Process Improvement & Personalized Coaching
We invest time in learning your company processes and procedures to optimize applications and develop the correct road map for success.
We feel the best approach to client engagements start with what we define as a Shared Operational Strategy.
Our Shared Operational Strategy Framework
Measure
The goals and current process of your organization
Evaluate
Where Improvements can be made and operational efficiencies can be enhanced
Analyze
Break apart larger pieces into smaller, more understandable parts logically in order to better align with the measured goals
Elucidate
Review and explain the new shared operational strategy and steps to accomplish the goals
Implement
Work through the first cycle of chosen objectives.
Once this is completed as part of our on-boarding, we set quarterly objectives and begin work on facilitating the steps necessary to complete your objectives.
Areas We Specialize In
SERVICE EXCELLENCE
Packages
Define your service offerings in a way that offers your clients a competitive advantage with clear expectations and service-level agreements (SLAs).
Client Accountability
Measure your service delivery and economics against key performance indicators (KPIs) and performance quality standards.
Delivery
Develop standardized processes and leverage tools to manage and perform service, handle tickets, escalate and resolve problems, and keep clients happy.
Pricing
Charge appropriately for your services based on your cost factors, utilization, and service model.
BUSINESS OPERATIONS
Alignment
We help create harmony by implementing systems, tools, and processes that integrate the various functional areas of the business, so they share information and communicate more effectively within departments and across departments.
Streamline
Our approach creates a streamlined operation in which sales, marketing, service, human resources, vendor management, finance, accounting, business administration, and any additional departments all work in
Customer Success
The result is an organization that delivers high-quality service externally to clients and internally to colleagues.
APPLICATION MANAGEMENT
We Take A Unique Approach To This
We come in with a deep understanding of your business as a professional organization and use technology to enable you to solve issues and transform your business. We specialize in ConnectWise setup, general use and administration.
FINANCE
We Work With You
Standardizing your financial system and be proactive about the financial performance of your business.
Our Forward-Looking Approach
Enables you to more effectively manage your business, plan for needed investments, anticipate issues, and avoid surprises.
SALES & MARKETING OPTIMIZATION
Strategy & Process
We enable success by linking the sales strategy with a system, process, and metrics to identify, prioritize, and manage prospects through the sales funnel
Motivation & Metrics
We aid in aligning your compensation plan and commission structure with desired behaviors and business goals, which will change as your business matures
We’d love to work with you.
Have a question or ready to schedule a discovery call with us?
Fill out the form below to get in touch with us.