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Strategy Group Streamlines Project Management Practice with Celoxis

How Celoxis enabled The Strategy Group to streamline project management and boost client satisfaction.

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Strategy GroupDisaster Recovery & PM
Industry
Disaster Recovery, Project & Program Management
Location
US Virgin Islands

About Strategy Group

A disaster-recovery program office replacing spreadsheets with real-time oversight

The Strategy Group is a project and program management firm based in the US Virgin Islands, dedicated to delivering disaster recovery support and strategic project oversight in both public and private sectors.

Challenge to solution

Four reporting pressures, and what Celoxis changed

Initially, The Strategy Group relied on spreadsheets for project tracking — an approach that quickly revealed its limitations.

  1. Before

    Inefficient Reporting

    Report generation was time-intensive, often taking days and limiting timely client updates.

    After with Celoxis

    Reporting Efficiency

    Cross-project Gantt charts and filterable timelines cut report preparation from days to under an hour.

  2. Before

    Collaboration Challenges

    Each project manager had their own tracking methods, preventing comparisons across projects.

    After with Celoxis

    Enhanced Client Communication

    Executive-level reports proved intuitive and actionable, fostering client trust and effective decisions.

  3. Before

    Delayed Decision-Making

    Lacking dashboard functionality, decision-makers couldn't visualize overlaps or address issues promptly.

    After with Celoxis

    Real-Time Updates and Risk Management

    Real-time tracking of tasks and deadlines enabled timely escalation and proactive risk mitigation.

  4. Before

    Version Control Issues

    With no centralized way to manage versions, maintaining consistency and tracking updates was difficult.

    After with Celoxis

    Scalability and Customization

    Duplicating project steps and standardizing lifecycle stages reduced administrative overhead across projects.

Before Celoxis

The struggle with spreadsheets

The Strategy Group manages complex projects in the disaster recovery space, including strategic goal-setting initiatives, high-level construction management, and compliance monitoring. Their projects often scale into broader programs, creating a need for a consolidated view of ongoing work.

In federal compliance projects, missing a deadline or overlooking a dependency could jeopardize crucial funding for their clients — capabilities traditional spreadsheet solutions could not offer.

What was breaking

  • No consolidated view of ongoing work Projects scaled into broader programs, but spreadsheets offered no cross-project view.
  • High stakes for missed dependencies A missed deadline or overlooked dependency could jeopardize crucial client funding.
  • No real-time, cross-project reporting Traditional spreadsheets couldn't offer real-time updates or streamlined reporting.

Celoxis has truly revolutionized our approach to project management. We're now able to efficiently track multiple projects, compare progress, and provide our clients with real-time updates — all in a single platform. The reporting speed alone has been a game-changer, reducing what used to take days to under an hour.

Kayla Austin at Strategy GroupKayla Austin

Results and business impact

Faster reporting, real-time risk tracking and scalability

Transitioning to Celoxis revolutionized project management for The Strategy Group, with quantifiable gains in efficiency and client service.

  • Reporting Efficiency

    Report preparation dropped from days to under an hour with cross-project Gantt charts.

  • Productivity Boost

    Centralized data and cross-project comparisons led to a tenfold increase in capacity.

  • Real-Time Risk Management

    Real-time tracking enabled timely escalation and proactive risk mitigation.

The outcome

Overall, Celoxis proved instrumental in driving operational excellence and achieving desired goals for Strategy Group.

  • Reporting cut from days to under an hour
  • 10X increase in project capacity
  • Federal compliance tracking built in
  • ★★★★★4.6/5 on G2
  • Cloud or on-premise

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