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How a sophisticated project management system results in efficient employees and satisfied clients

The Challenge

Dream Cabinetry is a busy kitchen remodeling company. They have many clients and numerous details, requests, and revisions to keep track of for each one, all of which were stored on paper. They needed a consolidated place to track all the information.

The Solution

 We set up software that tracks client information and details about each kitchen project. All updates are noted so the entire team can view them and employees can interact and work with each other on the software by commenting on specific clients or projects. Employees can send emails through the platform and check timelines on the system’s calendar, which shows when each part of a client’s delivery is supposed to arrive and the scheduled installation date. The system is role-driven, showing each user the information that is important for their job.

The Results

The software eliminated many tasks from the employee workload. The daily workflow is smoother, with all information easily accessible. The team can take on more clients — and give them superior service. They spend less time on internal work and more time attending to their clients’ needs. A win for all!