Case Study: Idea Planet achieves streamlined workflows and secure project management with Teamwork Projects

How Teamwork Projects Streamlined Workflows and Communication for Idea Planet

Idea Planet, a Dallas-based marketing company (50–100 employees), faced a crisis when their previous project management tools and vendor failed, causing massive data loss and leaving teams reliant on awkward mixes of servers, Excel and email. Seeking an enterprise-grade, user-friendly solution with strong security and vendor partnership, Idea Planet chose Teamwork and implemented Teamwork Projects to replace their unreliable systems.

Teamwork delivered a centralized, intuitive platform—Teamwork Projects—with milestones, Board View, task/templates, repeating tasks, multi-assignee capabilities and robust reporting, all hosted on AWS with twice-daily backups to eliminate the risk of data loss. The result: streamlined workflows, clearer accountability and faster, on-demand reporting for managers, significantly reduced manual work and “immeasurably” increased operational efficiency for Idea Planet thanks to Teamwork.

Idea Planet

Stephanie Deits

Director of Accounting and Corporate Operations