Inteec Team’s Experience

At our company (Inteec), we’ve always strived for efficiency and transparency in our workflows. We recently adopted SwiftKanban as our internal project management platform, and it’s been a game-changer.

Aligning Strategy with Execution: The Power of Portfolio Kanban

One of the biggest challenges for any organization is ensuring that day-to-day tasks align with the overall strategy. SwiftKanban’s portfolio kanban feature has been instrumental in bridging this gap. We can visualize our entire strategic roadmap, with initiatives represented on a kanban board. This allows us to monitor progress, identify bottlenecks, and make adjustments as needed.

Transforming Our Sales Funnel: Tracking Opportunities and Collaboration

Our sales team relies heavily on SwiftKanban to manage the sales funnel. We can track opportunities (essentially acting as our CRM), visualize their progress through various stages, and collaborate seamlessly with the marketing team. This fosters better communication and ensures everyone is on the same page when it comes to nurturing leads and closing deals.

Boosting Administrative Efficiency: Kanban for Accounting and Audit

Administrative tasks like accounting and audit can often become bogged down in paperwork and lengthy processes. By implementing kanban boards for these functions, we’ve streamlined our workflows significantly. Tasks are now clearly defined, their progress is easily tracked, and handoffs between team members are smooth and efficient.

Connecting Objectives to Daily Actions: Linking OKRs with Tasks

Setting yearly objectives and key results (OKRs) is crucial for any organization. However, ensuring that daily tasks contribute to achieving these objectives can be challenging. SwiftKanban allows us to connect our OKRs directly to activities and daily tasks. This provides a clear line of sight between our long-term goals and the day-to-day actions that drive us towards them.

Overall, SwiftKanban has been a valuable addition to our team’s workflow. The platform’s intuitive interface, powerful features, and focus on transparency have helped us to:

☑ Align our daily activities with our overall strategy
☑ Improve collaboration between departments
☑ Streamline administrative tasks
☑ Connect OKRs to daily actions

If you’re looking for a project management platform that can help your team achieve its full potential, we highly recommend SwiftKanban.