Workamajig Got to the ‘Hart’ of the Matter

Esther Cohen
Hart
August 12, 2024
Agency Client Stories , Video Reviews

 


Meet Jill Neundorfer and Lauren Hicks from Hart, a health-focused brand transformation agency in Ohio. Discover how Workamajig has revolutionized their project management.

QUICK HIGHLIGHTS


CHALLENGES

  • No integration between software
  • No visibility into staff schedules
  • Decisions made based on gut feelings rather than fact

SOLUTION

  • Using Workamajig as one, united software
  • Resourcing efficiently with the resourcing tool
  • Making decisions based on detailed data

RESULTS

  • Better customer service
  • Completing projects faster
  • Improved communication with the conversation feature

 

Challenges:

Without a handle on their data and metrics, Hart was struggling to succeed.

Prior to Workamajig, Hart was using several tools with no integration between them. This meant that they couldn’t get accurate insight into the agency's state in many aspects. This led to decisions being made based on gut feelings rather than facts.

SOLUTION:

Using Workamajig as an all-in-one solution

Hart now uses Workamajig to get everyone in one place with the conversation feature. They can also now see who’s overloaded and who’s underloaded using the staff scheduling feature and adjust accordingly. With this feature, they can also know months in advance if they’re going to need to hire extra contractors or freelancers.

RESULTS:

Excellent communication and projects completed faster.

Hart can now make accurate estimates using Workamajig’s in-depth reporting functions. This leads to better decision making, which leads to more efficient work. Furthermore, “Workamajig has definitely helped Hart provide better customer service, especially when it comes to building timelines and schedules”. Overall, Hart has transformed into an exceptionally organized organization thanks to Workamajig.

 “Workamajig has definitely helped Hart provide better customer service, especially when it comes to building timelines and schedules”.


Transcript:

My name's Jill Neundorfer. I work at Hart in Toledo, Ohio, and I'm a Senior Project Manager. Hi, I'm Lauren Hicks. I work at Hart, and I'm a Project Manager in the Columbus office. Hart is a brand transformation agency located in Toledo, Ohio, with two satellite campuses: one in Columbus, Ohio, and one in Washington, DC. Our main areas of focus are healthcare, education, convention visitor bureaus, and the food and beverage industry.

At Hart, day-to-day, I work behind the scenes with our internal team, making sure all of the client requests that come from the AE are being pushed through. I pretty much coordinate the day-to-day needs of our clients within the internal departments of our building.

Before Hart got Workamajig, one of the main challenges we faced was with estimating. We saw a huge opportunity to rethink how we were structured internally. So as we integrated Workamajig, we actually developed a whole new project management department.

One of the features that I like the best about Workamajig and that works well at Hart is the conversation feature. I think it's an easy way to get everyone in one place who is involved in the different projects that we need. It also is a one-stop shop, so if we need documents or if there's an invoice that needs to be seen, it's all in one place, as well as all the other information and details that either we as project managers provide or the account executive. When it's used correctly, it's like heaven sent.

I would say most valuable to me and our department, the project management team, is definitely that Staff Schedule view, where you can see exactly what's on everyone's plate, who's overloaded, who's underloaded. Where before Workamajig, we had no visibility to that. Workamajig definitely has helped Hart provide better customer service, especially when it comes to just building out timelines and schedules. It's nice to be able to have every task level in the schedule view of Workamajig. We can forecast out and see in three months we will need a contractor in or we might need to hire somebody. Where before it was more of a gut feeling, now we can really see pen to paper, show the people who need to make those decisions like this isn't a gut feeling, it's real life.

I have enjoyed working with Workamajig. It has allowed my organizational tendencies to flourish. Workamajig allows me to be the organizational freak that I am without judgment. I think I would recommend other agencies use Workamajig. It's almost like Choose Your Own Adventure; however you need it to work for your business, the support staff can really help understand your business and finesse it for how you need it to work for you. I am a project manager because I like to get things done, and Workamajig really helps me with that.

 

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