How PROFIFLEX always sees tasks in the right light thanks to Freelo

Veronika Planíková asks on behalf of Freelo
David Čechman, Managing Director of the company, is responsible for PROFIFLEX

Published:

Immediate transfer of information, traceability of the work with the task (who completed it, who changed the deadline) and a quick overview of the projects - these are issues without which PROFIFLEX can no longer imagine any implementation of shading technology. With Freelo, they provide customers with such design support for atypical projects that the competition is not up to it.

End information lost in email and spreadsheets

In PROFIFLEX they started with internal communication like most companies, i.e. via telephone, Excel, erasable board and e-mail. But a lot of things got lost there for good. Plus they grew every year, so it wasn't sustainable at all. So in 2017, they started looking for a tool to really get their contracts under control.

”At some point, we became ”copiers and forwarders of data”. It started to hold us up and our efficiency was declining. There was no other way but to start looking for a system that would help us with this.”

David Čechman – Managing Director

The choice then fell on Freelo because:

  • It was and still is a simple tool suitable (not only) for smaller companies.
  • Communication in dealing with the implementation was fast.
  • They support a Czech company.
  • Good price as a cherry on top.

Freelo has fulfilled expectations and now PROFIFLEX is the largest company for the implementation of shading technology on building contracts in the Czech Republic.

Expectations met: tasks under control and more effective team communication

They create a new project for each order, where the whole company communicates from sales, through production with implementation, the warehouseman and the whole process ends in the finance department. All these people have their dedicated To-Do sheets, labels and a clearly defined project workflow.

Figure 1: A view of the entire contract across departments. Source.

Thanks to the fact that they communicate about all orders in Freelo, just looking at the list of projects gives them a bird's eye view of what is currently in progress and what is finished.

Figure 2: A view of the projects where the label shows who is responsible for it and who is invited in the project.

💡 Tip Freelo

Templates work great for onboarding new team members.

Because PROFIFLEX creates new projects from a template, it is a matter of moments, the projects have a standardized form and nothing is forgotten.

Figure 3: This is what the part of the template from which projects for contracts are created looks like. Source.

Individual departments then deal with the tasks that need to be handled within each contract. The Task Description makes it clear what needs to be done. They also set the solver and deadline, or priority, for the tasks.

”It is important that each task has a solver and a deadline for completion.”

David Čechman – Managing Director

The history of changes is saved so that they can later trace who made changes to any of the attributes. A discussion can take place right at the task when colleagues need to ask questions.

Figure 4: Task detail with description, solver and deadline ensures that no information is missed.

In addition to projects where project = contract, they also have other projects that relate to, for example, the running of the department. They have also set up training processes and guidelines that clearly define how to work with Freelo, which helps especially newcomers.

Figure 5: Rules help to work with the tool transparently. Source.

Most popular features in Freelo

  • Templates that allow them to set up a project for a new order in no time and not forget anything.
  • Task labels that filter tasks on the Dashboard.
  • Project labels that let them see who is responsible for entire projects.
  • Tasks and their attributes: solver, deadline, priority, assignment in the Description and change history are the grist of all work with Freelo.

Employees today accept Freelo nicely: They know it saves them time

When Freelo was introduced, the reactions were mixed. It was new and people were worried. As part of the Freeelo rollout, they mapped out processes and adjusted them where necessary. So it was a longer-term thing. David Cechman says that at the time they could afford trial and error and were inspired by articles on the Freelo blog. In today's size, he says they would approach it with more preparation.

💡 Tip Freelo

In addition to a free consultation, we offer assisted onboarding, during which an experienced consultant will help management develop a plan for implementing Freelo, including preparing for onboarding users into ”live” projects. All this within a few weeks to months (depending on the needs of the company).

”The team members accept Freelo brilliantly. They understand that we can't move forward without it and that it saves them a tremendous amount of time.”

David Čechman – Managing Director

They work with Freelo on a daily basis both asynchronously and together in meetings as needed in the department. Either way, a properly assigned task is only in Freelo.

Figure 6: Freelo is also useful in meetings. Source.
3000 days
1000 comments
450 projects
46 active users

Tip na závěr

”A task without a deadline, as if it didn't exist. A task without a solver, as if it didn't exist. Don't invent complex project structures in Freelo until you've mastered the basic functionality.”

David Čechman – Managing Director
Field Production & Sales
Team Trade, warehouse, designers and more
Team size 50
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