Every piece of information has its place
Chat to talk, project tool to track, document space to keep: everyone knows where to look and where to write.
Slack, Teams, ClickUp, Notion and the right routines
Workflow organisation: a company that moves forward without burning out
When information gets lost between emails, messaging apps, spreadsheets and meetings, the whole team slows down. We organize how your company works day to day: communication channels, task and project management, documentation, approval workflows and automations. You get a written way of working, and tools chosen for your real needs, configured, connected to each other and adopted by your teams. As remote work experts, we support you remotely, wherever you are, from assessment to follow-up.
Your outcome
A solution that's useful today and solid tomorrow.
Fewer meetings and emails
Visible statuses, written decisions and short routines replace long email chains and pointless status meetings.
Tools chosen, not imposed
We sell no subscriptions: we recommend the tool that fits your size, budget and habits, and reduce the number of tools.
An organisation that lasts
Written conventions, project templates, onboarding and usage tracking: the organisation survives departures and growth.
The service in detail
Workflow organisation: what the service includes
Who it's for: For executives, growing teams, companies working remotely or across several time zones, and organizations piling up overlapping tools.
01
Organizational assessment
We observe how information, tasks and decisions actually flow in your company, beyond the org chart. You get a clear view of where time is lost and which priorities to address.
- Interviews and team questionnaire
- Inventory of tools, subscriptions and duplicates
- Map of exchanges, tasks and documents
- Problems prioritized by their cost
02
Target organization and tool selection
We design the organization first, then choose the tools that serve it. We take no commissions: the recommendation depends on your size, budget and habits, and aims for one tool per use.
- Messaging: Slack or Microsoft Teams
- Projects and tasks: ClickUp, Asana, Trello, Monday.com, Jira or Notion
- Reasoned comparison based on your real usage
- Plan to cancel unnecessary subscriptions
03
Communication and rituals
We define where to communicate, how to record a decision and which meetings to keep. Visible statuses and short rituals replace long email threads and pointless check-ins.
- Channels, spaces and naming conventions
- Rules for written and asynchronous communication
- Short, useful team rituals
- Organization adapted to time zones
04
Projects, tasks and documentation
We configure your tools so everyone knows who does what, by when, and where to find information. Ready-to-use templates mean you don't start from scratch on every project.
- Project templates, statuses and responsibilities
- Shared tracking boards
- Knowledge base and internal procedures
- Migration of useful projects and documents
05
Automations and integrations
We connect your tools to each other and automate repetitive tasks: creating tasks, notifications, copying data, reminders. Your teams spend less time copying and more time moving forward.
- Automations with Zapier, Make or Power Automate
- Native integrations between messaging, projects and documents
- Approval workflows and forms
- Access rights and spaces by team
06
Training and adoption
A tool that gets adopted beats a perfect tool. We start with a volunteer pilot team, train each team on its own cases and adjust based on their feedback.
- Written, shared usage guidelines
- Short training sessions per team, remotely
- Adjustment review after one month
- Usage indicators
07
Ongoing administration
If you wish, we keep your organization in shape: tool administration, onboarding newcomers and regular reviews. That way, your organization survives departures and growth.
- Administration of spaces and permissions
- Onboarding new team members, including remotely
- New automations as your needs evolve
- Periodic review of the organization
Out of scope or optional
- Tool subscriptions (Slack, ClickUp, Notion, Zapier…) are taken out in your name and remain your responsibility; we don't resell any of them.
- We don't do recruitment or HR consulting: we organize work and tools, not contracts.
Deliverables
Workflow organisation: what you receive
- Assessment of current organisation and tools
- Target organisation and tool selection
- Setup, migration and automations
- Usage guide, training and adoption follow-up
Expertise
Workflow organisation: technologies and practices
SlackMicrosoft TeamsClickUpNotionAsanaTrelloMonday.comJiraGoogle WorkspaceZapier / Make
Our method
We start where you are.
A brand-new idea, a product already live or an urgent situation can't be handled the same way. We adapt how we start the engagement before applying a rigorous, transparent process.
Growing team01
Informal organisation is no longer enough
What worked with five no longer works with fifteen: we set up a simple organisation before chaos sets in.
First steps
- Interviews with each role
- Map of exchanges, tasks and documents
- Reasoned tool recommendation
Too many tools02
Your tools overlap and nobody finds anything
We simplify: one tool per purpose, clear rules and migration of useful content.
First steps
- Inventory of tools, costs and overlaps
- Choice of the tool to keep for each purpose
- Plan to migrate and cancel subscriptions
Remote work03
Your teams work remotely
We set up an asynchronous organisation: work moves forward without waiting for meetings, whatever the time zone.
First steps
- Written communication rules
- Short routines and shared tracking boards
- Remote onboarding
How the engagement unfolds
Every step produces tangible proof.
You always know what's been done, what you're receiving and what needs to be approved before moving on.
- 013 to 7 days
Assessment
We observe how information, tasks and decisions really flow in your company.
What we do
- Interviews and team survey
- Review of tools and subscriptions
- Spotting time sinks
Why this step: Changing tools without understanding how information really flows just recreates the same problems elsewhere. This assessment puts facts on lost time, duplicate tools and decisions that slip through the cracks, so you tackle what costs you most first.
How we proceed, line by line
- 1 An initial video call with management sets the goals and the teams to meet.
- 2 We send your teams a short, anonymous questionnaire about their tools, meetings and frustrations.
- 3 We hold video interviews with a few people from each team, including across different time zones.
- 4 We inventory your tools and subscriptions to spot duplicates and unused licenses.
- 5 We draw a map of exchanges, tasks and documents, showing where information gets lost.
- 6 We rank the problems by their cost in time and present the assessment in a video debrief.
Who does what
An organization consultant runs the questionnaire, interviews and mapping, with a project manager who organizes the meetings. On your side, management sponsors the initiative and a few members of each team describe their day-to-day work.
What you provide
- The list of your tools and subscriptions, with their cost if possible.
- Distribution of the questionnaire to your teams.
- Thirty minutes to an hour of availability from a few people per team.
Deliverable
Assessment and priorities
Approval checkpoint
You approve the problems to tackle first.
- 021 to 2 weeks
Target organisation
We design the new organisation and choose the tools that serve it, not the other way round.
What we do
- Channels, spaces and naming conventions
- Project templates, statuses and responsibilities
- Tool comparison by size and budget
Why this step: Choosing a tool before defining the organization means bending your teams to fit a piece of software. Mapping out first who communicates where, who decides what and how a project is tracked lets you choose tools that serve the way you work, one per use, with no superfluous subscriptions.
How we proceed, line by line
- 1 We propose a target organization: where to communicate, where to track tasks, where to store documents and how to record a decision.
- 2 We define channels, spaces and naming conventions, as well as the team rituals to keep or drop.
- 3 We create project templates, statuses and the allocation of responsibilities.
- 4 We compare the possible tools, such as Slack or Microsoft Teams, ClickUp, Asana or Notion, based on your size, budget and habits, with no commission whatsoever.
- 5 We write clear usage guidelines and the plan to cancel unnecessary subscriptions.
- 6 We present everything to management by video call and adjust it before approval.
Who does what
The organization consultant designs the target, writes the guidelines and carries out the tool comparison, and the project manager ensures consistency. Management makes the final choices and a few team leads review the proposal.
What you provide
- Your budget and constraints: team size, mandatory tools, security rules.
- Review of the proposal by a few team leads.
- Approval of the target organization and tools by management.
Deliverable
Target organisation and usage guide
Approval checkpoint
Management approves the organisation and tools.
- 031 to 3 weeks
Setup
We configure the tools, migrate useful existing content and automate repetitive tasks.
What we do
- Spaces, permissions and integrations between tools
- Migration of useful projects and documents
- Automations with Zapier, Make or Power Automate
Why this step: Empty or poorly connected tools discourage teams from day one. Delivering them configured, filled with the useful existing material and connected to each other, then testing them with a pilot team, avoids a failed launch and fixes flaws on a small scale.
How we proceed, line by line
- 1 We configure spaces, channels and access rights by team in the chosen tools.
- 2 We enable native integrations between messaging, project management and documents.
- 3 We migrate the projects and documents that are still useful, leaving out what is obsolete.
- 4 We build automations with Zapier, Make or Power Automate: task creation, notifications, reminders and approval workflows.
- 5 We test each automation on real cases and check that an error notifies the right person.
- 6 A volunteer pilot team starts working in the new organization and sends us feedback every week.
- 7 We adjust the configuration and guidelines based on this feedback before rolling out further.
Who does what
The consultant configures the tools and leads the pilot team, an automation specialist builds the integrations and the project manager tracks progress. On your side, an administrator grants access and the pilot team tests things day to day.
What you provide
- Admin access to the chosen tools and to the existing tools to migrate.
- The list of projects and documents to carry over.
- A volunteer pilot team available to give feedback.
Deliverable
Tools ready, populated and connected
Approval checkpoint
A pilot team works in the new organisation.
- 042 to 4 weeks, then ongoing
Adoption and follow-up
We train each team, adjust based on their feedback and can administer your tools over time.
What we do
- Short team training sessions
- Adjustment review after one month
- Administration and onboarding of newcomers
Why this step: A new organization quickly slips back into old habits if nobody supports it. Training each team on its own cases, adjusting after a month and administering the tools over time keeps the organization on track despite departures and growth.
How we proceed, line by line
- 1 We roll out team by team, starting with those that are ready.
- 2 We run short training sessions by video call, based on each team's real cases.
- 3 We share the usage guidelines and simple guides, accessible within your tools.
- 4 We track usage indicators, such as activity in spaces and updated tasks.
- 5 An adjustment review after one month lists what is blocking, and we fix the configuration.
- 6 If you wish, we then administer your tools, onboard new team members and review the organization at regular intervals.
Who does what
A trainer runs the sessions, the consultant tracks the indicators and leads the adjustment review, then a Dealmood administrator can take over for the long term. Your team leads set the example and relay feedback.
What you provide
- Training slots for each team.
- Visible involvement from management and team leads.
- Your feedback at the adjustment review after one month.
- Arrivals and departures to manage, if we administer your tools.
Deliverable
Adopted organisation and usage metrics
Approval checkpoint
Teams work in the tools without reminders.
One conversation is enough to choose the right starting point.
We look at your context before proposing a clear scope, timeline and responsibilities. Our team is spread around the world. Depending on your project, if a team member is present in your country of residence, they can meet you to follow up on your project.
Workflow organisation: frequently asked questions
Which tool do you recommend: Slack or Teams?
It depends on your environment. If you already use Microsoft 365, Teams is often the logical choice; Slack shines for teams living in many connected tools. We compare against your real usage before recommending.
And for task management: ClickUp, Notion, Asana or Trello?
Trello suits small teams wanting simplicity; Asana and ClickUp suit teams running many projects in parallel; Notion fits when documentation and tasks must live together. We take no commission: the recommendation depends only on you.
Do you handle the organisation over time?
Yes, if you wish: tool administration, onboarding of new staff, new automations and regular organisation reviews, so you can stay focused on your business.
What if my teams resist change?
We involve teams from the assessment onward, start with a volunteer pilot team and only change what brings a visible gain. An adopted tool beats a perfect one.
Your project deserves a clear framework
Let's build a solution that fits you.
Tell us what you need. We'll reply with clear initial guidance.
Start the conversation