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The Shipyard

The Shipyard

The Shipyard Custom Salesforce Project Management Solution

The Shipyard Custom Salesforce Project Management Solution

About the Client

The Shipyard is a Digital Marketing Agency located in Columbus, Ohio that uses data to develop content strategy. Developer and creative teams work hand-in-hand with data science teams to imagine the most personalized and inspiring creative approaches.

The Challenge

  • The Shipyard won a large contract with a major insurance company to manage the social media pages of their local agents.

  • The  Shipyard needs to collect a great deal of personal information,  schedule a professional photo shoot, brainstorm and generate social  media posts for each agent

  • The social media posts then must be approved by the agents and scheduled for posting.

  • With  hundreds of agents, the prospect of successfully managing hundreds of  these projects simultaneously was a source of concern to The Shipyard  team.

The Solution

  • After  evaluating integration options with existing PM solutions the Summit  Technologies team concluded that a custom PM solution built in  Salesforce would allow The Shipyard team to manage each agent as a  separate project within Salesforce.

  • Custom  dashboards would allow management to see the status of all projects and  tasks easily and identify any tasks that were blocked or past due.

  • In  addition to relating projects, milestones and projects tasks to each  agent project record, Summit built separate data structures to create  project templates as the tasks for each agent project were the same.

  • The  templates allowed management to quickly generate complex projects for  each agent with many tasks, each assigned to different team members with  start and due dates taking into account business days and holidays.

Result for Our Client

  • Summit Technologies built out a highly scaleable custom project management solution for the Shipyard

  • Team members are presented with a queue of tasks that are ready for their effort

  • Automated email notifications to staff and agents help keep projects on track and team members informed of project status

  • Management team has an overview of agent project status and easy visibility of tasks in danger of being completed late

  • The executive team can easily see the overall health of the program

In Our Client's Words...

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