Surplus Line Association of California

san ramon, CA

The Surplus Line Association of California, a non-profit advisory group overseen by the Department of Insurance, is adapting to steady growth and increasing operational complexity. We supported their newly formed Project Management Office (PMO) with foundational training to better manage priority projects like a website rebuild, Salesforce rollout, and Learning Management System. This partnership helped establish consistent Asana practices, optimize portfolios and dashboards, and enhance overall operational efficiency.