Case Study: ideaHelix achieves improved collaboration, task prioritization and planning with Apptivo

Consulting Services with Apptivo & G Suite

ideaHelix, a leader in business consulting and talent management, was using G Suite for email, contacts and calendars but struggled as headcount and clients grew. Cross-prioritizing tasks across sales, project management, billing and admin became difficult, Google Tasks/Calendar lacked assignment and prioritization, and managers lost visibility into who was working on what—so ideaHelix chose Apptivo to build on their existing Google processes and add collaboration, security and process management.

By deploying Apptivo alongside G Suite, ideaHelix gained centralized dashboards, prioritized task assignment, and a 360-degree view of contacts and projects, which reduced missed activities and cut down internal back-and-forth. Apptivo also unlocked reporting on day-to-day activities and time spent per project, giving management measurable insight for better planning and resource prediction and enabling a smooth move from basic G Suite collaboration to integrated CRM and project management.

ideaHelix