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Published November 20, 2024 in if.team blog

if-team — ITSM Solution for Effective Project Management in IT Companies

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Vladyslav Chesnokov

Copywriter, if.team

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Oleh Frolov

CEO, if.team

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if-team is an ITSM solution for companies looking to streamline project management in IT. The system combines all processes in one place, makes it easy to manage tasks, track team progress, and calculate costs in real time. This gives companies full control over workflows and a transparent picture of project progress.

Problems faced by companies without an ITSM-solution when managing multiple IT projects

We will determine how the lack of ITSM solutions complicates the management of multiple IT projects, consider the key issues, analyze each of them in detail, and offer effective methods to overcome them for the successful implementation of all project initiatives.

Lack of transparency and control

Without a complete overview of projects, it’s hard for managers to understand where the team is at or where deadlines are burning. As a result, important details can go unnoticed, leading to delays and cost overruns. For example, it’s like in a team where everyone does their part, but no one sees the big picture: one employee wastes time on a small task, while the entire project is threatened by a serious problem that no one notices.

Uneven distribution of resources

When resources are allocated without taking into account priorities, some projects may have excess people and time, while others are left without the necessary support. This leads to delays and reduced quality of work: one department receives an excessive budget to develop a small feature, while another lacks funds for a critical product update.

Problems with communication

If communication between teams or between managers and performers is not properly established, situations can arise when tasks are performed in the wrong direction or to the wrong extent. Problems can arise even with clearly defined tasks if there are difficulties in sharing important information between project participants or between different levels of management.

The complexity of project prioritization

Determining which project needs the most attention and which can be postponed is often difficult, especially when all tasks seem important. Without clear prioritization criteria, projects can get mixed up and resources can be spent inefficiently. This leads to important tasks not being completed on time and less critical tasks receiving more attention than necessary.

Lack of synchronization between teams

When teams work on different aspects of the same project without proper coordination, delays and errors occur due to mismatches between their actions. Without synchronization, some work may be done twice or go unnoticed, making it harder to complete the project on time and to the expected quality. This can lead to wasted time correcting errors that could have been avoided with closer interaction between teams.

Difficulties with process scaling

As a company grows, it becomes more difficult to track the effectiveness of existing processes, making it harder to identify problems in a timely manner. Without clear visibility into all stages of workflows, it is difficult to take the necessary steps to optimize and avoid delays or inefficiencies. As a result, the company may not be able to adapt to the growing volume of work and lose control over the quality of tasks.

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What is an ITSM-solution and how does it help manage multiple IT projects

ITSM (IT Service Management) is an approach to managing IT services that allows companies to effectively organize, monitor, and control processes at all stages of the service and project lifecycle. An ITSM platform combines all processes in one place, allowing you to automate management, improve communication between teams, and ensure transparency at all stages of work.

Companies often have several IT projects running in parallel, and without proper control, it is difficult to track the progress of each of them. This is where an ITSM platform comes in, allowing you to:

  • Centralize all processes. All projects, tasks, and statuses have their place in a single system. This allows you to avoid duplication of work and keep everything under control.
  • Automate routine tasks. Sending notifications, status updates, and reporting are automated processes, so managers can focus on more important issues.
  • Improve communication. All project participants have access to up-to-date information, which avoids misunderstandings and simplifies interaction between teams.
  • Ensure transparency. Each stage of the project can be tracked in real time, which helps managers identify problems and adjust the strategy in a timely manner.

But basic ITSM solutions don’t show the real costs and profits for each project. Managers only see the overall numbers, without detailing the costs of delays and other processes. This can make a project seem profitable when it’s actually unprofitable. Such estimation errors prevent them from making the right decisions for the company’s development.

At if.team, we understand the importance of proper process organization and full control over each stage of the project. That’s why our ITSM platform has all the necessary features to effectively manage multiple projects simultaneously: centralized cost tracking, process automation, improved communication between teams, and flexible scalability.

In addition, we customize the platform to the needs of each client, taking into account the specifics of their business and individual requirements. Thanks to constant feedback from our clients, we are constantly improving the system to ensure maximum efficiency and achieve the desired results in each project.

How if.team ITSM tool helps solve problems with managing multiple projects

We’ll discuss the most common problems in IT project management and how if.team solves them. We’ll show specific tools and features of the system that help managers effectively control all processes and resources in several projects simultaneously.

Easy cost management and budget control

Without a centralized tool, companies often face the problem of cost overruns, when it is difficult to keep track of each individual project. This leads to inefficient use of resources and failure to identify necessary budget adjustments in time.

if.team solves these problems with simple and convenient financial tools. The platform allows you to effectively control costs, track payments, and forecast expenses in real time.

Each project has its own financial picture, where you can see planned and actual costs, as well as easily track cash flow on accounts. This way, you can always identify cost overruns or savings opportunities in time, ensuring the stability of your company’s finances.

Centralized project and task management

Managing multiple projects at the same time is a challenge, especially when each project has its own specific stages and features. Without a centralized approach to management, it is difficult to ensure effective communication between teams, timely completion of tasks, and accurate budget control.

Each project in if.team has a separate page where all the necessary information for effective management is collected. Here you can view all tasks, stages (iterations), project participants and managers, as well as keep track of costs and expenses.

All data is filterable, which allows you to quickly find the information you need, analyze the current state of the project, and respond quickly to changes.

Tools for accurate estimates and forecasts

Without a clear system for tracking employees’ work and assessing their progress, difficulties in planning and forecasting results can lead to uncertainty, delays, and cost overruns. It’s important to be able to accurately estimate how much time will be spent on tasks and how it will affect the overall project.

if.team provides tools for accurate estimates and forecasts based on the actual state of work performed by employees. You can track how much time each employee spends on tasks, as well as get accurate data on the overall progress of the project.

if.team adjusts forecasts based on actual performance and allows you to take into account changes in workflows. This makes it possible to create more accurate plans and forecasts, minimizing risks and ensuring timely completion of tasks within the budget.

Real-time reporting

Without modern reporting tools, tracking expenses and project progress can be time-consuming and inaccurate. The efficiency of reporting becomes critical when decisions need to be made to adjust workflows or finances.

if.team allows you to receive real-time reporting. You get access to all important project metrics without having to wait for manual data collection.

The platform generates up-to-date reports on cash flow, income and expenses, and task completion, which allows managers to have a clear picture of the current state of the project without unnecessary delays.

Main features of the if.team ITSM solution for managing multiple IT projects

if.team offers everything you need for comprehensive IT project management: from setting up iterations to accurate cost tracking, automated reporting, and advanced team management. The ITSM tool allows you to effectively organize each project and provide easy scaling of processes to manage many projects simultaneously. Below is a closer look at if.team’s features that make IT project management clear and productive.

Team and role management

To help teams work more efficiently, if.team offers a set of tools for managing roles, access rights, and work organization. Each tool provides maximum clarity in the tasks and responsibilities of each team member. Let’s take a closer look at each of them.

Tool for assigning iterations

Assigning clear iterations is the basis for effective project planning and organization. Without such a division, tasks can look too vague and deadlines can be uncertain. Iterations allow you to define clear milestones, which gives the team a clear understanding of what needs to be done and when.

With if.team, you can not only create such milestones, but also adjust them if necessary, if the project changes or needs adjustments. Each stage can be tied to a specific task by setting deadlines, responsible parties, and resources. This allows you to clearly see progress and respond to any changes in the workflow in a timely manner.

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Iterations also allow you to divide large tasks into smaller ones, which makes the project more manageable and reduces the risk of delays. By being able to create repeatable iterations for ongoing tasks, such as regular updates or checking results, you can keep the rhythm of your work. This is especially important for large projects, where a clear sequence of stages is the key to success.

Flexible configuration of access rights

Each project has its own structure, and in different situations, different participants should have different levels of access to data. Failure to properly organize access rights can lead to information leaks, delays in completing tasks, or errors due to unnecessary access to important documents.

With if.team, you can customize access rights to each element of the project. This means that each team member will have access to only the data they need to perform their duties. For example, a project manager can have access to financial reports and the budget, while a foreman can only access tasks and deadlines.

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This helps to avoid unauthorized access to confidential information and allows each employee to focus on their own responsibilities. In addition, flexible customization allows managers to quickly change access in the event of a change in team roles or the emergence of new members. This adaptability is especially important in a dynamic environment where projects are often adjusted in real time.

Tracking of working hours

Effective time management is key to the success of any project. Without accurate time tracking, it’s hard to know if the team is working efficiently and if the project is on track to exceed the planned time budget.

With if.team, you get accurate information about the time spent on each task and iteration, which allows you to identify delays and adjust workflows in time. Each team member can record their hours of work, and managers can see the overall picture. This allows them to analyze which stages take the most time and optimize the workflow.

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This tracking also helps you make decisions based on actual data, not assumptions. For example, if a task is delayed or takes longer than expected, you can find out the reason why – whether it’s the complexity of the task or the inefficiency of certain stages of work. This allows you to respond to problems in a timely manner and optimize resources, which helps keep the project on time and on budget.

Creating projects and subprojects

Without a clear structure in projects, it is difficult to keep focus on the main goals and achieve the necessary results. The if.team platform allows you not only to create main projects, but also to add subprojects that can be customized to different stages of work.

Dividing a large project into smaller parts allows you to more accurately define goals and monitor their implementation at all stages. Each subproject has its own goal, budget, and timeline, which makes it possible to better allocate resources and maintain clarity in the overall plan.

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This structure makes it easier to control costs and deadlines at every stage of the work. You can see exactly where delays or cost overruns are occurring and make quick decisions to adjust the process. This allows you to maximize efficiency without losing sight of the overall project goal.

Cost and budget management

Effective cost and budget management is the foundation of every project’s success. When resources are limited, it’s important to control finances and avoid cost overruns to complete work on time and within budget.

If.team’s expense management tools provide real-time cost transparency, help you forecast your financial position, analyze profitability, and make timely decisions. This section will help you understand the main features that make financial management easier, more reliable, and more flexible.

Budget burn rate chart

The budget burn rate graph is an important visual tool that allows you to see how rationally resources are used and whether the balance between expenses and budget is maintained. By displaying the rate of spending over a certain period, this graph shows whether finances are moving within or exceeding the planned limits. Such a tool allows you to identify problems in advance, avoiding the shock of finding out that the budget is exhausted halfway through the project.

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The schedule helps managers make strategic decisions. If the rate of spending is high, it may mean that you need to reconsider resource allocation or prioritize tasks. This tool makes it easier to adapt to changes and create more accurate forecasts for the future. In addition, the budget burn rate chart is an effective tool for transparent reporting to customers and shareholders, showing them how and where funds are allocated and whether the project is on track to meet financial obligations.

Analysis of project profitability

One of the most important aspects of project management is understanding whether the resources invested are justified and whether the desired result is achieved. If.team’s profitability analysis allows you to see the full picture of the project’s financial efficiency by comparing costs with the results obtained. This is especially useful for projects where commercial benefits or significant long-term effects are expected. Using this analysis, managers can determine whether it makes sense to continue the project in the current format or whether it may be worth changing the approach to increase profitability.

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The profitability analysis tool allows for an in-depth assessment of each stage of the project, taking into account which tasks require the most resources and whether they bring the appropriate return. In addition, such data helps in planning future projects, allowing you to assess financial risks and potential profits based on previous experience. Managers can thus make informed financial decisions that support the organization’s sustainable growth and efficiency.

Organization of the client base

Організація клієнтської бази — ключ до ефективної роботи компанії. Правильне збереження та обробка інформації про клієнтів забезпечує зручний доступ до даних і допомагає контролювати фінансові процеси та взаємодії.

if.team пропонує інструменти для ефективного управління клієнтською базою, відстежуючи активність клієнтів та їхні платежі. Це дозволяє підтримувати високий рівень обслуговування та приймати зважені рішення на основі актуальних даних.

Saving customer information

if.team provides convenient storage and organization of customer information. All important details, such as contact information, history of cooperation, and special conditions or requirements, are stored in one place, making it easy for each team member to access the data. This allows any member of the team to quickly get complete information about a customer, which improves the quality of service, as employees can quickly respond to customer requests based on their individual needs.

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In addition, if.team keeps the data up-to-date by updating information at every interaction with the client. This means that any changes in client details or terms of cooperation will be immediately available to the team, which helps to avoid misunderstandings and loss of valuable information. Organizing data in this way also helps to ensure that the work with clients is coordinated, regardless of changes in project participants or responsible persons.

Tracking active customers and their payment status

With if.team, you can track the payment status of each client, ensuring timely monitoring of financial transactions. The tool allows you to not only view the current status of each payment, but also set reminders for upcoming payments or send notifications about delays. This reduces the risk of payment delays and helps maintain a stable cash flow for the company.

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In addition, the ability to track active customers at different stages of payment allows you to analyze the financial situation more deeply and make informed revenue forecasts. if.team offers managers and analysts tools for analyzing payment trends and customer stability, which allows them to plan actions in advance to maintain stable cooperation and identify possible problem areas in payments.

if.team ITSM solution is an ideal tool for managing IT projects based on the example of Webnauts

Webnauts is a successful IT company that has been specializing in the development of websites, online services, and mobile applications since 2018. Since its inception, the company has grown rapidly, covering new technological areas and projects of great complexity. In a few years, Webnauts has achieved significant growth: the team has increased more than 17 times, and the project portfolio has 30-40 tasks per month. However, the company’s growth was accompanied by serious operational problems.

One of the main problems was the increase in operational workload, which could not be controlled without a proper management system. Oleg Frolov, CEO of Webnauts, recalls how he was drowning in daily operations and could not focus on important company development strategies because of the constant struggle with organizational problems. In addition, it was difficult to balance the growth in the number of employees and projects with the available tools.

Before the company turned to if.team, Webnauts used a number of tools that did not provide effective management. Excel and Bitrix24, while providing some basic accounting capabilities, could not meet the company’s growing needs. Tasks, finances, and strategic planning were reduced to manual data entry and the use of several different platforms, which greatly complicated processes.

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The key moment was the full-scale war, which led to the refusal to use Russian software products and the search for new business management solutions. Webnauts drew attention to if.team, an ERP system that had all the necessary functions for time tracking and project management. Integration of if.team began at the beta testing stage, which allowed us to quickly adapt to new conditions.

One of the main problems that if.team solved was managing finances and expenses for each project. Previously, separate programs were used for this purpose, but manual data entry took up to 30 hours a month. With the integration of financial functions into if.team, this process was greatly simplified. Managers were able to quickly create projects, divide them into iterations, and monitor the financial status in real time.

Results of if.team implementation:

  • Reduced costs and saved time. Thanks to the integration of if.team, Webnauts was able to reduce the time spent on budgeting and financial reports, which in turn saved from $250 to $350 per month. This was achieved by automating processes and integrating all data into a single system.
  • Improved project management. After integrating if.team, the company was able to clearly monitor deadlines, progress, and costs on each project, which increased team efficiency and ensured a high level of customer satisfaction.
  • Optimization of resources.
  • The implementation of the system allowed the company to optimize resources and gain greater transparency in financial matters. All projects, tasks, and budgets are now available on one screen, which has significantly improved the decision-making process.

Thus, the use of if.team has become an important step in the development of Webnauts.
The system not only solved existing scaling problems, but also helped to significantly improve operational efficiency and financial transparency.
Implementation of if.team helped the company not only withstand the difficulties of the war, but also reach a new level of business management.

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