Workflow Transformation for Deloitte Content Agency
Challenge
The Deloitte Content Agency team (100 members across multiple crafts) struggled with fragmented workflows spread across Excel, Word, SharePoint, and Smartsheet. Each craft had unique data and workflow requirements, resulting in inefficiencies, missed deadlines, duplicated efforts, and difficult resource management.
Solution
I led the transformation by centralizing project management into a customized Airtable solution tailored specifically for each craft and discipline.
Key Actions
- Data Migration: Audited and consolidated fragmented data from Excel and Smartsheet into a unified Airtable base, using Python scripts to streamline data transfer.
- Custom App Development: Created tailored Airtable interfaces for each discipline, providing direct access to relevant data and streamlined workflows.
- Process Standardization: Implemented consistent methodologies and standardized templates for project intake, estimation, pricing, and resource allocation.
- Training & Adoption: Conducted weekly workshops, created comprehensive training resources, video tutorials, and a dedicated help page, ensuring smooth user transition.
Results
- Streamlined project setup and reduced workflow complexity significantly.
- Improved accuracy in project estimates and resource allocation.
- Achieved centralized visibility into project statuses and staffing.
- Enhanced collaboration across teams, with a clear, shared source of truth.
Impact
- Achieved 100% adoption across the team within 3 months.
- Reduced project setup time by approximately 70%.
- Reduced standard project management hours per project from 22.5 to 9 hours.
- Established a scalable framework that supported team growth from 50 members.
Tools & Technologies
- Airtable
- Python
This workflow transformation became foundational for future operational improvements, enabling sustainable growth and efficient collaboration within the Deloitte Content Agency team.