Systemizing Success: Building a Custom Internal Resource Center

The Challenge
As Waste Management’s NorCal organization grew, the Sales, Communications, and Customer Relations teams faced a significant "information silo" problem. Critical brand collateral, client data, and request forms were scattered across various local drives and email threads. This lack of a centralized source of truth led to version-control issues, delayed response times for customers, and significant workflow bottlenecks.

The Creative Solution
I designed and deployed a comprehensive internal "Resource Hub" using MS SharePoint. This wasn't just a file dump; it was a strategically architected UX solution designed to facilitate high-speed sales cycles.

• Information Architecture: I restructured the document hierarchy to ensure that the most-used sales assets—from pitch decks to case studies—were accessible within two clicks.

• Functional Design: I integrated custom request forms to automate the "intake" process for the creative and communications teams, moving requests out of messy email inboxes and into an organized queue.

• UI Customization: I applied the firm’s brand guidelines to the SharePoint environment, creating a professional, cohesive internal experience that felt like a bespoke app rather than a generic corporate tool.

The Result
The SharePoint hub transformed how the teams operated daily.

• Workflow Efficiency: Internal data showed a dramatic reduction in time spent searching for assets, allowing the sales team to focus on closing deals rather than hunting for files.

• Customer Satisfaction: Faster access to accurate information led to quicker turnarounds on client inquiries and RFP submissions, directly improving the external customer experience.

• Brand Integrity: By centralizing collateral, I ensured that 100% of the materials being sent to clients were the most recent, brand-approved versions.