Supported a professional services team onboarding new projects with limited ops bandwidth and frequent handoffs. Manual setup and hidden dependencies kept kickoff slow and inconsistent.
Diagnosis preceded build, and scope plus billing standards were documented as the entry gate. The kickoff workflow was mapped, a single owner-backed checklist was codified, and shared templates plus automations were built for repeatable setup.
Verification: checklist completion and peer review against acceptance criteria were required before handoff.
We share outcomes without exposing private client data; deeper metrics available on request.
Relevant services
