What would you do if your revenue nearly doubled overnight? Does your company have the operational foundation to support that kind of growth? How do they keep all these projects and teams organized?
That’s where Laura Krassner, Director of Client Services, comes in. We asked Laura about her experience using 10,000ft, the story behind their two API integrations (with Google Calendar and Salesforce), and how she keeps everything running smoothly for her organization.
How were you managing your people and projects before 10,000ft?
In a very ad hoc way.
Before 10,000ft, we had a calendar filled with all our projects, using acronyms to keep track of key information and parentheses with the person’s name to track who was working on different parts of each project.
We didn’t have a lot of flexibility. Schedule changes were hard to track, and we were often left guessing about resource availability. There was no science to it, it was comprised of looking at the calendar and hoping we could make it work.
There was no true management of resources that way, either. We tried building our own internal documents and spreadsheets, but they didn’t work well enough.
Was there a breaking point? When did you realize this wasn’t sustainable?
Yes, around July of 2017, our business more than doubled.
Our sales team was coming and asking us every minute, "What’s our availability? What can we do? Can we agree to this project?" We needed a better way of providing answers.
There are a lot of tools out there. Why did you choose 10,000ft?
We looked at many different platforms and each one couldn't do what we wanted it to do. We didn’t think our needs were that unique, but all the other apps that we looked at didn’t give us the flexibility to configure them in a way that best matched our business.
This might sound a little funny, but I just had a really good, strong gut feeling when I started looking at 10,000ft. Mainly because of its features and because the information was presented in a much simpler way than any other resource management tool that I reviewed.
10,000ft was exactly what we needed from a resource management standpoint. We would be able to see people's availability, the different options for projects and resources, and each person’s skillset. I also thought the analytics and reporting were great. These were the initial reason why we went with it.
To further solidify my choice, I had a conversation with the 10,000ft team and they understood exactly what we were looking for. They showed me all the ways we could customize features and add different fields to projects and resources. Then, of course, with the possibilities for integrations, we knew for sure that this was what we would use.
Did you have any concerns about implementation? Or whether your team would actually use it?
Yes, implementation was a huge part of this decision as well. When I was initially exploring different tools, I would try to engage their sales support teams just to understand how their software worked.
There were very few tools that offered dedicated support, or even a real person to talk to. The guidance from 10,000ft throughout implementation was a huge feature for us. For me especially, because I was very clear with what I needed and wanted, and I always like to be able to have a conversation with a human.
Without that option of implementation support, we wouldn’t have known what was possible.
How did you get buy-in from your team?
There was a little bit of resistance. "Oh, we have to use another tool?" We already use a lot of apps, so there was hesitation to add another. However, we did have consensus that we needed a specific solution for resource management, so it wasn't that hard to sell the idea after our business doubled.
First, I had full buy-in from the COO, who entrusted me with this decision. Then, I involved our Director of Client Engagement who is part of our Sales team. One criteria for success was being able to communicate resource availability to sales, so they can accurately set client expectations. I think combining sales and delivery to support the tool was helpful, because both departments were promoting it.
Tell us about the integrations you built with the 10,000ft API
We created two integrations; one with Salesforce and one with Google Calendar.
Our sales team uses Salesforce to manage our opportunity pipeline. When an opportunity moves to pre-closed stage in Salesforce, the details of that opportunity are pushed to 10,000ft as a tentative project.
Once the project is confirmed and a contract is signed, Sales is able to transfer the opportunity to a confirmed project in 10,000ft.
10,000ft is synced to Google Calendar so everyone with a corsis.com email address has their assignment visible to them, and within 30 minutes it gets refreshed and shows up on the Schedule in 10,000ft.
10,000ft supports our entire delivery process, including staffing, scheduling, budgeting, and reporting.
How much time is this saving your team?
It's so much more than saving time. It's certainty.
During status meetings, I can pull up 10,000ft and looked at the Schedule. I can see the hours booked for each person, I can see the end dates for each project, and I can update sales within a minute.
Prior to 10,000ft, giving them an accurate answer was quite a challenge. So, it's hard to quantify, but it's more of just being able to do what we need to do with confidence and certainty.
What’s the most valuable part of 10,000ft for Corsis?
Definitely the ability to see what people are working on. We assign people based on their skillsets, so we need to identify the subject matter experts who have the right proficiencies for each project. 10,000ft makes it easy to filter through that information and then see how many hours our team members are available each day.
The flexibility of 10,000ft, too, especially compared to other tools out there. If you have an idea of what you want to do, you can probably do it with 10,000ft.
Want to know how 10,000ft can help your organization manage all your projects and people? Drop us a line at firstname.lastname@example.org to learn more.