06/20/2025 - From Chaos to Clarity: Streamlining Projects with the Right Tools

On this Live Process Mapping Call, participants tackled real-world project management challenges with guidance from Derek Coffey and David Cowling of the Systems Effect. From tool recommendations like ClickUp and CompanyCam to strategies for improving team communication and field efficiency, the session offered actionable solutions. The call emphasized collaboration, customization, and the power of the right systems to drive operational clarity.

Key Highlights:

· Tool Challenges & Solutions: Peter Tverdov expressed struggles with Excel for construction tracking. Derek recommended Produle. Jason noted inefficiencies in managing multiple project expenses and inspections, using Google Drive, but showed interest in better tools. Tim shared success using CompanyCam for field documentation and checklists.

· Team Communication: Jason’s team lacked clear communication. Colton suggested daily check-ins to improve alignment and accountability.

· ClickUp Implementation: Derek introduced ClickUp to streamline Tim’s operations—centralizing task tracking, scheduling, and expense management. He detailed how templates and task filtering (e.g., due today or next 7 days) help with prioritization.

· Software Comparisons: ClickUp was compared to Asana, Podio, and Microsoft Project. ClickUp’s chat function and flexibility stood out. David noted that tools like Salesforce, Google Drive, and CompanyCam often serve as transitional solutions during system upgrades.

· Maintenance Workflow Issues: Essie Lang described maintenance task bottlenecks in Buildium. David offered support and potential user connections to refine her process.· Stakeholder Engagement: Rocky emphasized the value of interviewing end users to guide effective system design. He and David offered support for tailoring tools like ClickUp to real-world needs.