Streamlining Project Management for a Consulting Firm

The Client

A growing operations consulting firm managing 30+ concurrent client projects with a distributed team of 15.

The Challenge

Project tracking lived in scattered spreadsheets and email threads. Team leads spent hours each week compiling status updates. Missed deadlines were discovered too late, and there was no standardized process for project kickoff, milestones, or client handoffs.

The Solution

We designed a structured project management system: standardized project templates with automatic task generation at kickoff, milestone tracking with automated progress updates, weekly status reports compiled and delivered automatically via Slack, and escalation alerts for overdue items that notify the right manager immediately.