Business Process Optimization/Automation
The Company & Who We Serve
The company’s team of executives has a 30-year track record of helping businesses improve operational efficiency by eliminating bottlenecks, reducing errors, standardizing processes, and building/implementing business process automation (BPA) solutions so organizations can scale. Many businesses still are relying on manual workflows scattered across email, spreadsheets, and shared documents – leading to inefficiencies, lost time, and missed opportunities.
We help businesses with:
- A significant need for standardized processes
- Existing staff and an organizational structure in place
- Financial capacity for third party expertise
- Annual revenue of at least $3M
Benefits to Your Business
Small and mid-size businesses often face several challenges when automating manual workflows
- Cost and resource constraints
- Limited ability to leverage technology for business growth and efficiency
- Human tasks that lead to errors, delays in operations, and reduced visibility into completed work
Businesses must improve their ability to seize growth opportunities and meet customer demands. Addressing this is where we come in to allow you to focus on the most critical and high-value tasks through automating manual processes and providing support, continuous management, and maintenance of the automation.
We provide:
- Business process automation for small to mid-size businesses. BPA examples include:
- CRM Data Management
- Invoicing and Payments
- Employee Onboarding
- Customer Onboarding
- Inventory Management
- Customer Support
- Data Entry/Data Movement
- Data Backup
- Sales Reporting/Metrics
- Financial Reporting
- Expense Management
- Project Management
- Task/Activity Management
- Follow Ups
- Deadlines
- Progress Tracking
Our proprietary 3-phase approach provides a structured way to:
- Organize workflows through process process design and documentation
- Execute tasks with better visibility and accountability
- Optimize operations with data-driven improvements
Common areas that benefit from workflow automation include:
- Inbox triage
- Invoicing and approvals
- Employee onboarding and training
- Financial and IT audits
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Complimentary Operational Assessment
We offer a complimentary operational assessment at this link to evaluate your current processes and identify opportunities for workflow improvement.
This assessment includes a discovery call, workflow analysis, and pricing review to help you determine if a structured workflow system is the right fit for your organization.
There are no fees or obligation to work with us.
At minimum, you will walk away with additional information and insights.
