How DropTask takes center stage at the ‘Zebra Financial’ offices

Frank Xiriha, Managing Director of Mortgage Brokering Company ‘Zebra Financial’, was looking to build a more productive and efficient process for the internal day-to-day operations within his company. With up to 8 stages that client files must progress through before completion, performing duties and keeping on track of status proved to be an issue for Frank and his team, until he found DropTask. By eliminating the hurdles, DropTask provided the team with a complete oversight of the entire business and the processes within it.

‘Prior to finding DropTask, we were searching for a tool that gave us that ‘big picture overview’. This search was not only time consuming but it also turned into a repetitive and boring task.

‘DropTask is now a vital part of our day-to-day operations’

Being an ‘outside the box’ thinker, I made it my personal mission to explore new ways to solve our problem of keeping track of each stage of sale process, while at the same time ensuring that when we found the right solution, it would be an easy transition for the team. After what seemed like forever sifting through various task management platforms, one of the most intuitive and visually pleasing was DropTask. The visuals that I was presented with from the very beginning was a welcoming first impression, and was fun and friendly to work with.

Before making the decision to move to DropTask, we had various methods of tracking our day-to-day processes. Among these methods were spreadsheet software, markerboards and filing cabinets; all proving to be ineffective, overly complex, and required a huge amount of effort to maintain. But with DropTask, staying on track has never been so easy.

Our usual way of managing projects was by using an old fashioned markerboard, but we’ve since upgraded our projects to a 65″ TV which now takes center stage in the middle of our office.

One of the key features we use to manage and oversee stages within projects is the Workflow View. The Workflow View replicates the way we used to try and manage stages on the markerboard, except now we’ve spared ourselves the time of rubbing and re-writing names on the board. The Workflow is easy for the team to use, and has proven to be a seamless transition for us all.

The team LOVE DropTask and the fact it gives them the ability to update tasks even when they are away from the office. The app’s online and offline capabilities and availability on different devices means that work is easily accessible, even outside of traditional working hours. This proved to be the most substantial ability that the app provides, as it guarantees effective collaboration between a range of employees; whether they’re working in the office or remotely.

Going digital with our daily processes has been the best decision that we’ve ever made. To monitor our processes, we create a task to represent each client deal that’s in progress. As the task moves through its own process, in the Workflow view we drag and drop the bubble into its corresponding vertical swimlane. This makes each stage instantly identifiable, and makes knowing what’s in progress and what’s completed visible at a single glance.

The fact that DropTask is overall visually pleasing and user friendly was the main reason why I made the decision to introduce it to my business. The ability to Assign Tasks to members of the team and allocate them to a particular file by simply adding their Avatar image onto a task is useful to the whole team. Everyone not only knows who’s assigned to which task, but with their avatar image displayed on the task circle it reminds them that they’re responsible to complete it. I can’t remember a time without DropTask as it’s now an integral part of our day and how we get work into its completed stage.’

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