Client Success
Project Management
FULCRUM GROUP
Their Dilemma
OUR SOLUTION
While our initial survey of Fulcrum Group’s needs led us to recommend one project management tool, leadership had a different platform they wanted to try. We set this up, discussing the ideal usage process and best practices to ensure leadership’s vision and strategy were met. After an initial trial period using the tool of their choice, our client asked us to implement the solution we had originally proposed.
Lift Group guided the purchase and procurement process, then led the implementation effort and trained our client’s staff on how to use the tool. We were thrilled to get full adoption from Fulcrum Group, with executive leadership gaining their desired visibility over projects and the rest of the team collaborating more effectively. As a result of this success, they brought us in for fractional operations support in a push for more efficiency and productivity.
THE VALUE
Using Lift Group as fractional operations support has led to numerous cost savings for Fulcrum Group. With our help, they have been able to maintain the appropriate amount of attention and focus on their operating processes without bringing on a full-time employee, and retiring disused software and its related licenses has offered additional savings.
As important as strong communication is for keeping operations running smoothly, it can waste time if not managed effectively. At Fulcrum Group, executive leadership were aware that they needed a clearer understanding of how their client projects were progressing. In part, this was due to a lack of standardized project management, so they brought Lift Group in to implement a project management tool.
The organization was already successfully leveraging other platforms like Microsoft Teams for chatting, but they wanted to apply a project management software solution, train the team on how to use it, and establish best practices for the future.