Implementing a business process automation system: how Sailet Project optimizes project management

Controlling business processes is insanely difficult! Employees, documents, systems, and processes... information gets lost in 100500 chats. And the processes have become significantly more complex. At the same time, management needs to see the full picture for each employee. We had the same problems, so we developed the Sailet Project platform first for ourselves, and now we successfully offer it to the market. Read this article carefully to find out how we deal with operational issues.

If a company works on several projects simultaneously, then it definitely faces the following challenges:

• Lack of transparency in processes.
• Delays due to manual task monitoring.
• Issues with reporting and document flow.
• Low responsiveness when solving problems.
• Difficulties in controlling resource allocation.

How does Sailet Project solve these issues for us?

1. Role-based distribution and specific areas of responsibility for each employee

Sailet Project offers flexible access settings for each role, allowing each employee to see only the data they need:

• Administrator controls all processes, including finance and general tasks.
• Specialists/Employees get access only to their own projects, tasks, and notifications.
• Managers/Project Managers monitor the progress of work but cannot change tasks.
• Accounting gets access to the document processing workflow.

2. Setting up individual processes

The system allows you to adapt business processes to your needs and tasks. The system has the ability to:

• Change the system interface.
• Move, add, or remove blocks of information.
• Set up custom notifications and reminders.

3. Complete project and task management

The system provides automatic creation and distribution of tasks, gathering all information within the project.

• Assign performers, co-performers, dependent tasks.
• Monitor statuses, execution deadlines.
• Send notifications for overdue or upcoming tasks.
• Attach reports, photos, videos, and other documents;
• Collect comments and the complete history of managing the project and each task individually;
• Automatically generates a Gantt chart;
• Marks control points for each project;
• Records the time spent by performers, expenses, and income within the project. 

4. Interactive analytics panels (Dashboard)

Managers get access to real-time analytical data on projects:

• Charts and graphs of task completion.
• Financial control.
• Monitoring employee performance.

5. Electronic Document Management

The system enables: automating document signing, simplifying report submission, and tracking task status.

6. The system tracks the status of applications

Clients can submit requests, such as problem-solving ones. For us, these include: Complaints, Suggestions, Bugs, Consultations. As a manager, you clearly see the path to resolving the issue.

7. Client Personal Accounts

The client sees all the information about their project in real-time. You control exactly what to display to them. For example, a list of tasks, a Gantt chart, the entire history of actions on the project, project files, invoices, hours spent, etc.

8. Events

The system includes a unified calendar where you can view and manage events, see start and end dates of projects, key tasks, vacations. Schedule events with your team and clients.

9. "Team Management" module,

where you can keep all employee data and necessary documentation for each one separately. Share information with employees and evaluate their effectiveness.

We will showcase use cases of Sailet Project in project management in our future publications. Subscribe to stay tuned!