Walnut Advertising is a full-service advertising and marketing agency that operates across multiple industry verticals including pharmaceuticals and FMCG. Managing diverse campaigns with distinct workflows, creative pipelines, and approval processes, the agency needed a robust project management platform that could adapt to the unique demands of each vertical while providing unified visibility across the organization.
Walnut Advertising faced significant operational challenges in standardizing and tracking progress across multiple project stages, each with distinct workflows tailored to different industry verticals. The agency struggled with:
Each vertical (pharma, FMCG) had unique project stages and approval processes, making it difficult to standardize tracking and reporting across the organization.
A prior attempt to self-implement Zoho Projects had failed due to insufficient configuration, lack of customization expertise, and inadequate user training.
The team had no effective way to monitor task time allocation, identify rework cycles, or measure milestone achievements across active campaigns.
Without proper training and role-specific guidance, team members were reluctant to adopt the platform, leading to continued reliance on manual tracking methods.
Tech Magify delivered a comprehensive, three-pronged implementation approach designed to address each of Walnut Advertising's unique challenges and ensure lasting platform adoption.
Tailored Zoho Projects setup aligned to each vertical's unique processes, including custom project templates for pharma and FMCG workflows, milestone definitions, task dependencies, and stage-gate approvals specific to each business unit.
Conducted targeted training sessions designed for different user roles across the organization, from project managers and creative directors to account executives, ensuring each team member understood exactly how to leverage the platform for their daily tasks.
Provided ongoing optimization and troubleshooting support after go-live, ensuring the platform continued to evolve with the agency's needs, addressing edge cases, and fine-tuning configurations based on real-world usage feedback.
The expertly configured Zoho Projects implementation delivered tangible improvements across Walnut Advertising's operations, transforming how the agency manages campaigns and tracks performance.
Complete visibility into workflows across all verticals with real-time progress dashboards and stage-level tracking.
Reliable tracking of milestones and rework metrics enabling data-driven decisions on campaign timelines.
Streamlined project management processes resulting in significantly improved time efficiency across all teams.
Successful platform adoption across the entire organization through targeted training and ongoing support.
Expert-led implementation makes the difference between a tool that gathers dust and one that transforms operations. By aligning Zoho Projects to Walnut Advertising's actual workflows and investing in role-specific training, Tech Magify turned a previously failed implementation into a platform the entire agency relies on daily.
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