ESBG’s Success with Project Insight

How ESBG stopped overcommitting and undercommitting to projects. With PI, they gained real-time visibility into resource capacity and allocation.

With Project Insight, I can fully leverage our capabilities. Before, we were either under-committing or over-committing. Now we have a very clear picture of what our sweet spot is, and we can basically ride that sweet spot in terms of the project work that we’re doing.

- David Borkowski, Director of Strategic Accounts

Industry

Design Agency

Employees

< 25 people

Challenges

No centralized view of company-wide project status
Difficulty managing resource allocation
Manual data entry into QuickBooks for billing

The ESBG Story

During their busy season, ESBG runs up to 15 simultaneous projects, many with sub-projects. Outlook and email couldn’t keep up. They needed software for task tracking, time tracking, and real-time resource allocation.

Why Project Insight?

ESBG needed “mission control”—a single place to see and manage all projects. Project Insight delivered the functionality they were missing:

Unified project view across the company
Templates for standardized project setup
Custom fields for tailored workflows

The Results

Company-wide project oversight from a single platform
QuickBooks integration for faster billing
True resource allocation across team members

Read Other Success Stories

See All Success Stories ->

ICU Medical earned a huge tax credit when PI showed them how to monitor and report on all of their R&D projects more effectively.

How California Coast CU reinvented their resource management, capacity planning, and reporting, saving valuable hours in the process.

Takeda unified project management, replacing spreadsheets with a centralized solution that boosts productivity for repeated projects with over 1500 tasks.