The Situation

A client engaged Percheron to provide title support for a large-scale solar project. The project required two distinct title deliverables—one tailored to the client’s title company and another specifically prepared for the client’s title attorneys. While each deliverable had a different scope of work, there was notable overlap in the underlying title requirements.

The client needed an efficient solution that would satisfy both sets of requirements without unnecessary duplication of effort, time, or cost.

The Strategy

Rather than managing the scopes separately, which would have resulted in duplicated work and increased manpower, Percheron executed both scopes simultaneously. Leveraging the capabilities of Percheron’s GRID system, the team was able to clearly separate the two deliverables while ensuring all overlapping requirements were accurately reflected in each.

This coordinated approach allowed Percheron to streamline workflows, maintain consistency across deliverables, and efficiently manage project complexity.

The Success

Both the title company and title attorneys received complete, customized deliverables that fully met their respective requirements. By eliminating redundant work and optimizing data management, Percheron delivered the project efficiently while saving the client both time and money.