Outcome

Our first customer reported efficient tracking and a doubling of their project portfolio – achieved with minimal customer onboarding and a self-explanatory interface.

The problem

As companies grow, the complexity of managing various projects simultaneously becomes a daunting task.

We identified a common challenge faced by top management in an energy company: The inability to efficiently track the progress of both small and multi-million-dollar projects. The traditional status reporting methods involve numerous meetings, emails, and complex spreadsheets, leading to information overload and inefficiency.

The idea

Sourcing International envisioned a solution that would streamline project reporting by focusing on essential information and presenting it in a visually intuitive format.

The idea to combine and simplify project status reports into a single, easy-to-read heatmap view was born in early 2018.

The MVP

We swiftly developed a minimum viable product (MVP) to validate the concept.

This involved digitising the project portfolio reporting process. The initial version integrated an online form into a website to create a seamless experience for project managers. Although data processing initially remained manual, positive feedback and increased demand validated the viability of our approach within a few months.

The launch

heatfolio officially entered the market in 2019.

Comprehensive documentation and user training ensure a smooth onboarding experience, and we continue to refine the application and introduce new features. Behind heatfolio is a dedicated team with a clear roadmap for the future.

Key features of heatfolio

Key results

We successfully onboard clients with comprehensive documentation and a set of training activities. Our first customer was extremely satisfied with the tool and expressed overwhelming confidence. They doubled the number of projects they could handle and involved another department.

The future

heatfolio has successfully transformed the way organisations manage and report on their projects. It offers a dynamic solution that enhances efficiency, collaboration, and strategic decision-making. The future holds great promise for the application and the companies it serves. The story of heatfolio is not just one of software development; it is a story of innovation, perseverance, and the power of transforming challenges into opportunities. The best is yet to come.

The team

Product Manager, Full-stack Developer, Alumnus

Consultant

Product Designer

It’s working

“Using heatfolio, TAG is able to report the status of its projects in a transparent way. With the focus on scope, costs, and time – split into actual and forecast – the triple constraint in project management is taken into account, and the RAG reporting functionality provides management with a quick overview. A simple authorisation concept allows reporting by different departments. Using the app is so easy that even newcomers require only a very short introduction. The implementation of the tool worked smoothly and change requests have been realised in a very professional manner. We look forward to the next phase of enhancements.”