Summary 

The case shares how CBRE used Wrench SmartProject to manage their project management activities to generate Automatic management dashboards, ensure organizational process compliance.

Challenges 

• Project portfolio dashboards were prepared manually which was time-consuming. 
• There was no provision to ensure organizational process compliance. 
• Resource utilization was manually planned.  
• Managing audits were done manually as the documents were not stored in an organized central platform.

Benefits of implementing SmartProject 

Project Portfolio Management 
WRENCH-Salesforce Integration Capabilities ensured management portfolio dashboards regarding project status are generated automatically.

Process and Compliance Monitoring
Process compliance and guidelines in Project Management are ensured using Electronic workflows and Work Break down structure in WRENCH. These details are monitored closely using Real Time Dashboards.

Managing IMS Audits
Information Management System Audits are managed using Wrench Smart folders, Workflows, WBS and Checklists. Documents stored in Standard wrench Smart folder structure and Wrench Workflow features are used in IMS Audits.

Resource Management
Resource allocation for various projects is Planned and Monitored using WRENCH Resource booking Features.

Training and Meetings Management 
Records of the training provided to employees and project meetings were automatically available in WRENCH. 

HSE Management
Health and Safety process compliance is ensured using WRENCH Workflows and predefined electronic checklists.

Invoice and Billing Tracking 
Invoice and Billing Details are recorded in WRENCH and reports are pulled out with details.

Results

• Automatic Portfolio dashboards. 
• IMS audit managed automatically through wrench smart folders. 
• Electronic workflows and checklist ensuring 100% process compliance.