Achieving Together: Our Customer Success Story with KWB Building
ABOUT THE CLIENT
Cloud9 Advisory developed a solution for K Wiggin Building, LLC (“KWB”), a custom home-building company located in Nantucket, Mass.
KWB has been a Cloud9 Tax client since 2019 and a Cloud9 CFOaaS client since 2021. KWB was searching for a more efficient solution for managing the insurance certification tracking process for its subcontractors.
When Cloud9 heard of the difficulty of tracking Certificates of Insurance (“COI”), we knew there was a solution that could be created leveraging Google Workspace, a platform already used by KWB. Working in collaboration with KWB and other associated parties, we strived to create a solution to streamline the COI process for KWB.
IN COLLABORATION WITH
Cloud9 was able to successfully collaborate remotely and assist the Business Owner in obtaining a solution that assisted not only internal parties, but also external parties, namely the Owner’s Insurance Broker, Insurance Auditor and the Subcontractors.
Owner’s Insurance Broker (External)
“Thanks to Cloud9, now I am able to have direct access to the needed files and receive notifications when important deadlines are coming up. This solution has helped me manage files more efficiently and with the saved up time I can now re-allocate it onto other projects and keep my business growing!”
– Kris Wiggin KWB Owner
The COI Calendar was developed through Google Workspace Apps: Google Drive, Google Calendar, and Gmail. This allowed the file management and user experience to be both collaborative and “real-time” – any changes made were directly synched to all connected devices and accounts.
Additionally, because the calendar is customizable, Cloud9 Advisory was able to set up as many notifications as KWB requested, which helped KWB remember and manage subcontractor COIs in an easier way and have it all available in one place.
The nature of the COI Calendar proved how simple and easy it is to implement in any business. The solution was created with Google Apps native to Google Workspace. The results and transfer of files are immediate – within a week, all your files can be moved and used on the Google Workspace platform.
THE PROCESS BEHIND THE COI CALENDAR
Maximize Productivity with Cloud9 Advisory
Supercharge your business’s potential with Cloud9 Advisory, Inc. Our expertise, cutting-edge tools, and unwavering professionalism can craft tailor-made, digital solutions to propel your productivity to new heights. If you’re ready to conquer your business challenges or harness the power of the COI Calendar, reach out to us now. Your success story begins with a single click.