Existing Businesses
When was the last time you took a hard look at the processes you have in place within your company? Have they evolved over time as you added new departments, new technology, or even new leadership? Have you recently had to reduce your staff and you’re trying to figure out the best approach to continue the function?
New Businesses
Maybe you are just getting started in your business and have very few processes in place but don’t know where to get started or even how to build out efficient, effective processes that can be automated to maximize efficiency and minimize cost.
Our Business Optimization Process
We start with a free initial consultation to find out what challenges you are facing and how we can assist you with those issues. Be prepared for questions like:
- What processes do you have in place today? Are they documented?
- What technology are you leveraging as part of the process?
- Is the process manual, automated, or a mix of both?
- If Jane Doe (made-up name) is out of the office, then how does it work?
- How long does the process take? How many people are involved?

After the initial consultation, we can get to work on helping you streamline outdated or inefficient steps that are costing you money in terms of time, tied up resources, frustrated employees, and in many cases, even alleviate tedious, time-consuming tasks that are diverting you from the real mission of your business – serving your customers!
We will help you assess each step in your existing process, recommend improvements, and offer alternatives that you may not have even considered – such as the incorporation of an automation and/or AI tool that is “just right” for your business needs. Our goal is to minimize cost – we are not a product company and so you normally won’t hear us recommend wholesale replacement of your technology platform in order to achieve efficiency like many of the other service providers out there.
We will work with you to find the best solution to your optimization challenge that balances efficiency, your available budget, and maximizes your return on investment (ROI). Whether you are a solopreneur or have a few dozen employees, setting the right foundation for your business is critical to long-term success.