Project and Workflow Organizer - Preferably in Microsoft

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I run a decorative plumbing and hardware showroom along with a sister plumbing company. While the two businesses are connected, they also operate independently, and I am looking for support in organizing workflows across both. I need help streamlining our job processes from beginning to end. This includes task management, status tracking, and automatic prompts for the next steps. Ideally, I would like to set up reminders or alerts when tasks are overdue or in danger of being missed. I want to rely more on Microsoft-based tools such as Planner, To Do, Lists, Teams, and others. I have a remote administrative assistant, and I travel periodically, so having a centralized view of everything would be extremely helpful. In addition, I would like to create better systems for handling administrative tasks like email campaigns, social media planning, and event coordination. These should ideally be integrated into the same platform for consistency and ease of use. If you have experience setting up organized workflows for service-based businesses using Microsoft tools, I would love to hear how you can help.

Keyword: Project Coordinator

Project Timelines Project Workflows Project Management Microsoft Teams Microsoft Excel Organizational Development