Planzone and web agency Woptimo

Customer: Woptimo, web marketing agency: natural referencing, web analysis, web usability
Author's note: Magalie, web marketing project manager SEO, content and web usability.

"Planzone, a project management tool as simple as it is effective"

The daily management of twenty large projects with different strategies involves choosing an effective tool for project management. For the agency SEO Woptimo, Planzone fulfills the mission with flying colors.

A Collaborative tool

“The advisory and support activities of our web marketing agency Woptimo require juggling several projects for different clients; tasks and budgets can often be very different.
Woptimo manages specific projects eg: auditing linkings over a period of 3 days for a website that has 1000 visitors per month, verifying the quality of the links that help position the website on Google. In addition, the agency works, over a period of two years, with websites that receive over 500,000 visitors every month in projects of strategic coaching in natural referencing. Working on an ongoing basis with these projects means that Woptimo's input must be adaptable: time passes, the project's size alters ... everything changes.

Within the agency, Planzone has become a collaborative tool that can adapt to these situations. Each team member can sign-in to check for more detail on the projects undertaken by the agency and at the same time report his/her own activity.

As part of project management, Planzone allows the spread the activities and tasks between employees. In addition, the automatic sending of emails listing the tasks assigned to each employee, as well as the required completion date, is a great time-saver. This does not replace a team meeting where face-to-face exchanges are valuable but it is a useful logistical aid. It enables employees to be more autonomous in advancing in his/her activity.

The ability to attach documents and wikis to the project also allows access to all elements (written information, screenshots, reports sent to the client) exchanged internally or with clients.
The flexibility of Planzone is also a plus point. The activities, tasks and/or the schedules can be changed at any time, allowing the project to be rewritten, taking into account the effects of accomplished tasks.

The template as a process monitoring device

The use of project managment templates is well suited to the consulting activities we offer to several clients. In fact, we have created several templates, each of which corresponds to a service that we offer, making the registration of a new project in Planzone much faster. It suffices simply to assign dates and the resources needed to customize a new project. In addition, the template provides an activity framework for the entire team and includes the processes to be followed until completion.

Login with a Google Account

Another service that we really like is the automatic connection from your Google Account. This is a detail but everyone appreciates saving a few minutes.

Visibility on project progress

Finally, for the Director Sebastien Monnier, SEO expert and Webanalysis, Planzone allows him the visibility he needs of the progress of all of his teams' projects through scheduling, the allocation of resources among employees and filling-out of time sheets.

Ramp-up

Our use of Planzone has intensified at the same pace as the growth of our agency. We use it more every day, as new customers and new employees join our agency. We are using the features more fully, tailoring our use of the SAAS project management to our needs. We find the customization of the tool and the resources available from support are particularly valuable. "
Thanks to Magalie and the Woptimo team for sharing their experience with the Planzone community.

The Planzone team