Project Management System Implementation

Project Management System Implementation

Client: B2B Services company

A services company looking to implement a project management system (platform and process) to improve communication and efficiency across the organization. The solution had to solve multiple business objectives including usability, detailed project tracking and business reporting.


Evaluate team challenges to establish clear project requirements, co-lead platform evaluation, implementation, socialization and adoption.


Help organization transition to a company-wide project management system.

Project Components:
  • Project objectives, team, implementation plan and roadmap.
  • Platform evaluation including meeting with various sales teams and establishing priority criteria.
  • Co-manage implementation including legacy system migrations.
  • Develop in-person orientations and a library of over 50 tutorial screencasts to assist in the transition.