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Boosting Productivity: 5 Essential Features Your Project Tracking Software Must Have

Project tracking software or Enterprise Resource Planning (ERP) is essential to any agency’s tech stack and the right project tracking software can transform the way agencies operate and significantly improve overall productivity. Ogilvy implemented ERP system, Deltek WorkBook to deliver greater transparency across the business of employee utilisation, capacity planning and resource management allowing for greater collaboration and sharing of resources. 

With so many options in the market, it can be difficult to know what features to look out for and what is best suited for agencyland. We break down the top five essential features project tracking software must have. 

1. Intuitive Task Management

Project tracking software should offer an intuitive task management system that allows for easy assignment, tracking, and prioritisation of tasks. With a clear overview of individual and team responsibilities, your agency can streamline workflows, reduce bottlenecks, and keep projects on schedule 

2. Real-Time Collaboration Tools

Effective collaboration is integral to any campaign or project success. Look for software that reduces the reliance on emails with communication and file sharing built-in to the project tracking software.  

This ensures that team members can communicate seamlessly, share updates, and collectively address challenges, fostering a collaborative and productive work environment. Having centralised communication ensures all teams stay well-informed and provides a compliant paper trail in case of any issues. 

3. Customisable Reporting and Analytics

Data-driven decision-making is crucial for agency success. A project tracking software with customisable reporting and analytics features gives your teams access to meaningful insights from real-time project data. Track key performance indicators, project timelines, and resource utilisation to make informed decisions and continually refine your strategies.  

Avoid over-servicing and scope creep with foresight into potential issues before they impact project delivery. Scope creep can be a silent killer for projects, leading to increased costs, missed deadlines, and dissatisfied clients so be sure to check out our tips to avoid scope creep. Deltek WorkBook’s advanced features identify and address potential over-servicing and cost overruns before they occur, allowing for timely corrective action.  

4. Resource Planning, Allocation and Forecasting:

Your agency’s most valuable asset is your team. Making sure project tracking software allocates resources effectively is vital for preventing burnout and maximizing productivity. The right project tracking software should include real-time transparency into resource availability and capacityProjects and campaigns are always moving at different rates so the software should enable agile adjustments as priorities shift, automatically reallocating tasks to maintain an optimal balance. This allows your agency to identify resource gaps, balance workloads, and allocate resources strategically, ensuring that each team member is working at their full potential. 

5. Integration with Collaboration Tools

Seamless integration with popular collaboration tools enhances the efficiency of project tracking software. Look for software that easily integrates with communication platforms, file-sharing tools, and other collaboration apps your team relies on. This ensures a unified and streamlined workflow, eliminating the need for constant switching between applications. 

Tangram offers integrations with DocuSign, D365, Ariba, HFM, Workday, Salesforce and Power BI so get in touch if you need help integrating with your project tracking software.  

Summary

Choosing the right project tracking software is a strategic decision that directly impacts your agency’s productivity and bottom line. By prioritising the features listed above, you empower your team to make informed decisions and deliver successful projects on time. Great project tracking software can lead to informed decision-making, successful project delivery and happy clients. Find out more about the technology partners we work with for tailor-made ERP solutions for your agency.  

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APAC

Helen Johnson 
helen@bytangram.com
+61 404 458 797

EU

Christian Arpe-Hansen
cah@bytangram.com
+45 31 36 66 03