Problem: Disconnected tools, unclear roles, and slow follow-up on opportunities.

Outcome: Unified cloud workspace with clear accountability and faster follow-up, eliminating data loss.

Action

• Mapped decision rights and operating cadence across teams.
• Standardized cloud tooling (docs, CRM, comms) with access controls.
• Set up reporting pipelines for pipeline health and task ownership.

Outcome

• Clear accountability and faster follow-up on leads.
• Unified workspace reduced context switching.
• Leadership visibility into throughput and blockers.

Related service: Operations & Reporting