ChatPM - Intelligent Virtual Project Management Assistant.

Case Study: ChatPM

Overview

ChatPM is an intelligent assistant and a project management tool designed to make project management work easier and assist teams get their tasks accomplished smoothly. Driven by the latest technologies, including AI, ML, and Data Analytics, and integrated with the popular collaboration platforms, ChatPM improves the team’s collaboration, communication, and project management process. It offers a 360-degree project management platform through which users can comfortably handle different aspects of projects, such as scope, risk, cost, schedules, meetings, pending activities, and more.  

Technology Stack

Next.js
node.js
Outlook
SQL server
PowerBI
Stripe
Bot Framework
mongoDB
Azure Open AI
MS Graph
exchangerates
Express.js
Case Study: ChatPM

Overview

Co-op Cabs is one of Toronto’s largest taxi companies that has been providing safe, reliable, and professional taxi services across Toronto for the last 65 years. Known for their iconic red and yellow cabs, Co-op Cabs wanted to take their customer experience to the next level and simplify the cab booking process. With the goal of engaging more customers, we implemented a Facebook and SMS bot, allowing users to easily book a taxi or estimate fares without relying on a mobile app

Technology Stack

node.js
Stripe
Outlook
mongoDB
MS Graph
Express.js
Next.js
Bot Framework
PowerBI
SQL server
Azure Open AI
exchangerates
Case Study_ChatPM

Problems

Businesses, particularly those with several projects running simultaneously, have always found project management as a tricky field. The client was aware of this usual challenge among most business owners and came up with the necessity of a smart virtual project management assistant, which would handle all project related tasks and information effectively.  

Objective

Our client came to us to create a complete intelligent virtual project management ecosystem. It featured an MS Teams bot that enables the interaction and update of project-related information, a centralized dashboard that enables users to view all project data, PowerBI Integration with the MS Teams bot to allow users to access project information immediately 

Solutions

Here’s how Mindpath designed and implemented an intelligent project management solution for ChatPM. 

MS Teams bot

We developed an MS Teams chatbot that integrates seamlessly into existing workflows. The bot enables users to update information about the project, add or delete project information, and import and export project information, as well as access ChatPM-GPT services directly in Microsoft Teams.

Power BI Dashboards

We incorporated the power BI dashboards into the main ChatPM platform to enable users to have significant information about the project’s performance. ChatPM uses data analytics to provide real-time visual reporting to stakeholders so that they can make informed decisions to improve project outcomes.  

ChatPM-GPT Data Analytics

We combined ChatPM-GPT and the MS Teams bot to enable users to ask questions about the project and get insights in real-time. This saves the hassle of going through long project data or documentation.

Integration with Microsoft Azure

We also deployed the secure and scalable infrastructure of Microsoft Azure to achieve reliability, performance, and data protection. Azure is capable of supporting both data storage and computing services to facilitate a seamless operation and better user experience.  

Results

  • Project Kickoff: The project started with a detailed requirement gathering and organized planning to guarantee full alignment of the stakeholders on goals, scope and deliverables. 
  • MS Teams Bot Development: We were able to develop and launch the MS Teams chatbot, which allows users to communicate with the ChatPM in their current Microsoft Teams setting with ease. 
  • Power BI Integration: Power BI was linked with ChatPM to provide strong analytics and visual reporting that helped users monitor their project progress and make data-driven decisions. 
  • ChatPM-GPT Launch: The ChatPM-GPT feature was introduced to enable the user to obtain instant project information via a natural language query. 
  • Azure Deployment: The entire solution was implemented on the Microsoft Azure, where it could be scaled, highly available, and secure enough to hit the enterprise tier. 
  • User Training and Onboarding: We had in-depth training and gave them good documentation so that they would know hSEE ow to use all the features of ChatPM. 
  • Continuous Improvement: A feedback system was implemented whereby user feedback was constantly collected and implemented to ensure continuous improvements, making the system more usable and efficient. 
Case Study_ChatPM

Milestones Achieved

Successfully delivered a robust WordPress website, an MS Teams bot, and a centralized project management dashboard.

Integrated advanced capabilities such as Power BI and ChatGPT, enabling ChatPM to stand out among other project management tools in the market.

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