• Finalized a Smartsheet-based finance and project tracker
  • Built Excel inventory tracking model for warehouse logistics
  • Defined new processes for survey scheduling and documentation
  • Connected field teams and execs with updated project visibility tools

The Solution:

Improve internal project workflows, communication, and financial tool development for a national real estate firm.

Tools were unfinished, internal systems were inconsistent, and there was no standardized way to track warehouse inventory or rollout field projects.

The Challenge:

The Vision:

CONSTRUCTION

deliverables:

Impact:

  • Financial tracking dashboard
  • Inventory management spreadsheet
  • Process documentation
  • Survey + field rollout timeline
→ Increased reporting accuracy and internal team accountability
→ Simplified communication between office and field teams
→ Provided structure for future internal onboarding and PM processes