Streamlining Efficiency for Innova Northwest

Overview
Innova Northwest approached us with a challenge: their sales team faced inefficiencies in managing project photos and information during site walks. Manually emailing pictures to themselves often led to lost images or miscommunication, especially when team members left or changed roles. This presented a significant obstacle in preparing accurate bids for their projects.

Our Approach
We recognized the potential for a more efficient process and implemented a solution that transformed the way their sales team operates:

• Project Board Implementation: We utilized Trello, a versatile project management tool, to create a project board tailored specifically for their needs. This allowed for easy organization and management of site walk tasks.

• Mobile Integration: By having the sales team download the Trello app on their phones, we empowered them to take photos directly within the app during site walks. This eliminated the need for manual emailing and reduced the risk of losing important images.

• Automatic Upload and Organization: With photos taken directly in Trello, all images are automatically uploaded and organized when the team returns to the office. This streamlined process ensures that the sales team can easily access the information needed to compile their bids without unnecessary delays.

The Result
The implementation of this simple yet effective process significantly improved the efficiency of Innova Northwest's bidding process. The sales team now enjoys a more organized approach, leading to more accurate and timely bids, ultimately enhancing their overall productivity.

Project Status
This was a truly enjoyable project, and we are thrilled to have helped Innova Northwest streamline their operations. Our collaboration has laid the groundwork for ongoing improvements as they continue to grow and adapt their processes.