How Promatech Switched to a Unified System for Each and Every Employee

Before switching to Easy Project

Before the software implementation, Promatech used classical methods and tools like Excel-based follow systems separately for each department – there was no unified platform.

The assignment

Expectation to meet

• Introduction of an integrated cloud-based PM system
• Creation of unified project templates and processes
• Outlook sync and integrated attendance following
• Global Gantt overview of all projects and main tasks

Requirements to fulfill

• All users must be able to follow and stay up-to-date regarding the ongoing projects
• A user-friendly environment with a baseline for all users
• Easy integration with other applications such as Outlook or Teams
• Localized and overall resource management and usability

Time to implement

Preparation

Prior to implementation, a discovery phase took place and a test environment was introduced. The approval was followed by a detailed implementation, in which the key users actively participated. They carried out the implementation in a span of 2 months.

Settings

Project templates in both English and Hungarian were created, along with the roles and permissions for each type of user. The structure is based on our organizational chart, with certain members having an overlook of all functionality.

Server or cloud solution?

Promatech chose the cloud-based solution, due to the nature of their operations, as a lot of employees are on location installing or servicing machinery. The main goal was to have a flexible system available for all.

Training

The client decided to have one “super user” among the team, who handles all internal requests and submissions. All the members have been trained by this individual, who keeps in contact with the developer as well.