Project Management and Workflow Designed for Marketing Departments
MarketingPilot provides a robust, comprehensive and flexible system for
project management, collaboration and workflow. With MarketingPilot shared electronic project folders are a reality; now you can have all the information about every project and its workflow in one place. MarketingPilot enhances transparency and accountability, and makes it easy to see what each person is doing and to assign work.
The Emphasis is on Speed and Flexibility If there is one thing that characterizes marketing
projects, it's variety. MarketingPilot's project management and workflow features are designed to handle even the most complex and varied workload.
Start Projects Fast
Create project templates - always execute projects using best practices.
Use templates with one click.
Web Portal for project requests.
Maintain a centralized queue for all project requests.
Accept, reject, assign and schedule projects.
Turn on a Dime
Reschedule an entire project with one click; MarketingPilot immediately alerts the entire team.
Add tasks on the fly.
Reassign tasks as needed.
Find projects using text search or filter.
Avoid Surprises
Automatically alert the team if the due date is missed.
Notify users when the project is completed.
Send reminders via Email or Text Message.
Automatically send Email alerts when new projects are assigned, received, and updated.
Manage Tasks
Task dashboards roll-up each user's tasks across projects.
Set start, due and reminder dates.
Categorize tasks to assess and compare performance.
Track how long tasks actually take versus their original estimated time.
Group tasks by stage within a project.
Setup tasks to start when a predecessor is completed.
Sequence tasks in any order within a project.
Automatically update project status as tasks are completed.
Insert additional tasks into a project's workflow any time things change.
Define milestones.
View Gantt charts.
Collaborate and Share
Define Teams to group work and information.
Project dashboard links directly to all related information.
Threaded discussions and notes.
Online file approval, review and markup.
Integration with Adobe Acrobat and Microsoft Office.
Track Critical Dates
Start date.
Due date.
Completion date.
Key milestone dates.
Track the dates of every task.
Set automatic reminders.
Display personal and project-wide calendars.
Manage Files and other important project information
Save detailed project specifications.
Store all the files related to each project.
Track all reviews and approvals for each project.
Make a Creative brief for each project.
Log all project-related email messages.
Track all project notes.
Link the original request to the project.
Track Time
Link all time slips to the project they are for.
Track estimated vs. actual time.
Track Financial Data
Prepare cost and time estimates for the project.
Track job cost and profitability.
Automatically track direct labor costs.
Automatically calculate and clear Work in Process.
Track all project-related purchase orders, expenses, quotes, estimates, RFQs and invoices.
Track all vendors for a project.
Protect
Designate the team for the project. Only team members can access project information.