Artifacts
Working artifacts from the discovery phase — org structures, stakeholder maps, system inventories, and reference documents that inform our recommendations.
Interactive
Tool Inventory (21 systems)
| Tool | Department | Category | Pain | Notes |
|---|---|---|---|---|
| Google Workspace | Email/Docs/Calendar | Everyone | Yes | |
| Grammarly | Writing | [TBD] | Yes | |
| ERP NetSuite | Operations/Sales/Finance | Accounting, sales, support, inventory, production (NOT product dev/architecture/design) | Yes | 4 |
| Hiver | Customer Support / Sales Intake | Support team (Molly, Julian), Sales (Vancouver office) | Yes | 2 |
| 3D Experience PDM (Dassault/SolidWorks) | Product Development / CAD / File Mgmt | Product Dev team (Aaron Miller primary adopter) | Yes | 4 |
| Swivel + Internal Server (Current DAM) | Content/Images/DAM | Photography, Marketing, Design | Yes | 5 |
| Wispr Flow | Productivity / Voice-to-Text | Randy Bishop, Connor (consultant) | No | |
| Klaviyo | Email Marketing | Bronwyn Livingston | Yes | |
| MediaValet | DAM (Proposed Replacement) | Shortlisted — not yet adopted | Proposed | |
| Slack | Communication | Multiple departments | Yes | |
| Monday.com | Project Management / Product Workflow | Previously abandoned; now proposed for product dev tracker pilot | Re-evaluating | |
| Tavenca | Internal Communication / Workflow | [TBD] | [TBD] | |
| Shopify | E-commerce | 22 Systems only | Yes | |
| Looker Studio | BI / Reporting (Proposed) | Proposed — not yet adopted | Proposed | |
| Zendesk | Customer Support (Failed) | Previously attempted — abandoned | Abandoned | |
| Craft CMS | E-commerce / Web CMS | Web team (Michiko manages), Direct Sales (Emily) | Yes | 3 |
| SolidWorks | CAD / 3D Design | ProDev team (all designers) | Yes | 2 |
| Prolepto | Inventory Dashboards / BI | Dermot Leech (co-built), Inventory team | Yes | 2 |
| Shapediver | 3D Configurator / Web | Web team (Michiko, Gustavs contractor) | Yes | 3 |
| Avalara | Tax Automation (Failed) | Previously attempted — abandoned | Abandoned | 5 |
| PDM Server (Aaron-built) | File/Version Management | Aaron Miller (set up, not fully deployed) | Unofficial |