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Systems & processes custom-made for your organization.

Before making changes, we consider the whole landscape. In working closely with your leadership team, we learn the ins and outs of your initiative and how your team functions, which helps us design smart, scalable processes for you.

microsoft 365 solutions

Strmline Your Processes | Make A Bigger Impact | Take Your Organization To The Next Level | Improve Your Internal Culture | Strmline Your Processes | Make A Bigger Impact |

Tools & Systems

People

  • Culture. Create a central online hub for all your staff to connect across various sites, departments, and arms of the organization
     

  • Onboarding. Develop a system that can handle an influx of new staff, where people can access training, staff profiles, time tracking, and reporting
     

  • Simplicity. Automate your personnel information and forms, decreasing manual labour and reducing the risk of missing, duplicated, or incorrect information

Processes

  • Automation. Transform time-heavy jobs into simple tasks that take a just a few seconds to complete, before automatically being sent down the chain
     

  • Efficiency. Streamline bookkeeping processes like updating invoice statuses, asking for spending approval, and recording expenses 
     

  • Communication. Tag employees who are responsible for completing a task, including any related data that is important to see at a glance

Data 

  • Security. Make sure your data is safe and secure. Avoid fraud and phishing attempts by moving communications out of email and other risky channels
     

  • Clarity. Quickly find documents using well-designed filters, instead of scrolling for lost files inside mystery folders
     

  • Accuracy. Avoid duplication and multiple file versions by accessing one central, shared file that tracks edits by all parties

How We Work

Our philosophy is that tools are useless without great processes, custom details, and solid training so that your people can use them effectively. This is why we first focus on building out operational procedures that align with your organization’s goals, before developing tools to support them. 

Audit

First, we get under the hood. We learn more about your operations and current toolset to understand what isn't working. We help identify where there is inefficiency, duplications of data, unnecessary costs, lost time and energy, and talented staff who are bogged down by admin.

Process

Tools are only as good as your processes. This is where we ask: How can we streamline your business operations? We collaborate with you to determine what will make things easier, more efficient, more enjoyable, and clearer for your staff. As we develop processes, we learn how best to develop the simplest, most user-friendly solutions for your

Implement

We methodically and intentionally roll out changes. We understand that change is a big deal for a growing organization. We help roll-out M365 based on your priority, budget, and impact. By ensuring your staff and management team are trained each step of the way, we help your people adopt changes to their processes with ease and understanding. 

Bring your processes & people onto the same page.

We’re here to help you clear up energy and resources so you and your team can better fulfill your organization's core mission.

business process automation

1,000 +

Successful projects completed. Join our clients in streamlining your systems.

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