We help teams design effective workflows and organization systems.
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The average employee wastes an hour a day looking for information they need across different apps.
Your team needs to spend less time searching and more time doing.
You tried adding a new project management app with more bells and whistles, but now your team has another tool to manage, and some people aren’t using it at all.
Here’s why it didn’t work: you didn’t automate, set guidelines, or train your team on the new app.
We help you make work more efficient for everyone. We will:
- Assess your workflows
- Design an effective system
- Train you and your team
Services
We build systems using Notion, Slack, Zapier, Asana, Office 365, Monday, and more. We pick up new tools quickly, and we’re confident that we can figure out a solution for even the messiest workflows.
We can help you:
Streamline your software
We’ll reduce the number of logins your team needs, lowering annual and monthly subscription costs
Automate your workflows
We can streamline your systems so there’s less repetitive work
Optimize your data management
We can set up your CRM & AMS so it’s suited to everyday use
Onboard a new platform
We can learn and teach a new system in record time, with tailored, hands-on support
You’re a team player, always prepared, meticulously organized and ready to trouble shoot. You also pick up the work that needs to get done to ensure a perfect customer service experience for our members and delegates. THANK YOU.
All of your hard work helped make this program a success.
VP of Conferences, Managed Funds Association
July, 2020
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Want to learn more? Schedule time with me here or drop me a line.
Let’s talk.
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