Wells Fargo Construction Project Management Software
Banking
Project Management
The Project
Due to the merger of Wachovia locations by Wells Fargo, QPM was selected to provide comprehensive project management services in support of the Wells Fargo ATM Adds and Swaps Program. The programs included over (400) ATM additions and over (1200) ATM swaps, in Wells Fargo and Wachovia locations throughout (13) states.
Based on the quantity of sites and varied locations, Wells Fargo wanted a centralized, dynamic database that had the ability to not only track each site’s progress but to also provide real-time project updates to all project stakeholders.
Wells Fargo was first introduced to QPMProTrack, when QPM used it to manage their Parking Lot Upgrade Program. The QPM system successfully tracked 1,000 project locations, delivered weekly reporting, created summary reports, as well as tracked and provided timely updates against the Key Performance Indicators (KPI) that had been established at the onset of the program. Based on the success of that program, Wells Fargo wanted QPM, once again, to utilize QPMProTrack to manage this large ATM Program.
The QPM Solution
The QPM Team started the process by first evaluating the Program and Project Management Scope of Work:
- Project Set Up and Organization
- Construction Document Phase
- Pre-Construction/Construction Phase
- Project Closeout Phase
Based on meeting with the Wells Fargo ATM Team and evaluating each scope item, the QPM Project Team was able to determine all of the project stakeholders and exactly how the QPMProTrack database needed to be configured to serve their needs. It was imperative that all project stakeholders had the ability to obtain program information, real-time, in the timeframe they needed.
Project Stakeholders:
This Wells Fargo Program had well over (100) project stakeholders including Wells Fargo Property Managers, Wells Fargo Security Team, Wells Fargo Security Team Manager, Branch Managers, Security Equipment Vendors, ATM Equipment Vendors, Architects, General Contractors, as well as the QPM Project Team.
As is common to most projects, each of these stakeholders was utilizing their ‘own’ tracking format, whether Microsoft Word or Excel, to track project details and none of these tracking mechanisms could be shared or used by other stakeholders or provide real-time project updates. QPMProTrack offered the means of gathering all project data from all stakeholders and creating a single, collaborative repository, in real-time, for all of the necessary project data and details.
Wells Fargo also had strict security level requirements and only specific individuals were to be given access to all program data. It was imperative the database be designed with the correct security levels in place which would allow the correct project stakeholders to have access to only the information they needed.
QPMProTrack Configuration:
Based on the meeting with the Wells Fargo Program Team, our QPM Project Team understood that QPMProTrack needed to be configured to provide:
- Monitoring of project controls such as budget, schedule and timing
- Security level controls for over (100) project stakeholders
- Exact program user fields
- Date sensitive reminders for Project Milestones
- Project updates/notifications
- A repository for all uploaded site surveys, photos and drawings
- Automated weekly agendas for the weekly conference calls
- KPI Tracking
- Automated notifications to the :
QPM Project Team - When Wells Fargo Property Manager released a location for survey or when permits were received
Architect - When site surveys were completed
General Contractor - When site drawings were uploaded, so permit process could begin
Wells Fargo Property Manager – When site proposal was uploaded by general contractor
- Specific program tracking reports
- Updates to the program schedule
- Track and monitor punch list of deficiencies found at site level
- Construction progress
- Invoice tracking and status
- Lien waver status
The Results
QPMProTrack successfully monitored and tracked over (1200) locations for the Wells Fargo ATM Programs monitoring the scope of work, schedule, reporting, KPI’s, project documents, as well as maintain the needed security levels resulted in a successful project being completed within the project timeline and budget.
Today, QPMProTrack has been utilized by multiple clients and has successfully tracked over 30,000 programs and projects including photos, as well as drawings. This web-based, proprietary system is secure, customizable and provides real-time project data to all users. QPMProTrack has become the preferred project management software for many of our clients. Some clients have decided to use QPMProTrack on additional projects – even those not being managed by QPM.
QPMProTrack is an easy-to-use, web-based project management tool optimal for construction projects and multi-site tracking. Document and manage project plans and history in a collaborative, secure, customized environment. QPMProTrack allows you to take control of your projects while providing cost savings and peace of mind.
Learn more about QPM ProTrack.
