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Current Tool Stack

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Communication and Collaboration:

  • Google Workspace for emails, calendar, and internal communication.

  • Zoom and MS Teams for customer calls.

  • Google Chat for messaging.

  • Slack (free version) for chat and file exchange.

Document Creation and Management:

  • Microsoft Office Online for various document-related tasks.

  • XLS spreadsheets for reporting project status, client score, and strategic prioritization.

    • PowerPoint for presentations, both internal and customer-facing.

    • MS Word for customer proposals, later converted to PDF.

Data Storage and Sharing

  • Dropbox for file storage and accessibility.

Software Development

  • Atlassian Suite:

    • Jira Software for development project management.

    • Confluence for documentation, in conjunction with Google Docs.

    • GitLab as a code repository.

Customer Relationship Management (CRM)

  • Pipedrive CRM for managing customer relationships, marketing and sales processes.

The current tool segmentation has led to challenges in seamless integration and overall system management. Modernization efforts are essential to streamline processes, foster collaboration, and eliminate operational siloes.

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