Challenge.

Trigon DM approached fu3e having encountered operational challenges that were significantly impacting efficiency. With a growing number of projects this led to an increased reliance on their trusted senior team.

The main issues included:

• Lack of Standardisation: They struggled to standardise project management controls, relying heavily on individual expertise.
• Document Control: File storage across different projects created confusion and hampered effective collaboration, with critical documents taking up valuable time to locate and review. A new major project highlighted the need to address this.
• Time-Consuming Process: Managing processes differently across teams and projects resulted in more time spent collating and clarifying information in disparate formats leading to manual report production and collation.

These issues led to a time-intensive process, making it difficult to access accurate, up-to-date information quickly for board reports and financial planning.

Solution.

Trigon DM adopted a tailored, centralised platform to address its specific challenges.

Key components included:

• Custom-Fit Centralised Platform: The platform was developed to consolidate management processes throughout projects and provide complete oversight, eliminating redundant processes and replacing existing tools.
• Central Risk and Action Trackers: Enhanced tracking features allowed Trigon DM to monitor risks and actions efficiently, linking critical tasks to documents and reports Improving compliance with essential project protocols and timely sign-off from directors for any changes.
• Reporting Flexibility: The platform enabled users to segment data to meet diverse client obligations, ensuring clearer visibility into project status and accountability.

 By implementing this solution, Trigon DM aimed to streamline operations and create a more structured environment for their team and clients.

Results.

The deployment of the centralised platform transformed Trigon DM’s project management approach, resulting in significant improvements:

• Enhanced Operational Efficiency: The central processes led to clear and defined workflows reducing email traffic, as external teams could deposit information directly into the platform for sign-off and audit.
• Greater Transparency and Accountability: The platform fostered enhanced visibility into project statuses, allowing for proactive identification of potential delays and issues. 
• Reduced risk exposure and enhanced client experience: By eliminating siloed systems, Trigon DM positioned itself to better manage risks and provide clients with accurate data throughout the project lifecycle.

This new approach has empowered Trigon DM to deliver higher-quality service to clients streamlining operations and fostering a more structured environment for teams and clients.