Scopes of work, brain dumps, solution diagnosing… The list goes on, but the complicated process of a smooth handoff between teams in the business world is often a long and bumpy road. Schedules, data loss, and introductions take time and energy from all parties involved. The human element in a handoff process is monstrous, and the checklists many businesses formulate can be repetitive and draining. As a result, organizations must endeavor the never ending journey toward becoming more efficient.
If we look at a particular industry (construction in this case), a firm’s most often task is winning projects and ultimately completing them. So, we have to satisfy the many teams involved. There is an apparent need for the sales team to work through their process in bidding, submittals, and ultimately contracting and acceptance, which is all done in a reasonably straightforward manner. However, the complication most organizations encounter is deciphering what has been sold and who has to deliver it. For Project Managers, this is a perpetual cycle that ultimately stems from data loss, often through multiple avenues and applications.
What makes Kizen so different is the ability to create the next-level handoff. Using the platform natively to solve this, we can move from one record type to the next with drag-and-drop automations. So, anytime an opportunity changes, a project can change. Any time something critical is learned or added to the opportunity, we push it to the project. Ensuring all teams have access to the most up-to-date data is the first step in handoff brilliance.
See these short walk-throughs to get an idea of how simple and easy this process can be in one native solution.