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The client specializes in simulation-based training programs that help governments and private organizations prepare for complex geopolitical and operational challenges. Their exercises relied on manual coordination, making it difficult to scale or maintain real-time control during multi-day, multi-player tabletop exercises (TTXs). They needed a flexible, secure digital platform where participants and exercise controllers could collaborate dynamically.
The client had a proprietary survey and analytics product designed for Fortune 1000 companies to assess and improve IT performance. Organizations used it to capture stakeholder feedback, track performance with actionable data, and prioritize initiatives that drive business value. However, the backend processes were largely manual -- dashboard queries required hand-editing for each client, data entry was error-prone, and onboarding new team members took approximately three months.
The team needed a task management system tailored to their specific workflow, but existing solutions could not accommodate their unique processes for task creation, assignment, and monitoring. Clear visibility into task statuses was critical, and close collaboration between the project manager and development team was necessary to define the exact workflows and project structures.
The company relied on Excel to track purchase orders, invoices, and expenses. As the business grew with teams across four countries and a unique inventory-free model of purchasing and selling products, existing off-the-shelf ERP solutions could not accommodate their specific workflows. They needed a centralized system that preserved their exact business model and process flows while providing real-time analytics.
The company wanted a comprehensive project management view combining financial data from QuickBooks, project management data from Procore, and project updates from Google Sheets. With limited technical resources, integrating data from all these sources into a single system without building a full custom ERP was a significant challenge. They needed project insights, costing, profits, and change orders visible in one place.
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