
Case Study
Monarch Recovery Services
Monarch Recovery Services is an Addiction Centre of Excellence in the Sudbury Manitoulin area of Ontario. They serve men and women ages 16 and over who are struggling with drug and/or alcohol addictions.

The Problems
Monarch Recovery Services is currently expanding their services and their reach, adding more facilities and staff. As they grow in size and complexity, so does their need for more efficient processes and systems.
Their core challenges include:
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Having multiple versions of documents with no simple way to search for the most updated version
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Relying on emails to communicate, leading to crowded inboxes and not knowing whether staff has read important information
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Using hiring and onboarding processes that are inconsistent between facilities and inefficient to manage
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Organizing required documentation to meet the extensive accreditation requirements from the Standards Council of Canada, the International Society for Quality in Health Care (ISQua) and the Asia Pacific Cooperation (APAC)
Strmline's Objective
To decrease the complexity inside Monarch’s internal file sharing and communication processes, and develop efficient processes and tools around an integrated, central system. Also, to create an online hub for employees to easily access forms, training material, engage with one another, and receive important updates.
This includes:
• Leveraging the full value of M365, a platform Monarch already has, which includes streamlining Monarch’s business operations, ensuring all their tools are fully synced with M365, and developing processes that are not only efficient but designed for a future of elevated growth and impact in the community.
• Improving hiring and onboarding processes by developing flows and forms that support Monarch’s goals and requirements.
• Designing a system to house all relevant information to pursue accreditation & funding opportunities in one place so Monarch can act efficiently and effectively.
• Developing processes and tools that help avoid having to duplicate personnel, reporting, and bookkeeping data in multiple places.
The Outcome
In a few short months, Strmline has helped Monarch:
• Migrate all their staff emails onto M365
• Developed new channels on Teams for important group communications, limiting email threads
• Implement online forms that replace paper/manually submitted versions, making mandatory forms for new employees, training materials, and HR processes simpler
• Develop an efficient filing and filtering system, making it easy to tag and search for specific documents, find discrepancies in records, and locate the latest version
• Create flows for internal processes, ensuring steps have been completed by certain individuals and limiting back-and-forth communication.
• Developed a comprehensive system to house, locate, and update accreditation documentation.

“I appreciate how skilled Strmline is and how much they care; not only do we have a defined end goal, but pragmatic support at the leadership level to get us there, week by week.
They always have our best interests in mind, and there is no dumb question as we implement organization-wide changes.”
Roxane Zuck, CEO of Monarch Recovery Services
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