Project Management Project Details
Advice Media was a small scale company, with a few high-profile clients and many years of success in it’s industry: digital marketing for medical professionals. After acquiring two of it’s competitors within a six month period, and nearly 400x-ing its client-base, Advice Media found itself in need of a bit more formal procedure than the small company had previously instated. I raised my hand at the chance to turn that potential chaos into actual profitability.
Step 1 – Identify the Players
As a Project Manager I was responsible for working between teams (Sales, Development, and Digital Marketing) to get the client from Day 1 (point of sale) to day X (launch of website and services) as quickly, thoroughly, and friendly as possible.
As depicted in the chart below, each phase of this on-boarding process was completed by separate departments: Design, Marketing (Visibility), and Development.
EACH PHASE OF THE “BUILD” OUTLINED ABOVE
Step 2 – Determine How Each Player Effects the Next
Although each team was responsible for completing tasks within their own phase, it was apparent to me that there were times where certain tasks within the on-boarding process needed to be completed by a member of one team before a member of another team could complete their next task – the teams were not fully autonomous. This created several potential bottlenecks as teams were also not inherently accountable to the members of other outside teams.
TASKS WERE SPLIT INTO DELIVERABLE CHUNKS, AS TO FURTHER DELINEATE RESPONSIBILITY BETWEEN TEAMS AND TEAM MEMBERS.
I took the time to not only clearly define each team’s piece of the on-boarding process (shown above), but also mapped out each individual task’s dependencies (shown below) so that any team member could easily see how the completion or initiation of any one task would both effect and be effected by the next task. This clarification shed light on which tasks were in fact of a “higher priority” than the next.
THE “DEVELOPMENT BUILD” SECTION HAS BEEN EXPANDED TO SHOW HOW CERTAIN TASKS CAN NOT BE COMPLETED UNTIL PRIOR TASKS ARE FIRST COMPLETED.
Step 3 – Follow Through
A system such as this needs to be as fluid. Our system, for example, has continued to change since it’s inception. The foundational processes outlined in the original template, however have remained and enabled us to launch hundreds of websites without missing a single step.
Step 4 – Deliverable Product
Dr. Bertolino came to us looking for Website Design, Development, and various Digital Marketing services including Organic Search Optimization. I was Dr. Bertolino’s exclusive Project Manager for the course of his on-boarding, and built his site by following the system showcased above. See his new site, and experience below:
Meet Dr. J. Bertolino
“…I am Dr. J. Bertolino…I wanted to take a moment to tell you how satisfied I have been in this brief relationship… Austi is a delightful, friendly voice at the other end of my smartphone. She has made my experience so far terrific. She is competent in her field, accessible, and reassuring. Austi to date has addressed all my concerns, and with the help of her team has made my time with your company fun, engaging and most of all a learning experience. I hope the rest of your staff is as good as Austi. Please give her the praise she deserves and my best. I hope the rest of our relationship will be fruitful.”
— J. Bertolino MD | March 2015