A small data and analytics firm needed to grow without relying on memory, heroics or constant founder supervision.
Situation #
The goal was not documentation for its own sake. It was to turn the real way the firm sold, estimated, built, reviewed and closed projects into an observable system a small team could execute consistently.
My responsibility #
As co-founder and solutions architect, I helped define the operating model, KPIs, delivery artifacts and review cadence. I also led one project manager and four developers, connecting delivery, quality and architecture decisions.
Key decisions #
- Design artifacts for real work rather than audit theater.
- Establish a minimum common process with owners and quality gates.
- Generate evidence within the normal delivery flow.
- Turn exceptions into visible, reviewable information.
Defensible outcome #
The organization achieved CMMI Level 3 in 2020 and established processes, KPIs, evidence and operating reviews under a more measurable and repeatable model.
Limits #
Productivity, margin, defect and rework percentages are not published because they still require evidence recovery and validation. The achievement was organizational and is not attributed to one person alone.