Industry
Accounting and Professional Services
Employees
1000+ people
Challenges
- Fragmented Information
- Limited Collaboration and Visibility
- Scheduling Challenges
- Duplication of Effort
The CPA Canada Story
CPA Canada is one of the world's largest national accounting organizations, representing over 200,000 professional accountants. The organization plays a vital role in financial standards, auditing, and certification.
Challenges Before Project Insight
- Fragmented Information: Data was scattered across systems, making project oversight difficult.
- Limited Collaboration: Siloed systems led to miscommunication and delays.
- Scheduling Conflicts: Difficulties aligning team calendars with project needs.
- Manual Processes: Duplication of effort due to disconnected tools.
Why Project Insight?
- Single Source of Truth: Unified platform for project-related data with custom dashboards.
- Improved Collaboration: Real-time access breaks down silos between departments.
- Better Resource Management: Capacity planning tools optimized team allocation.
- Actionable Reports: Detailed reporting features for project health and performance.
- Smart Scheduling: Outlook and Teams integration enabled intelligent scheduling organization-wide.
The Results
- One hub for projects, people, and reporting
- More collaboration between teams and leadership
- Stronger alignment between calendars and project timelines
- Faster, smarter decisions with better visibility