Projects existed, contribution evidence remained separate
Staff reconstructed who had supplied resources or completed work from messages. Unclear access rules also risked sharing project information too widely.
Agree how contributions are recorded and confirmed
We mapped identities, project permissions and review responsibility, retaining useful records and separating factual submissions, approval and subsequent business allocation.
Create traceable project relationships
Partner profiles, participation, supporting materials and review records stay linked. Changes retain reasons and operators; joining one project does not grant access to all business records.
Bring discussions back to shared records
Operations and partners can review progress within their permissions. Role matrices, data mappings and operating guidance help the client maintain its relationships.