Woman Strategy

SDP Solutions Partners With Praecipio to Break Down Silos and Drive Organizational Alignment

May 21, 2024
Praecipio
sdp_logo
  • COMPANY: SDP Solutions
  • INDUSTRY: Business Consulting and Services
  • LOCATION: Dallas, TX
  • SOLUTIONS: Atlassian Implementation & Optimization

Overview

By combining their customized strategic consulting services with the leading mortgage CRM software, SDP Solutions has helped hundreds of mortgage companies optimize and manage leads. The Dallas-based consulting firm was new to the Atlassian platform, so they sought out a strategic partner to guide them through maximizing their Atlassian tools to improve business processes and support their organizational goals. 

Challenges

SDP Solutions relied on tools like Microsoft Outlook, OneNote, and OneDrive to support their project management and Google Sheets as their time-tracking solution. With different tools supporting various processes, the teams at SDP Solutions were siloed. As a result, projects were delayed, teams lacked collaboration and important tasks fell through the cracks. 

After investing in the Atlassian platform to support their growing business, SDP Solutions needed a partner to provide guidance on implementing best practices, establishing governance with their tools, and driving user adoption within their organization. 

Solution

To help them navigate through the challenges of implementing new technology, SDP Solutions partnered with Praecipio. The first order of business was to address SDP Solutions’ siloed teams by providing best practices for how to transition users from OneNote and Outlook to the Atlassian platform. 

The next step was guiding SDP Solutions through how to configure their Atlassian tools in a way that facilitated collaboration between teams and improved visibility into capacity planning. Praecipio then helped SDP Solutions move its time-tracking system from Google Sheets to Jira, which streamlined their billing, payment, and payroll processes. 

Because SDP Solutions was new to Jira Cloud, they had a running list of backlogged post-migration items that Praecipio helped resolve. Praecipio also assisted with establishing governance by creating policies and procedures in Confluence that could scale with the company’s growth.

As an IT consulting firm that started small and has since grown exponentially, Praecipio went beyond just offering product expertise. Our team guided SDP Solutions through how to configure their Atlassian tools in a way that could scale with their business. Backed by decades of experience in the consulting space, Praecipio provided SDP Solutions with strategic advice on how to refine their processes and how to leverage the Atlassian platform to move their business forward.

As the Director of Operations for a growing small business, I had the pleasure of working with Praecipio, and I must say, their services have been a game-changer for our organization. From the moment we engaged with them, they were professional, knowledgeable, and efficient in their approach to project management on the Atlassian platform.

Jim Fullen, Director of Operations, SDP Solutions
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