Client conversations
I served as the BDM and Project Manager, beginning with the initial client conversations and carrying that context into the project.
Field operations / Construction
Roof Select
One connected workflow, from roof to report.
A field application that brings property details, roof photographs, product selection and project records into a connected contractor workflow.
- My role
- BDM / Project Manager
- Development
- MyTeams ↗
- Portfolio context
- Personal professional experience
01 / THE CHALLENGE
What the product needed to solve.
Contractors needed to reduce fragmented notes and repeated updates while working on site, including in locations with limited connectivity.
02 / PRODUCT SCOPE
The experience, connected.
- 01Customer and property records with photo capture
- 02CRM synchronization and offline field entry
- 03Shingle visualization and technical product information
- 04Warranty checks and emailed project reports
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Product scope and technology details are summarized from MyTeams’ project account.
03 / MY CONTRIBUTION
The connection between client and delivery.
Keeping field-work requirements, client expectations and delivery conversations aligned.
My role was BDM / Project Manager, spanning initial client conversations, delivery and post-launch support. MyTeams was responsible for development.
Delivery coordination
My contribution was on the business and project-management side: maintaining client communication and coordinating the engagement through delivery.
Post-launch support
My remit extended to post-launch support, preserving continuity in the client relationship beyond delivery.
04 / CREDIT & CONTEXT
Clear roles. Shared context.
This is a personal BDM / Project Manager portfolio account presented on A4 Consulting. Development credit belongs to MyTeams. It does not represent a claim that A4 developed or owns Roof Select.
Read the MyTeams case study ↗