“We are at the 'set it and forget it' stage in our reporting data structure and the accompanying reports and dashboards, and the apps were a big help with it.”
Paulo Limgenco, VP of Business Operations, YPrime

YPrime’s growth was stifled by difficulties in scaling up processes. Then, there were the limitations of the native reporting capabilities. But the biggest challenge was streamlining and maintaining data integrity in Jira. Manual work led to inefficiencies and reporting inaccuracies.

“Part of the difficulty we were having, both outside and inside Jira, was the streamlining and cleanliness of our data as an organization. It was a two-part problem—finding the right solution, and working with the organization to simplify and develop their data discipline at the same time.“
Paulo Limgenco, VP of Business Operations, YPrime

These challenges affected both middle and senior management. Previous attempts included sending data between Jira and their business intelligence platform and required direct extraction and manual input of data. That led to inconsistencies and operational challenges.

“The problem was when you’re inputting data into this application manually, the way it’s inputted is the way it’s coming out. When it came to reporting, there were inconsistencies in the data and challenges associated with growing the business.”
Paulo Limgenco, VP of Business Operations, YPrime

The YPrime team tested multiple marketplace options to solve these challenges before deciding on Rich Filters and Dashboard Hub Pro. Their requirements included:

Data security,
Seeing whether the app could meet their needs and deliver value during the trial period,
Seamless Jira integration and trouble-free implementation,
Finding ways to develop consistency across all Jira data,
Streamlining the input and data storage so that no employee can manually interfere with the process,
Improvements on the reporting side. YPrime felt Jira reporting left a bit to be desired – in terms of consistency and ease of reporting and dashboards.

After YPrime evaluated the apps internally, their licensing partner, Computer Design & Integration LLC (CDI), handled the licensing and implementation of the apps. Appfire apps weren’t the first ones in consideration, but they were the best fit of all the ones tested by YPrime.

“We had three or four free trials before we landed on the apps we really wanted to use. It wasn’t intended to tackle our different challenges through a single vendor as Appfire, but that was a nice coincidence.”
Paulo Limgenco, VP of Business Operations, YPrime

Without realizing it at the time, YPrime made a great decision by choosing two Appfire apps rather than apps from different vendors. This gave them access to a unified Trust Center and Support team, streamlining the process of resolving all their questions and issues about both apps in one place without the need to contact multiple providers.

Rich Filters and Dashboard Hub Pro: The streamlining duo

So, how did the two Appfire apps make YPrime’s lives easier? The answer lies in data centralization, advanced filtering, and seamless visualization. Ensuring that all project, product, and customer data flow into the reports is crucial for YPrime. Using Rich Filters helps the company maintain data consistency, which translates into accurate reporting.

“In our organization, we just want to get it to a point where it's 'set it and forget it.' You set it up up front, and then everything filters through in a no-touch seamless situation all the way down to the reports.”
Paulo Limgenco, VP of Business Operations, YPrime

YPrime uses Dashboard Hub to turn key data points into easy-to-read, impactful charts. One example is the Progress Tracker gadget, which was enhanced based on feedback and feature requests from customers like YPrime. Now, users can easily add the Progress Tracker to any dashboard, providing clear, at-a-glance insights into the status of various universes, initiatives, and epics.

For a company managing multiple projects across diverse clients, reporting at different levels of granularity was essential. Ease of use was also high on the priority list.

“The ability to consolidate and congregate information about all projects and clients into a consistent dataset and a more simplified intuitive report and dashboard were the two pieces we were looking to tackle.”
Paulo Limgenco, VP of Business Operations, YPrime

The two apps work together to combine data centralization and granularity. Rich Filters consolidate Jira data, and Dashboard Hub’s metrics help visualize it, allowing management to gain critical insights more easily. Plus, thanks to advanced filtering capabilities, managers can drill up and down between high-level overviews and detailed analyses. The impact is noticeable across the management team.

“We have a dashboard that reports on the status and quality of each of our products, projects, and clients. It’s probably the most visible and prevalent dashboard we use at the management level. We use Rich Filters to control specific widgets on that dashboard so you can either highlight key data points associated with a project or client or filter down the dashboard to look for a more holistic view of a specific client or project.”
Paulo Limgenco, VP of Business Operations, YPrime

Two apps, three areas of impact

The combination of Rich Filters and Dashboard Hub has impacted YPrime in three ways.

1. Time savings that drive financial impact

The first is time savings, which was the company’s goal from the beginning. Every hour saved is an opportunity gained. YPrime turned time savings into measurable financial impact—saving by as much as hundreds of thousands of dollars.

“The quantified savings based on time saved or people or teams is exponential in nature. Even 10 hours saved on a team member per month can be quantified under significant savings from the organization. […] If you want to quantify that over multiple resources, annual savings can go from tens of thousands to hundreds of thousands.”
Paulo Limgenco, VP of Business Operations, YPrime

2. Enhanced project management and data reliability

Another area is the ease of project management from the maintenance perspective. The automation of YPrime’s processes has increased data reliability and reduced the number of errors.

“The ability to reduce manual data inputs on a daily or weekly basis and then have to troubleshoot what’s causing data or reporting discrepancies drives a sense of confidence and security with the teams and individuals managing and utilizing these reporting tools.”
Paulo Limgenco, VP of Business Operations, YPrime

3. More efficient meetings with real-time, accurate data

Lastly, the apps help management teams run meetings more efficiently. With accurate and neatly visualized data at their disposal at all times.

Paulo recognizes the value of Appfire apps and realizes the more they are used throughout the organization, the more benefits they yield to the business.

“It's something that, the more you commit to it, the more it pays off. I think our organization is quite open to the concept of change, and by leaning into the options available and fully committing as an organization, you start to see the real benefits.”
Paulo Limgenco, VP of Business Operations, YPrime

About YPrime

YPrime is a pharmaceutical technology company dedicated to advancing science and health by simplifying the complexities of clinical trials. Their configurable platform delivers speed, quality, and certainty, offering 50% faster IRT startup times and 47% faster eCOA launch times.

YPrime's solutions streamline patient enrollment and randomization, capturing high-quality data throughout studies. With a commitment to exceeding industry quality standards, YPrime empowers better health outcomes.

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YPrime’s journey to data efficiency with Rich Filters and Dashboard Hub

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