Project Management and Workflow Designed for Marketers
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.

Collaborate and Share

• Project dashboard links directly to all related information.
• Threaded discussions.
• Online file 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.

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.

Metrics Measure Performance

• Monitor and improve job cycle time.
• Track workload.
• Measure Staff Realization and Utilization.
• Track project request performance.

US + 1.847.864.4777 | sales@marketingpilot.com | UK + 020 8133 9847 | uksales@marketingpilot.com