Customer Success Stories

Increasing Team’s Productivity by 100% with Birdview PSA

Challenges

The project’s initiation stage took hours of phone meetings

Given the number of people on the client’s project team, all of the initiation and communication was done via phone meetings. The meetings could have lasted hours and were time-consuming.

Disruption of existing workflows due to the lack of process automation

Each of the client’s multiple departments has detailed workflows that are constantly changing due to regulatory changes. These changes were disruptive to the existing workflows at the time.

Project delays, do-overs, and added expenses

Because of disruptions, teams used to overlook and miss essential milestones of a project, resulting in detrimental outcomes.

Solution

Workflow Automation
Life Care Services chose Birdview PSA as its go-to project management solution to streamline processes and create consistency in operations for its numerous teams.
Project Tracking
Since Life Care Services operates across multiple departments, the company required visibility and clarity into its key projects to better track their progress and share data with team members for better collaboration.
Customization
To speed up the project initiation stage and support the team’s daily project needs, Birdview PSA introduced flexible custom templates aligned with the client’s goals and established work style.
Business Intelligence
With the Birdview PSA BI capabilities, Life Care Services’ teams gain greater visibility into their project data with a clear picture of projects’ current statuses and future progress. Also available in Birdview PSA.

Results

Because of the gained visibility and the centralized nature of Birdview PSA (formerly Easy Projects), Life Care Services monthly meetings now last 15 minutes, are sufficient for planning and allow decreasing the initiation and planning time.

Every department can now rely on and use customized templates as consistent patterns to build new projects. Any changes made to the project plan can be made in real time and are available for the entire team. Thanks to automation, the planning process is now 90% quicker. Birdview PSA also triggered notifications for potential disruptions that held team members accountable and ensured that the team never missed another milestone.

Life Care Services, an LCS Company, established in 1971 and based in Des Moines, Iowa, is the nation’s leading manager of full-service senior living communities. Life Care Services provides operations management, marketing, and sales management nationwide for not-for-profit and for-profit continuing care retirement communities (CCRCs), stand-alone assisted living, memory care, and rental communities.

Industry
Healthcare
Department
Integration Services
Team Function
Professional Services
Employee Size
650+

What was replaced

Wasteful phone meetings
Inconsistent project documentation

80%

decrease in error and project rework
75%

decrease in planning and initiation time
40%

capacity increase
99%

productivity increase
20%

decrease in employee stress

Challenges

Solution

Results

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