We offer a service-framework that combines time-tested methodologies with your organizational values and our modern digital tools:

We imagine a framework that aligns yours/ours core-values with the Eisenhower-Matrix, establishing a professional alignment of teams and tools.

We offer for this

  • Enhancement of Communication and Collaboration
  • Integrated project management tools
    • FluentBoards, FluentCommunity, and FluentCRM
  • A Framework Proposal called “Bertrams’ Quadrants for Collaboration and Engagement”
    • Quadrant 1 (Do First)
      • Collaborative Prioritization: FluentBoards to visualize urgent/important tasks and assign them to cross-functional teams.
      • Automated Escalation: FluentCRM to trigger alerts when high-priority tasks risk delays, aligning with Bertrams’ “safety-oriented” approach to deadline adherence
    • Quadrant 2 (Schedule):
      • Proactive Capacity Mapping: FluentCommunities’ roadmaps allow teams to vote on strategic initiatives, reflecting Bertrams’ commitment to open communication and stakeholder buy-in
    • Quadrant 3 (Delegate):
      • AI-Driven Delegation: Fluent CRM’s contact tagging identifies specialists for specific task types, reducing misalignment risks
    • Quadrant 4 (Eliminate):
      • Value Stream Audits: Bertrams’ encourages “monthly reviews” using FluentBoards analytics to eliminate low-value activities
Disclaimer Tools

Our Competitive Adavantage is based on a prioritized list of steps that need to be completed with your teams and our freelancers:

  1. Define Project Objectives
    • Clearly articulate goals and vision
    • Develop a business case
    • Create a project charter
  2. Identify Stakeholders
    • Create a stakeholder register
    • Determine communication requirements
  3. Create a Project Plan
    • Break down the project into phases
    • Set and prioritize goals
    • Establish measurable success criteria
    • Define critical milestones and deliverables
  4. Allocate Resources
    • Assign responsibilities to team members
    • Determine budget and resource needs
  5. Establish Communication Channels
    • Set up regular check-ins and reporting structures
  6. Implement Onboarding and Project Management System
    • Choose appropriate software (e.g. our tool-set)
    • Set up the system
    • Train the team on its use
  7. Execute the Project
    • Begin actual work based on the project plan
  8. Monitor Progress
    • Track key metrics and KPIs
    • Ensure alignment with goals
  9. Manage Risks and Address Issues
    • Identify potential risks
    • Develop contingency plans
  10. Ensure Quality Assurance
    • Implement quality control measures
  11. Governess of managing all Sub-Teams
    • Outlining platform rules for Bertrams.app, Bertrams.academy and Bertrams-Coordinating-Complexity.com
    • Training on GDPR/CCPA compliance and anti-fraud protocols embedded in your Teams or via Bertrams.academy
    • All Team Members must get an onboarding-pass to be aligned with the project and their leadership teams
  12. Close the Project
    • Evaluate outcomes
    • Review lessons learned
    • Formally close the project
Final recommendation:

Leveraging enterprise AI technology like perplexity.ai can further enhance project management by providing centralized access to FAQs and resources. This would simplify collaboration across preceding teams or ERP consultants while maintaining consistency throughout the project’s lifecycle.