Internal operations · Live demo
Project status updates by voice
Takes each engagement manager's weekly status update by phone, updates the project tracker and puts any decision needed on the partners' list.
Talk to Ivy at Pellbridge Consulting
Pellbridge Consulting is made up. Ivy is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Weekly status reports fall due when engagement managers are on client sites or travelling. They get written late at night, or not at all, and partners walk into their review without the real picture.
How it works
- Takes the update by phone in a few minutes, from wherever the manager is
- Asks the same questions every week: done, next, status, top risk and decisions needed
- Updates the project tracker, including the green, amber or red status
- Adds decisions and red projects to the partners' Friday review list
- Emails the manager a written summary to check
What it connects to
- Ryan (engagement manager)Hi Ivy, weekly update for Norhaven.
- AgentThanks Ryan. Norhaven warehouse review, week 6 of 10, amber last week. What got done this week?
- Ryan (engagement manager)Shenzhen site visits are finished and the cost model's built. But we still don't have inventory data for the two Shenzhen warehouses.
- AgentGot it. Is it still amber, and do you need a decision from Priscilla?
- Ryan (engagement manager)Still amber. I need Priscilla to call Alan Tse about the data by Monday, or the final report date moves.
- AgentUpdated. Norhaven stays amber, with the late Shenzhen data as the top risk and a request for Priscilla to call Alan by Monday. It's on her list for Friday's partner review, and I've emailed you the written summary.
Illustrative conversation. Names, numbers and details are made up.
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