Designing a More Scalable Workflow for a DFY Service Team
Redesigned an internal workflow for a done-for-you service team, reducing friction around asset handling, handoffs, and team coordination.
A DFY service team managing multiple client projects had no clear internal process. Tasks, revisions, approvals, file handling, and role handoffs were creating confusion and slowing execution.
Technical Project Manager — led workflow analysis, SOP documentation, and process redesign to improve visibility and team coordination.
Documented the existing workflow to identify pain points across tasks, comments, notifications, and handoffs
Created SOPs for the team dashboard structure and role-based responsibilities
Improved asset and attachment handling to reduce clutter and confusion
Designed cleaner team handoff processes between roles
Identified and resolved friction in the feedback, approval, and revision flow
The team gained a cleaner, more practical workflow with better role clarity, improved asset management, and a scalable internal process that was easier to follow and maintain.