Automated Task Management for Holding Companies
In 8 weeks, ProcessDriven Install delivers the proven operating system trusted by 2K+ teams into your portfolio companies — so every team member knows what to do, how to do it, and where it’s tracked.
Does this sound like you?
You’re a portfolio owner, investor, or operator managing multiple small teams. You’ve got strong people and great products — but:
- Each brand has their own system for managing tasks
- You've invested in software (ClickUp, Notion, SmartSuite, etc.) but you know it isn't being used fully
- Meetings are the only reliable way to know what's happening
- SOPs exist but they're stored inside someone's head
- You find yourself answering the same questions over and over
You don’t want a new software.
You don’t want complicated systems that can’t scale.
You don’t want to hire humans to do work that could be automated.
You need a process-first operating system that works across brands.
Trusted by 2K+ teams in 50+ industries
ProcessDriven Install is a personalized service to work alongside your operator to install our proven systems across your portfolio company.
Over 8 weeks, we’ll adjust your software, habits, and processes to assign and track tasks; document repeatable processes; and keep everyone aligned (without babysitting).
WEEK 0-2
System Installation
We combine hands-on installation, training sessions with your operator to install task, SOP, and process systems.
Result: You can see every task across your portfolio in one browser tab.
WEEK 2-4
Initial Rollout
In phase two, we’ll leverage interacting training to bring your central ops team into the new way of working.
Result: Your team trusts that this system will truly stick and knows their role in it.
WEEK 4-8
Brand Expansion
We work alongside your operator to roll out the full operating system in up to 2 portfolio companies at a time to ensure adoption.
Result: Your operator can run, build, and scale the system over time.
Portfolio with more than 2 brands?
We can repeat this phase as-needed.
Before & After
MANUAL PROJECT MANAGEMENT
40hrs/week
Relying on memorization and manual reminders instead of systems isn’t just ineffective, it’s expensive.
PROCESSDRIVEN MANAGEMENT
3hrs/week
By establishing repeating processes, we can slash the amount of time spent on project management.
This comparison is based on previous clients who have been able repurpose or eliminate 1 or more full-time project management roles through implementing our system. Every team is different, though. This is not a guarantee.
Your Investment
Instead of spending $60K to 120K per year on a full-time project manager, our system eliminates most manual work for $20K per HoldCo + $3K per additional brand.
Get started today
The first step toward your project is a paid Operations Review. If we move forward, that investment is credited toward your full ProcessDriven Install.