Project Management Tool Rollout - Scale management of projects

Background –

Prior to 2020, client projects were managed using a combination of Jira and spreadsheets

Required lot of manual intervention by ShopRunner team members

Objective –

Reduce onboarding/project time/effort, which would increase revenue (pay started when projects complete) and client satisfaction

My Contribution –

Project Sponsor, Project Manager, Business Analyst, Admin

Project-managed a proof of concept (POC) client project in Smartsheet to demonstrate benefits

Documented issues with Smartsheet and evaluated additional options, including Jira, Smartsheet, Wrike, ClickUp, Monday, and more

Proposed and got approval to purchase Wrike

Project-managed initial setup of Wrike for templated projects and usage by the client projects team

Outcomes –

After one year, 50% reduction in project time (time to value/launch), which equated to 10% increase in revenue

Challenges –

Minimal budget

Change management

Team Size/Composition -

Primarily solo, including doing configuration/setup, until Wrike selected, then 5 users

Project duration – 9 months

4 months Smartsheet POC with one client

2 months evaluation and procurement

3 months configure and launch Wrike

Budget/Cost - $5k

Tools/Methodologies -

Agile (no scrum)

Jira (old), Smartsheet (POC), Wrike (final)

Google Suite/Confluence - docs/reporting