The customer: Meet Pilancy
Pliancy is a tech-enabled professional services company that offers IT solutions to bold, emerging companies. The organization helps companies streamline their use of technology by offering services such as file and identity management, security, and reporting.
Patricio Pace is Pliancy’s VP of Operations. He oversees business operations and internal information technology. He also collaborates with other stakeholders at Pliancy to identify inefficiencies and scale systems within the company. Patricio’s main focus is building repeatable, consistent systems and teams that deliver results.
Patricio has been with Pliancy since 2016, when there were only seven employees. Since then, the company has grown significantly. He currently manages a high-performing group of four employees, but at one time, he was overseeing nearly 100 individuals.
Before Fellow, Patricio shared with us that his team at Pliancy was struggling to communicate effectively while experiencing such rapid growth.
Let’s take a look at how Fellow has helped Patricio streamline operations at Pliancy.
The challenge: Standardizing communication as teams grow
If you want a business to succeed, you must streamline your communication processes. Doing so will improve your business output, increase sales, and can even increase employee satisfaction and retention!
Patricio noticed that the company was having a hard time communicating effectively when the team grew to about 30 people in 2019. Patricio and his colleagues were relying on Google Docs to take meeting notes but knew that the tool wasn’t a sustainable long-term option if they wanted to keep organized.
When Patricio and his team started using Fellow, they also began using meeting agendas to build great meeting habits. You know what they say: no agenda, no attenda.
After implementing Fellow, Pliancy brought in Asana for all their project management needs, and Fellow’s integration between the two made it easy for Patricio and his team to capture action items and have them sync automatically to their projects in Asana.
Additionally, using Fellow made the Pliancy team more intentional about their meeting practices. Using collaborative meeting agendas, the team could begin determining if each recurring meeting in their calendars was necessary.
With consistent use, Plliancy’s fast-growing team was able to reclaim lost time and focus on what matters.
The solution: Creating a standard for meetings and communication
Asynchronous work allows employees to maximize their productivity without waiting for others to complete tasks! It’s an essential practice for remote and hybrid companies with employees that work across time zones.
Pliancy has used Fellow to adapt to asynchronous work with ease as a team with employees across the United States. Pliancy employees can work smarter by reviewing notes, taking a look at relevant links, and getting familiar with supporting documents before the meeting begins.
Patricio himself is a fan of jotting things down and collaborating in writing, which he is now able to do with collaborative meeting notes in Fellow. He is also able to set up recurring meetings for himself every morning that help him get organized for his day.
When we asked about his favourite Fellow features, Patricio was quick to mention our array of templates. We’ve distilled everything you need to know about meetings in ready-to-use templates so that you don’t have to start from scratch. You can even create your own templates to suit your team’s needs.
After a one-on-one training session with Fellow’s onboarding team, Ariel and his team also began using the tool to its fullest capacity.
Results: Consistency and efficiency across the company! 🎉
With access to Fellow’s tools and templates, Pliancy can make sure their work across the company is consistent.
Fellow has helped Patricio and his team commit to more structured meetings too!
Meeting efficiency at Pliancy isn’t the only thing that has improved. In fact, the company’s leadership team was so encouraged by the new and improved meeting processes that they now have each person rate the quality of every meeting on a scale from one to 10. If a particular meeting receives a low rating, the group can improve it or change the structure moving forward.
Plus, Patricio and the team can now create systems that can help the company scale and team grow!
