Current Tool Stack

 

Communication and Collaboration

  • Google Workspace

    • Gmail

    • Calendar

    • Chat

    • Meets for internal calls

  • Zoom and MS Teams for customer calls

  • Slack (free version) is used by development team for chatting and file exchange

 

Document Creation and Management

  • Microsoft Office

    • 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

  • Google Docs

 

Information and Document Storage and Sharing

  • Google Drive for all internal documentation

  • Dropbox for archived files

  • Confluence for technical documentation and knowledge articles for clients

Software Development

  • Atlassian Jira Software for development project management

  • GitLab as a code repository

 

Customer Relations

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

  • Google Drive for creating and sharing proposals, sales orders, invoices, and contracts

 

 

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.