In its infancy, the Green Power Energy team managed sales leads informally and tracked its project progression on a large whiteboard. As the project size and frequency increased, GPE moved its operational management to spreadsheets and checklists, the latter detailing project workflow steps to guide the team through completion. Checklist data fed a master spreadsheet, providing a consolidated, cross-project dashboard. Lead tracking and management remained casual and non-automated. These manual processes were not only costly from both an efficiency and profitability perspective, but also plagued with scalability challenges in a clean energy market with continued demand acceleration.