Tech R&D Company

3D Currax Solutions
Peta & Sue helped to bring all the pieces of our growing company together into one organized series of workflows and processes which allowed us to focus on what we all do best. ~ Barry Mills

Years working with Sheldrake & Ross

The Problem

As this new company began to receive funding and grow in size, systems were needed to take care of all aspects of the business and free staff to focus on their areas of expertise.

The Solution

We determined that Podio would be a great all-in-one system. We set up a variety of workspaces for each aspect of the business. This included:

  • Finance (expenses, handling, budgeting, funder tracking)
  • Design (tracking and assets for all design projects including branding, website and product design)
  • HR/Personnel (vacation tracking, staff roles, Myers-Briggs test results for each employee)
  • PR & Marketing (social media planning/calendars, marketing assets, blog ideas/posts and competitor/industry information)

Within each workspace, we included a Knowledge base section to be used for onboarding and for ongoing reference by staff. All processes, procedures and documentation were in this section. Meeting notes were also kept under each workspace.

All contacts are held within Podio. Contact management was one of Podio’s weaknesses for a number of years, but has greatly improved in the last year or two.

One of the most important uses of Podio that we implemented was task management for all employees. Employees were also able to use this platform for online chat.

Products We Love

To find out about using Podio in your business, contact Sheldrake & Ross or go directly to the Podio website.

Why They Needed Us

Task management through Podio saved a huge amount of confusion, duplication of work, improved communication and overall increased productivity.

Podio provided a stable platform for the company to grow. Functionality could be easily added as required without requiring expensive programming hours.

For this client we also implemented Ring Central to handle incoming calls and a WordPress website.

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