top of page
IMGL0223re_edited_edited.jpg

Take a peek behind
the curtain at real-life examples of our work.

Read real-life examples of our success stories, showcasing how we have helped our clients overcome their operational challenges and achieve their business goals. From project management to workflow optimization, our team of experts has the knowledge and experience to help your business succeed.

Anchor 1
Client Success

A Step to Freedom, an organization that has been making a positive impact for 30 years, required assistance to improve its internal systems and processes to facilitate growth and expansion. To achieve this, we collaborated with the core team for seven months and completely restructured how they manage daily operations both virtually and on-site. This resulted in a more efficient and streamlined organization-wide approach to daily tasks and responsibilities. 

A team that believes in serving the community.

ASF provides transitional housing, programming, and supportive services that enable participants to free themselves by circumventing the barriers that typically prevent justice-impacted and homeless individuals from securing self-sufficiency. Click here to support their work!

a step to freedom

Monday.com was introduced to the team, but the project management system was not fully utilized and lacked customization to facilitate daily work and team collaboration.

PROJECT MANAGEMENT TOOL

Insufficient resources were hindering the ability of core team members and contractors to grasp and execute core processes on their own.

RESOURCE DEVELOPMENT 

Support was needed to clarify the responsibilities of team members and the ways in which collaboration should take place. A rewrite of the information is needed.

SCOPE CLAIRTY 

Shared Drive lacked consistent file paths, naming conventions, and structure for virtual and onsite teams.

SHARED DRIVE STRUCTURE

We utilized our workflow discovery process to identify gaps in the scope of work and contractor contracts, pinpoint opportunities for delegation by the CEO, and determine which duties should be reallocated among team members.

​Monday.com was restructured as a centralized workspace for their programs and operations team. We designed custom workflow boards and supporting resources for each department, taking a 360 approach.

Our team spearheaded a resource development initiative that yielded more than 70 resources for diverse departments and positions. These resources comprised standard operating procedures (SOPs), processes, and templates.

Our project included implementing a new password management system, restructuring the team's Slack workspace, and overhauling the shared drive.

We assisted the team in reorganizing their regular meeting schedule, modifying agendas, and facilitating a fresh preparation process for administrators.

We facilitated 10 training sessions for the Administrator and support team members.

This process included hands-on training in the new systems and supporting processes.

The Handoff

The Buildout

The Foundation

TECH TOOLS USED
2560px-Google_Workspace_Logo.svg.png
Logo-monday.com-2.png
calendly.png
1280px-Dashlane_logo_2020.svg.png
zapier.png
IMG_2794 (1).jpg
kenya kirkland

EXECUTIVE DIRECTOR

“This is 31 years of a company working how we were that we’ve pulled together in this timeframe and upgraded and up-leveled. It has been a heavy lift, and I really applaud you guys. You have done an amazing job.”  - Kenya Croom 

Are you ready for a change in your team’s efficiency? 

Learn more about our 9-month team operations development service here. 

bottom of page