•Collaborating with cross-functional teams to implement the Client Referral Management (CRM) system, improving internal referral processes across multiple departments.•Managing project documentation, process mapping, meeting minutes, and risk management for governance committees.•Assisting in project planning, updating the project timeline, and supporting the implementation of key milestones for the CRM's five modules, including a focus on the referral system replacement.•Assist in stakeholder engagement by coordinating steering committee and working group meetings, aligning project objectives, and ensuring transparent communication.•Partnering with the Change Lead to develop training materials and communications to support staff during the transition to the new system.•Assist in ensuring consumer involvement in usability testing, focusing on system readability and overall user experience.•Tracking project expenses and reporting progress to senior leadership, ensuring the project meets its deadlines.