IC Project implementation in the company

Partnerskie Kluby Biznesu

Partnerskie Kluby Biznesu is a business organisation which aims to allow entrepreneurs to establish new business contacts in Poland and in the Czech Republic. Partnerskie Kluby Biznesu is there for enterprises seeking new business opportunities, but also sports clubs dealing with different disciplines and foundations seeking financing for their activity.

Problems

  • There was an acute lack of coherent management of the contractor base, which was a key aspect of the business activity of Partnerskie Kluby Biznesu. The business deals with hundreds of contacts every day in its quest to connect different enterprises for business purposes. Therefore, it was key for every coordinator to have access to the database of enterprises, their lines of business and information about their products or services.
  • The business needed better organisation of tasks-based work, particularly in terms of work with contractors and control of services: which ones have already been provided and which ones are planned.
  • The entire team of Partnerskie Kluby Biznesu works in different places across Poland and the Czech Republic. Therefore, the communication between the coordinators was essential so that circulation of information could be quick, efficient, and organised properly.

Deployment process

It was key for Partnerskie Kluby Biznesu to deploy an entire CRM system combined with project and task management, but in the context of the business’s own processes. Immense work was done by the deployment team, which – based on its experience – offered possibilities to organise work in IC Project; as a result, thanks to the combined effort all processes were adapted in terms of the functions and possibilities of the entire solution. The deployment process included preliminary system presentations and several deployment meetings during which the tool was adapted for the needs of the business. In addition, the team was trained in entirety, albeit in stages, so that the coordinators acquired the knowledge step by step as this was the way in which the management board of Partnerskie Kluby Biznesu wanted to show the new tool to its employees.

Benefits

  • Business got a CRM base which allows every coordinator to quickly find a business of interest and check what services or products the given business offers. The search system was designed in a way allowing searching for every contractor by the defined line of business, source or account, which is very important for quick response and for obtaining key information about a contractor.
  • • Thanks to IC Project, Partnerskie Kluby Biznesu finally achieved combination of the contractor base and the project- and task-based work. A proper project is created for each contractor in the system, which makes it possible to control all activities and services for the benefit of the business. Therefore, everyone knows what has already been done and what not yet.
  • Last but not least, each coordinator was granted access to the full platform, which additionally offers numerous communication possibilities. Given the remote work from many different places, the organisation of communication was crucial – in IC Project, the business uses the built-in messenger, the teamwork calendar or the system of comments in tasks.

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Partnerskie Kluby Biznesu is a business organisation which aims to allow entrepreneurs to establish new business contacts in Poland and in the Czech Republic. Partnerskie Kluby Biznesu is there for enterprises seeking new business opportunities, but also sports clubs dealing with different disciplines and foundations seeking financing for their activity.

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