distributed teams
ProjectManager’s solutions
- Resource management features balance workloads and track hours spent on tasks
- Portfolio roadmap provides transparency and helps inform big-picture strategy
Standout features
- Portfolio management
- Budget tracking
- Workload chart
- Timesheets
- Roadmap
Location
Mexico City, Mexico
Industry
Information Technology
Size
30-50 employees
TEC360 is a digital solutions company based in Mexico City, Mexico. It consults with companies on essential technologies such as cloud computing, cybersecurity, artificial intelligence, the internet of things and blockchain. TEC360’s mission is to support large and medium enterprises in their digital transformation through robust SaaS solutions.
Santiago Lasso is the PMO and consulting director of TEC360 and is responsible for managing the team that implements software once a solution is sold to a customer. He currently manages three project managers.
Why did TEC360 choose ProjectManager?
TEC360 has been around for six years, but for most of that time, they had no true system in place to manage their budget or track costs. “We were using Excel,” Lasso said. “That wasn’t practical for us.”
Lasso had no way to accurately track his project managers and the time their teams spent on tasks. It was nearly impossible for him to accurately track project pipelines or performance. A year ago, when TEC360 first started to shop around for project management software, Lasso had two goals: manage the budget and increase transparency.
“The goal was to measure how long it took for implementation,” he said. “Before that, we had no idea how long it would take.” Lasso added that he had to make estimates without concrete data to back it up. As a result, he couldn’t track the actual hours it took.
TEC360 was very thorough when looking for project management software that met their needs. Lasso asked his team for software requirements that they wanted and created a spreadsheet of the top brand’s features. Of all the software tested, ProjectManager received the top score, excelling at collaboration, portfolio management and budget tracking.
“We were using Excel, that wasn’t practical for us.”
Santiago Lasso
PMO at TEC360
ProjectManager Gave TEC360 Visibility Across the Company
One feature that was particularly important to TEC360 was the color-coded workload chart, which helps Lasso keep his team’s workload balanced when he’s making assignments. It also helps him manage his hourly costs. In addition, timesheets are essential for keeping track of hours spent on tasks.
Transparency was a must. If consultants or project managers were using MS Project, they would have to send files back and forth, which was not easy. “Now, all the information is on the platform,” Lasso said. He has one source of truth, which is especially helpful as his team is distributed across Mexico.
Lasso lives on the My Work page where he can get an overview of all the projects he is overseeing in one place. He also likes the portfolio roadmap and reporting features which provide him with real-time data. “Before I had no data,” he said. “Now I have tons of data.”
“We can save money because we can monitor costs and track projects in real time.”
Santiago Lasso
PMO at TEC360
Helping TEC360 save time and money
ProjectManager is changing the way that TEC360 manages its work, but it has also helped the company define its objectives and key results based on easy data access.
“We can save money because we can monitor our costs and track projects in real time,” he said.
While everyone on Lasso’s team is using ProjectManager to manage their projects and connect in real time, Lasso would like them to use the tool for all of their work. He’s helping his team adapt the software’s task management features to work more efficiently.
Currently, all of the departments at TEC360 are using ProjectManager except for operations and finance. “We’re on the business plan,” Lasso said, “but we’re thinking about moving into the enterprise plan to get everyone using ProjectManager.”