Service
Project Management (PMO)
We build the systems your project management office runs on: project intake, resourcing, scheduling, field work, and status reporting, all connected to the CRM so nothing gets lost between the sale and the delivery.
Also called project operations or PMO operations.
What we implement
Sale-to-project handoff
Closed-won deals create projects or work orders automatically, carrying scope, contacts, and dates with them.
Field Service
Work orders, scheduling policies, and the Field Service mobile app for teams that deliver on site.
Capacity planning
Resource and skill tracking so you can see who is available before you commit to a start date.
Status reporting
Project health rolled up from the systems where the work happens, not from manual status slides.
Change control
Scope changes captured in the CRM so finance and account teams see them the same day.
Where AI changes the work
- Claude drafts weekly status reports from tickets, notes, and timesheets for a project manager to review.
- Statements of work are summarized into project checklists at handoff.
- At-risk projects are flagged early from slipping dates and unanswered client messages.
Platforms
How an engagement runs
- 01
Audit
We map how work actually moves through your systems today: objects, fields, automations, reports, and the spreadsheets people use to get around them.
- 02
Design
We agree on the target process and data model, and decide which steps stay human, which get automated, and which an AI agent can own.
- 03
Build
Configuration, automation, integrations, and agent setup in a sandbox, tested against real scenarios before anything reaches production.
- 04
Run
Launch, training, and a support period. We measure adoption and fix whatever people are working around.
Questions we hear
Do you run our PMO for us?
No. Your project managers run the projects. We build and connect the systems they work in, so intake, resourcing, and reporting happen automatically instead of in spreadsheets.
Do you implement Salesforce Field Service?
Yes, including work order design, scheduling policies, and the mobile app.
Tell us what's stuck.
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.