DIGITAL STRATEGY AGENCY
PALADIN TECHNOLOGIES, INC., FORMERLY JCS CONSULTING, IS A SAN DIEGO-BASED DIGITAL TRANSFORMATION AGENCY that partners with enterprise-level brands to enable them to work more collaboratively and effectively across multiple devices. With over 200 clients on their roster, Paladin helps facilitate the planning, build, launch, and ongoing management of their clients’ internal networks or external customer communities.
Each client engagement features the participation of multiple internal teams. Sales leaders, account executives, strategic planners, engineers, finance, and administrative support all have a hand in successfully meeting their clients’ goals. Each team leverages discrete tools to organize and manage their specific responsibilities; Salesforce, JIRA, Slack. And, that’s just the start!
For client relationship managers, it is challenging and labor-intensive to fully grasp the status of projects and get updates from the team. Each platform works great on its own, but, they are disconnected from each other. How do managers get the information they need, in a timely way, and engage teams without spending their days diving in to multiple systems, corralling the data they need, and sending emails and waiting for responses?
Paladin tried a few, more expensive, business intelligence and management platforms before coming to Tonkean. While the data consolidation was good, they found it impossible to access details on individual action items. Those platforms were too high level. With Tonkean, Paladin can gain insight at 30,000 feet, and drill down in to specific tasks.
With Tonkean, Paladin creates Tracks for each client engagement, and Sub-tracks for each action item and deliverable. Sub-tracks are assigned to owners, and relevant data from the specific platforms those owners use is dynamically accessed providing client relationship leaders with the awareness they need.
With the A.I. Bot, teams are pinged for updates, responses posted to the Tonkean platform, and relationship managers alerted via Slack and email – automatically and in real-time. No writing emails. No waiting. Nothing slipped through cracks.
For demonstration purposes only. Not actual data.
Tonkean’s seamless integration with Paladin’s other platforms ensures adoption and success. Full users utilize the platform to gain the insight they need, while team members need only respond to A.I. Bot update requests. There is nothing new for team members to learn or complex systems to on-board across the company.
“With Tonkean, I don’t need to worry about things unless I should be worried about them. I track only the things I need to track, and know what is going at each stage of any project.“ said Wes Goldstein, VP of Client Engagement at Paladin Technologies, Inc. “We haven’t missed a deliverable since we implemented this 18 months ago.”
Not one deliverable!