Systems

As the company grew, its operational processes became increasingly complex. Project information, purchasing, installations, and invoicing were being managed through separate workflows, making it difficult for teams to maintain a clear understanding of what was happening, who was responsible, and what required attention next. The challenge wasn't a lack of information it was a lack of visibility and connection between processes. The existing Asana environment presented an oppo

A recurring communication gap existed between the business development team, responsible for securing new projects, and the project consultant team, responsible for executing them. During client meetings and on-site consultations, additional requirements and opportunities could emerge that weren't consistently captured or transferred to the execution team. This created gaps in project scope, increased back-and-forth communication, and made it more difficult to develop compreh