Veterans Benefits Guide (VBG) Case Study
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Project Information
- Category: Product Management / Healthcare / CRM
- Company: Veterans Benefits Guide (VBG)
- Duration: 3 Months, 2024
- Impact: Built roadmap, restructured workflows, led PMs
The Challenge: Too Many Projects, Not Enough Resources
- VBG was juggling multiple large initiatives without proper project tracking or prioritization.
- The team had minimal internal product management resources and no established accountability structures.
- Mission-critical projects included a migration from SugarCRM to Salesforce and the design of a Clinic App for veterans and providers.
The Solution: Laying the Groundwork for Success
- Audited the current landscape to identify gaps, bottlenecks, and areas of risk.
- Mentored two junior PMs leading the Salesforce migration and Clinic App efforts.
- Created a prioritized roadmap focused on resourcing the highest-impact initiatives.
- Established internal tracking systems for progress and accountability.
📌 Key Initiatives Led
- Clinic App Oversight: Cleared technical blockers and aligned stakeholders to move the project forward.
- Workflow Redesign: Implemented tracking tools and agile practices to increase team efficiency.
Key Impact & Metrics
- Improved visibility: Introduced reporting dashboards and progress tracking.
- Resource alignment: Focused limited resources on top priorities.
- Team leadership: Mentored two junior PMs, improving execution speed and clarity.
- Operational efficiency: Reduced project bottlenecks and improved cross-team collaboration.