How Wholistic Transformed Our Product Delivery Process at Assurdly

Imagine working on multiple projects with different clients with different workspace preferences from Google workspace to Microsoft to Zoho. Don’t get me started on the project management tools themselves ClickUp, Trello, Jira, Confluence, etc. 

As the project manager, you are expected to be on top of all this, knowing what is happening in each project, monitoring progress, and not allowing anything to derail. It can be a lot, even for a team, not to talk of a person.

This was Assurdly’s reality, and it was clear that traditional project management tools weren’t a good fit without imposing a new way of working on some of our clients. We needed a solution to get our act together. 

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Challenges Faced by Assurdly 

As a Product Delivery and QA service provider, Assurdly handles multiple clients and projects simultaneously. So, we needed a tool that went beyond task tracking and required something that could cater to varying needs in our product delivery process. Below are some of the challenges that prompted the need for a one-stop-shop solution. 

• Inconsistent report format: Creating reports for clients with a consistent format and outlook was difficult. This lack of consistency impacted the credibility of the reports sent.
• Delayed onboarding: New team members often struggled to catch up on projects due to scattered information and disparate tools as there was no simplified system to showcase all the information about a project in a single place. 
• Limited client visibility: Communication and artefacts were often lost in email threads, leaving clients without a clear view of their project status. This impeded clients’ access to their work progress, and they always had to contact us for updates. 
• Use of multiple tools: Managing projects across various client tools led to inefficiencies and a lack of unified visibility. Thus,  there was a need for a helicopter overview of project artifacts such as documents, reports, etc.

To our team, this solution would be more than a nice to have; it would be core to our productivity and organisational success. 

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The Limitations of Traditional Tools

Many traditional tools focus solely on project monitoring and tracking. However, our needs went beyond those, as we needed features that enhanced client visibility to their work, a base to hold project resources in a single view, a consistent report format, and more while being cost-effective. These are some of the limitations of these tools that made them unsuitable for Assurdly.

First, unlike Wholistic, other tools didn’t give clients access to view project data, restricting them from having a holistic view of project resources and communications. This also extended to a lack of holistic view, whereby project artifacts couldn’t be seen in a single view, making it difficult to manage multiple clients in one place. 

The steep learning curve associated with some traditional tools also made it difficult for key stakeholders, such as clients, third-party developers, etc., to use them. Price was another dealbreaker, so we considered a cost-effective alternative that would serve us well without breaking the bank. 

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The Game Changer

Wholistic is an AI-powered project delivery tool that streamlines project tracking and management of multiple projects in one place. With an interface that gives a high-end view of projects with a view to resources like documents, and reports, it is designed to enhance collaboration and transparency between project managers and their clients. 

Born out of the need to enhance client collaboration, send reports in a consistent format, and host resources in a single location, Wholistic goes above and beyond to help clients keep track of their work progress, without switching from their preferred tool, while removing the burden of manual report writing, through its AI-powered report generation feature. Here’s how Wholistic has made work easy for the Assurdly team.

• Easy project tracking: Wholistic ensures easy project tracking, with tags such as “on track, overdue, on hold, at risk, completed,”, etc, indicating the level of progress on a project. This aids in easy collaboration with all stakeholders. ‍
• Customised report templates: Its customisable templates allow you to create professional reports consistently. With all artifacts, messages, resources, etc available on one platform, it enables easy reporting with time-stamped artifacts on work progress. ‍
• Better client visibility: Wholistic’s interface allows you to onboard clients enabling them to view their project resources, and reports, easily. This eliminates the risk of messages being lost in email threads and ensures transparency. ‍
• AI capabilities: It filters through the artefacts and communications on a project to create simplified insights and summaries that give an overview of the work done, eliminating the risk of human error or miscommunication. ‍
• Third-party integration: Wholistic removes the stress of moving from one tool to another through its integration with other tools such as Slack, Google Suite, Clickup, etc. ensuring a streamlined communication within one workspace. This aids the team’s productivity and organisation. 

Let’s talk Results

From ensuring transparency with clients on work progress to faster onboarding for new team members, Wholistic has taken off our worries, helping us to focus more on our job as project delivery partners. Here are key results recorded ever since the tool was adopted: 

• Enhanced transparency: When clients are onboarded to the workspace, work progress is transparent, which fosters trust and reliability.
• Data-driven decision-making: The AI-powered feature generates data-driven reports, which aid the right decision-making based on the report obtained. 
• Improvement in client satisfaction: With a single tool that gives a holistic overview of project progress and live updates, communicating with clients has greatly improved.
• Improved productivity: With Wholistic, the team has saved a few hours per week on report generation and reviews, improving overall productivity and output. The AI-powered feature also helps save time that would have been spent on manual reporting, freeing up time for more critical tasks
• Cost-effectiveness: It helped us save the costs of paying for other tools, especially in foreign currencies which would have taken a toll on our finances.

This aligns with Azeez’s experience who is a Quality Assurance Engineer on the team. He agrees, saying:

You need Wholistic in your Workflow. 

Are you looking for a tool to streamline communication within your organisation and with clients, get a high-end view of all work resources, and aid in effective report generation? Wholistic is the right tool for your needs. Sign up today.