What's included

• Project Management Systems Build (Full Setup or Migration)

  Design or migrate your full project management system for clarity, accountability, and scale. I build structured, automated workspaces in ClickUp, Asana, Monday, Jira, or Trello—helping teams move from scattered tools to a cohesive, integrated operations hub.

• Discovery & process mapping

  Deep-dive into your workflows, roles, and recurring projects to define structure, permissions, and automation needs.

• System architecture + workspace setup

  Build from scratch or migrate your system into a clean, scalable hierarchy (spaces, projects, boards, pipelines).

• Template library design

  Standardized task, project, or sprint templates for consistent delivery and faster team onboarding.

• Automations & integrations (5–8 total)

  Smart workflows across tools using native automations, Zapier, or Make (e.g., task creation, status updates, notifications).

• Dashboards & reporting views

  Custom visibility dashboards for leaders and teams to monitor progress, blockers, and metrics in real time.

• Cross-platform migration (optional)

  Migrate projects or data between tools (e.g., Trello → ClickUp, Asana → Monday) with data cleaning and setup support.

• Loom walkthrough + implementation guide

  Recorded training video and step-by-step guide for managing, updating, and scaling your new system.

• 1 revision + optional live training

  Refinement session or 30-minute live training for adoption and team alignment.