Project Management.
Align communication, people, and work with one source of information so you instantly know where your project stands.
Manage All Your Operations in One Work Operating System.
OBO is a consulting firm that provides operation optimization solutions to help businesses of all sizes streamline their project management tasks, break down internal silos that improve communication, and enable your team to do more in less time. We streamline data and tools, map out workflows, create templates, and build automations and create integrations so you can focus on delivering exceptional service for both internal and external stakeholders. See the progress of your most important operational goals and tasks across the organization in one glance.
Services We Provide
- Technology Selection
- Data Migration and Integration Mapping
- Project Management System Optimization
- Organizational Change Management
- Data Management
- Strategic Planning
They were the best at project management, and my team really appreciated that. It was very clear what they were working on and what their goals were from week to week.
Our experience with OBO from day one was phenomenal. We shopped around and spoke with 4 other agencies for our migration and OBO's process was just what we needed.
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Accurately manage any project with one platform for maximum efficiency and efficacy.
Bring your team together and collaborate effectively by having one project management platform. Eliminate communication gaps and align your team members’ work scopes so you can easily keep track of all your project updates. Align communication, people, and work with one source of information so you instantly know where your project stands.
Customize Automations and Workflows
Keep Track of Progress
Manage Your Projects Efficiently
Customize Automations and Workflows
Opt for maximum productivity through integrations and automations, so your team is instantly informed and able to plan and track projects in seconds.
Keep Track of Progress
See all data regarding your projects with precise, informative, and visually pleasing project dashboards.
Manage Your Projects Efficiently
Stay informed of how time and budget are spent on projects so you can manage your resources better.
Technologies We Work with.
We want to provide world-class services to our clients, so we’ve partnered with globally acclaimed software companies, all of which are tried, tested, and true.
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Articles
Case Studies
Articles
HubSpot and Salesforce Integration Catalyzes Carnegie Learning’s Sales and Marketing Synergy
About Carnegie Learning is a leading provider of AI-driven technology, curriculum, and professional learning solutions for K-12 education. Carnegie Learning offers a range of educational products and services, including software…
Optimizing RevOps Strategies and Sales Processes in Salesforce
About This client offers a cloud-based corporate performance management (CPM) platform that helps organizations automate financial planning, budgeting, forecasting, and reporting processes. The platform offers a range of features, including…
Mass Media Corporation Optimizes monday.com Project Management Process
1 + Automations 0 + mirrored columns 1 % User-Adoption Rate ABOUT This client is one of the world’s leading mass media and entertainment corporations. With a vast collection of…
Learn How a Leading Provider of Clinical Data Analytics Supported Their Team to Adopt Salesforce
28 Sales Representatives Trained in Salesforce Created Customized Reports for 264 Accounts, 4241 Leads, and 151 Opportunities About The organization is a leading provider of clinically relevant analytics and insights…
Epilepsy Foundation Increases Donor Engagement and Decreases Technology Costs by 71%
71% decrease in technology costs from $253,779 to $72,780 Increased donor engagement activity with personalized communication Epilepsy Foundation Since 1968, the Epilepsy Foundation has been helping families and individuals affected…
How QuikClaims Streamlined their Project Management System for Better Client-Employee Interactivity
0 Software Integrations 0 Automations Challenge Solution Integromat DocuSign Quickbooks Conclusion QuikClaims is an estimating services company that negotiates with insurance adjusters on behalf of contractors to justify line items’…
HubSpot and Salesforce Integration Catalyzes Carnegie Learning’s Sales and Marketing Synergy
About Carnegie Learning is a leading provider of AI-driven technology, curriculum, and professional learning solutions for K-12 education. Carnegie Learning offers a range of educational products and services, including software…
Optimizing RevOps Strategies and Sales Processes in Salesforce
About This client offers a cloud-based corporate performance management (CPM) platform that helps organizations automate financial planning, budgeting, forecasting, and reporting processes. The platform offers a range of features, including…
Mass Media Corporation Optimizes monday.com Project Management Process
1 + Automations 0 + mirrored columns 1 % User-Adoption Rate ABOUT This client is one of the world’s leading mass media and entertainment corporations. With a vast collection of…
Learn How a Leading Provider of Clinical Data Analytics Supported Their Team to Adopt Salesforce
28 Sales Representatives Trained in Salesforce Created Customized Reports for 264 Accounts, 4241 Leads, and 151 Opportunities About The organization is a leading provider of clinically relevant analytics and insights…
Epilepsy Foundation Increases Donor Engagement and Decreases Technology Costs by 71%
71% decrease in technology costs from $253,779 to $72,780 Increased donor engagement activity with personalized communication Epilepsy Foundation Since 1968, the Epilepsy Foundation has been helping families and individuals affected…
How QuikClaims Streamlined their Project Management System for Better Client-Employee Interactivity
0 Software Integrations 0 Automations Challenge Solution Integromat DocuSign Quickbooks Conclusion QuikClaims is an estimating services company that negotiates with insurance adjusters on behalf of contractors to justify line items’…
Case Studies
HubSpot and Salesforce Integration Catalyzes Carnegie Learning’s Sales and Marketing Synergy
About Carnegie Learning is a leading provider of AI-driven technology, curriculum, and professional learning solutions for K-12 education. Carnegie Learning offers a range of educational products and services, including software…
Optimizing RevOps Strategies and Sales Processes in Salesforce
About This client offers a cloud-based corporate performance management (CPM) platform that helps organizations automate financial planning, budgeting, forecasting, and reporting processes. The platform offers a range of features, including…
Mass Media Corporation Optimizes monday.com Project Management Process
1 + Automations 0 + mirrored columns 1 % User-Adoption Rate ABOUT This client is one of the world’s leading mass media and entertainment corporations. With a vast collection of…
Learn How a Leading Provider of Clinical Data Analytics Supported Their Team to Adopt Salesforce
28 Sales Representatives Trained in Salesforce Created Customized Reports for 264 Accounts, 4241 Leads, and 151 Opportunities About The organization is a leading provider of clinically relevant analytics and insights…
Epilepsy Foundation Increases Donor Engagement and Decreases Technology Costs by 71%
71% decrease in technology costs from $253,779 to $72,780 Increased donor engagement activity with personalized communication Epilepsy Foundation Since 1968, the Epilepsy Foundation has been helping families and individuals affected…
How QuikClaims Streamlined their Project Management System for Better Client-Employee Interactivity
0 Software Integrations 0 Automations Challenge Solution Integromat DocuSign Quickbooks Conclusion QuikClaims is an estimating services company that negotiates with insurance adjusters on behalf of contractors to justify line items’…
HubSpot and Salesforce Integration Catalyzes Carnegie Learning’s Sales and Marketing Synergy
About Carnegie Learning is a leading provider of AI-driven technology, curriculum, and professional learning solutions for K-12 education. Carnegie Learning offers a range of educational products and services, including software…
Optimizing RevOps Strategies and Sales Processes in Salesforce
About This client offers a cloud-based corporate performance management (CPM) platform that helps organizations automate financial planning, budgeting, forecasting, and reporting processes. The platform offers a range of features, including…
Mass Media Corporation Optimizes monday.com Project Management Process
1 + Automations 0 + mirrored columns 1 % User-Adoption Rate ABOUT This client is one of the world’s leading mass media and entertainment corporations. With a vast collection of…
Learn How a Leading Provider of Clinical Data Analytics Supported Their Team to Adopt Salesforce
28 Sales Representatives Trained in Salesforce Created Customized Reports for 264 Accounts, 4241 Leads, and 151 Opportunities About The organization is a leading provider of clinically relevant analytics and insights…
Epilepsy Foundation Increases Donor Engagement and Decreases Technology Costs by 71%
71% decrease in technology costs from $253,779 to $72,780 Increased donor engagement activity with personalized communication Epilepsy Foundation Since 1968, the Epilepsy Foundation has been helping families and individuals affected…
How QuikClaims Streamlined their Project Management System for Better Client-Employee Interactivity
0 Software Integrations 0 Automations Challenge Solution Integromat DocuSign Quickbooks Conclusion QuikClaims is an estimating services company that negotiates with insurance adjusters on behalf of contractors to justify line items’…
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