The experienced team at GP Reeves knew that implementing change was a process best done in moderation. With that in mind, they began to introduce FreeAgent one step at a time. First, they began to input all of their account data into the FreeAgent platform. This would pay immediate dividends for the sales team as they would go from a series of disparate spreadsheets and processes to a single source of truth for all of their accounts. Now, their entire client history was accessible with just the push of a button, and any communications, notes, orders, and the like were captured and time-stamped. This single step allowed for much greater collaboration than was possible before and transformed their reporting process from a burden to an asset. Team members could see their budgets updated in real-time, allowing them to make more informed decisions. What’s more, they could see where they stood in relation to their peers, which was a valuable tool for motivation and assessment. This helped with coaching, as the leadership team could evaluate performance based on real data and adjust their training methods accordingly. 

The next step for GP Reeves was creating the automations and workflows that would alleviate the organizational workload of their production team. This process required an in-depth review of their processes to define the various steps a project goes through. Mapping out the various approvals, hand-offs, transitions, and phases and identifying blockers would allow the team at GP Reeves to refine their operations and improve efficiency. They worked with the team at FreeAgent to create a framework for their workflow engine. This would serve as the foundation of their new project management process and provide the data-driven insights required to improve every aspect of their production further. 

Going forward, GP Reeves has no intention of slowing down. They have already begun to input the various techniques and practices they use to manufacture their products into the FreeAgent platform. This will allow their engineers to operate from a single source of truth, just as their sales team does. Technical specifications for applying a particular material or details regarding the molecular makeup of a particular substance will all be accessible using the same suite of tools used to inform a team member that a task is completed or a product is ready to ship. This will not only save time but improve focus and accuracy.