Use Case

One program hub for a multi-region platform migration

A global eye care company is migrating its B2B ordering platform across roughly 20 markets at once. PMO, IT, Engineering, deployment, and local market teams needed one place to track deliverables, dependencies, and go-live readiness instead of copying tasks between market spreadsheets by hand. Airtable now runs the Gantt timelines, dependency links, and multi-source rollups that give leadership a single, real-time view of the program.

The problem

A migration to a new B2B ordering platform touching roughly 20 markets meant 20 sets of tasks, timelines, and dependencies, each tracked in its own regional spreadsheet. Leadership had no consolidated way to see where any given market stood against the rest, and tasks were copied by hand between sheets to keep local and global views aligned.

Dependencies between workstreams were hard to see in a spreadsheet, so predecessor and successor tasks slipped without warning. Template drift crept in as each market adapted its own tracker, which made a single leadership rollup nearly impossible to trust.

What they built

PMO and IT built a shared Airtable program base with deliverables, tasks, and subtasks linked by dependency, rendered as Gantt and timeline views with automated predecessor and successor links so a slipped task flags every task behind it.

A multi-source sync consolidates data from the regional workstreams into one base, feeding leadership dashboards that filter by region and milestone. Readiness checklists track each market through development, migration, and hypercare phases, and a Jira integration keeps engineering tickets tied to the same program timeline.

The outcome

PMO and leadership now see program status in real time across time zones instead of waiting on manually assembled rollups. Dependency tracking surfaces at-risk tasks before they cascade, and the standardized base structure ends the template drift that came from 20 independently maintained trackers.

The account reports clearer visibility and collaboration across markets, with proactive risk identification now built into the same views leadership already checks for milestone status.

Inside the solution

Multi-Region B2B Platform Migration Program Management

Project & Portfolio Management

  • Deliverables, tasks, and subtasks with dependency tracking
  • Gantt and timeline views with automated predecessor and successor links
  • Multi-source sync consolidating regional data for rollups
  • Leadership dashboards with region and milestone filters
  • Readiness checklists and launch phase tracking across dev, migration, and hypercare
  • Need for real-time status across time zones
  • Difficulty visualizing dependencies in a spreadsheet
  • Template drift across many region-specific trackers
  • Leadership demand for consolidated visibility by region and milestone
  • Manual copying of tasks across roughly 20 market spreadsheets
  • Centralized visibility and reduced manual coordination
  • Clearer dependency tracking and scalable dashboards
  • Standardized workflows across markets
  • Improved live visibility and collaboration
  • Proactive risk identification
  • PMO
  • IT
  • Engineering
  • Deployment
  • Local market teams
  • Jira
Build out this use case

Multi-Region B2B Platform Migration Program Management

Run a multi-market platform migration from one base: link deliverables, tasks, and subtasks by predecessor and successor, watch the critical path on a Gantt timeline, and clear the same launch readiness gates in every market. Automations open the standard kickoff task, flag a deliverable at risk the moment a task slips, and email a Monday digest, while AI columns draft the market status briefing and the dependency risk call for you.

Multi-Region B2B Platform Migration Program Management - Overview dashboard
How it works

From market-by-market spreadsheets to one program view

Copy the templates

Start from the project resource management template above for tasks and owners, add the portfolio management structure for the region-by-region rollup, and use the scope of work template to standardize what each market commits to.

Link dependencies across markets

Connect predecessor and successor tasks so a slip in one market automatically flags every downstream task, instead of surfacing only when someone notices in a review meeting.

Sync and roll up

Bring regional data into one base with a multi-source sync, then build leadership dashboards that filter by region and milestone so nobody assembles a rollup by hand again.

FAQ

Frequently asked questions

Each market's deliverables, tasks, and subtasks live as linked records in a shared base, with a multi-source sync consolidating regional data so leadership sees one rollup instead of 20 separate trackers.

Automated dependency links and a multi-source sync. Tasks and their predecessor and successor relationships update in place, so nobody re-enters the same milestone in multiple sheets.

Readiness checklists track each market through development, migration, and hypercare phases, giving PMO a consistent gate to clear before any market goes live.

Independent trackers drifted from each other in structure, which made a trustworthy leadership rollup nearly impossible. A shared base with standardized fields ends that drift while still letting each market track its own tasks.

Not for the program tracking itself. The structured dependency and milestone data this program already maintains is exactly the kind of input that could support future AI-assisted risk flagging.

Reading document head…