Project Tracking System

Customer Profile

Sector: Construction
Industry: Consulting Services

The construction consulting company specializes in obtaining construction project permits for their clients in the City of Chicago. They manage the day-to-day requirements of navigating Chicago’s Department of Buildings’ policies. They understand that time is money and expedite the approval process to get their clients the building permits they need quickly and accurately.

Business Situation

The company manages many different types of construction projects. Each project type has a different set of tasks that need to be completed. Goldmine Customer Relationship Manager (CRM) was being used by their Project Managers to track projects. As the business grew, Goldmine became inefficient and a customized system was needed to enable their Project Managers to work more effectively.


Project Tracking System

The new system designed by SQL Server Programmers has many advantages. One advantage is the time saved by the Project Managers. When the Project Managers are assigned a new project, they can now select the type of project they are working on and have all of the tasks that need to be done automatically created. Previously, they had to select a project type and add each task manually. This took time and created the possibility of missing a task or entering one in error.

Standardized System of Setting Up Projects

In addition, a standardized process for setting up projects is now in place. Tasks are set up in the system and each project type is assigned tasks in the proper completion order. This provides the Project Managers a standard predefined set of tasks automatically created in the proper order for project completion.

Integration with Goldmine CRM

The system is integrated with the company’s Goldmine CRM, eliminating redundant data. The system automatically integrates clients and their projects from Goldmine. This integration process helps keep the project tracking process streamlined and accurate.

Improved Customer Service

The system also enables the Project Managers the ability to customize client notifications regarding project status. Emails can be sent at any time by a Project Manager or automatically set up to email the client on predefined days of the week. Client emails include itemized information on the status of each task and details the progress of their permit approval process.

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About us

SQL Server Programmers is a database consulting firm specializing in Microsoft technologies. For over twenty years, we have assisted hundreds of companies nationwide. Our staff has extensive experience working in various industries to develop systems that manage business information. We develop desktop database solutions and integrate these solutions with the web to create data-driven websites. Our firm is a Microsoft Certified Partner, and our developers are Microsoft Certified Professionals.