Resource and project planning
A complete ERP management system that centralizes projects, time reporting, reporting and internal communication for a services and consulting group with professionals distributed across the country.
The starting point
Managing a group of companies that delivers auditing and certification services, such as cybersecurity and ISO compliance, with professionals scattered across the country means facing structural and critical challenges: information changes fast, accounting times stretch out and visibility on projects is a luxury reserved for those who have time to cross-reference Excel sheets.
The previous model worked but with limits: each professional communicated their own activities, the managers aggregated the data and spent time making it accessible and shared. Estimates outweighed data.
The problem we found
The problem wasn't the lack of tools or skills, but the lack of a single channel designed for how a consulting group really works: with cross-cutting projects, professionals working on multiple clients at the same time, the ability to communicate issues and requests instantly, and the need to isolate data by role without losing the overall picture.
Technologies used
Centralize project management in a single system
Eliminate the fragmentation between email, spreadsheets and generic tools, giving every professional and manager a unified access point to projects, activities and communications.
Enable time reporting on the move without sacrificing detail
Let professionals distributed across the territory record their activities from any device, with a daily Kanban interface that cuts the time-entry effort from end-of-day to a few seconds per line.
Provide strategic reporting in real time
Build a system of dedicated reports: by project, professional, client, timesheet or aggregated, with the goal of giving managers immediate visibility on margins, progress and resource allocation, without having to 'wrangle' the data.
Guarantee enterprise-grade security for sensitive data
Since it also handles cybersecurity and compliance services, the system must implement secure connections, multi-factor authentication (MFA), isolation of infrastructure components and zero data exposure to the outside.
Focus on features and solutions
Operational Dashboard
Offers an immediate overview of KPIs and metrics: activities to do, open projects and current clients. At a glance, also the projects in progress and the latest communications to handle.
Each user sees only the data relevant to their role. A professional with five assigned activities sees those five — a design choice to ensure focus and minimize operational drift.
Problem solved: no manager has to ask "where are we?" anymore — the answer is on the screen.
Kanban time reporting
Time reporting is essential. Instead of a classic timesheet, we designed a multi-month Kanban view where each day is a row with an immediate 'create' button to quickly enter the hours worked. The filters at the top let you highlight a specific project, a period and a fine granularity.
Problem solved: even on the move, professionals complete time reporting in real time and with a few clicks, not at the end of the month from an approximate recap. The data is always up to date, there are no more estimates.
Secure login and MFA
For contexts where security is critical — and in the world of cybersecurity consulting it is by definition — the platform natively integrates two-factor authentication based on TOTP. The user scans a QR code with Google Authenticator, Authy or any compatible app, and enters the 6-digit code to complete the setup.
Problem solved: projects, margins and client information are protected by a second authentication layer compliant with industry best practices.
Per-project messaging
Communication is contextual: every message is tied to a project or directly to the specific activity. The system shows the author's name, the date and the tag of the associated project, allowing it to be opened.
This eliminates the problem of emails or chat messages that over time 'detach' from the project. The professional in Rome and the manager in Milan read the same thread, in the same context, without ambiguity.
Problem solved: communication no longer scatters across generic channels but reaches only those involved in the project.
Do you have a similar project?
Managing projects, planning and time reporting of distributed resources and operational reporting requires a system built on the real logic of your business.
