How TDL Solutions Strengthened HR Influenced’s Operational Foundation

Partnering with TDL Solutions, HR Influenced moved from ad‑hoc systems and scattered materials to a clearer, more structured way of managing client work and proposals. Through thoughtful operational design and hands‑on implementation, HR Influenced gained a reliable project management system, a streamlined proposal workflow, and a better‑organized library of resources to support consultants and clients.

Before TDL Solutions

  • Projects tracked in multiple places with no single source of truth

  • Consultants lacked a consistent, shared process for managing client work

  • Proposal materials were fragmented, outdated, and time‑consuming to assemble

After TDL Solutions

  • Asana implemented as the central project management system with clear workflows

  • Consultants trained on a simple, repeatable process for managing projects

  • Proposal process revamped with organized, up‑to‑date materials built into the system

TDL Solutions Approach

Operational Clarity with Asana

TDL Solutions led the implementation of Asana as HR Influenced’s project management hub, designing a structure that fit the way the firm actually works. This included building project templates, organizing tasks and timelines, and creating views that gave leadership and consultants clear visibility into who was doing what and when. The result is a system that supports daily execution instead of adding noise.

Proposal Workflow and Content Organization

TDL Solutions then turned to the proposal process, reviewing how proposals were being created and where things broke down. Existing materials were audited, organized, and updated, and new content was created where gaps existed. A smoother proposal workflow was built into the system so the team could assemble strong, on‑brand proposals faster, using clear templates and well‑structured content instead of starting from scratch each time.

Kristen Evans, President & CEO, HR Influenced

“Mary Beth consistently delivers reliable high-quality support that keeps the business running behind the scenes. Her responsiveness, organization and attention to detail have allowed me to spend more time on strategic consulting, client relationships and business development knowing the operational foundation of the firm is in capable hands.”