Fermont helps startups and growing businesses build solid operational foundations. Our combined experience spans operations, systems, customer success, and project delivery. This portfolio highlights key projects that demonstrate our practical, hands-on approach to getting businesses running efficiently and effectively.
CRM Implementation: Introduced and managed rollout of CRM systems to improve sales tracking and customer visibility.
Process Flow Development: Designed and documented company-wide workflows to streamline operations and improve accountability.
Procurement & Vendor Setup: Developed purchasing and approval processes to ensure cost control and compliance.
Client Onboarding Framework: Built and standardized onboarding processes for clients to improve retention and delivery quality.
RFP Coordination: Managed RFP and RFI processes, coordinating technical and commercial inputs across multiple teams.
Office Relocation Project: Planned and executed complete office move within budget and timelines, coordinating vendors and logistics.
Technology Upgrade Initiative: Oversaw migration to cloud-based systems and improved digital collaboration across departments.
Event Management: Planned and delivered successful corporate and client-facing events, from logistics to communications.
Content & Campaign Support: Developed and managed digital marketing assets including LinkedIn content, proposals, and brochures.
Executive & Operational Support: Provided executive assistance, scheduling, and workflow coordination for senior leadership.
Financial Reporting Coordination: Supported finance with invoicing, reconciliations, and vendor management using Xero and M365 tools.