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Momentum Applied

Mobility & services

Enterprise technology roadmap and modernization for a mobility and services company

Foundational Experience

Technology & AI StrategyExecutive & Fractional LeadershipChange Leadership & Adoption
Drone shot of a truck fleet

Situation

What was happening.

A mobility and services company needed a coherent technology roadmap spanning CRM, ERP, warehouse management, e-commerce, and cybersecurity, alongside inconsistent customer and employee onboarding processes.

Operating constraint

What had to change.

Platform investment and onboarding processes had grown inconsistently across the business, with no coherent roadmap connecting them.

Structure built

How the work moved.

  • Led enterprise technology roadmap development across platform, cloud, and infrastructure priorities
  • Directed CRM, ERP, warehouse-management, and e-commerce platform initiatives
  • Redesigned customer and employee onboarding processes and controls
  • Defined governance, service ownership, and escalation paths for technology operations
  • Sponsored a new e-commerce portal initiative for partners and customers

Outcome

What followed.

Advanced the technology roadmap and redesigned onboarding, improving onboarding efficiency by 65%.