Business Operations

Optimize your business systems and workflows.

Many businesses thrive on efficient operations, but without well-defined processes and a centralized system for managing customer relationships. By streamlining your systems, you can eliminate redundancies, improve workflow efficiency, and reduce operational costs.

  • Day-to-Day Workflows

  • Sales Workflow

  • Marketing Workflow

  • CRM Implementation

  • “Taylor deeply understands systems, processes, *and* people. Within 6 weeks of working with Taylor, I had a fully functioning and well-designed dashboard that shared grant management information from across the organization. She listened to my needs and built me something better than I could have imagined.”

    — Samantha McCann, Solutions Journalism Network

Our Process

We approach this work in three phases. First, we analyze and map your current workflows to pinpoint inefficiencies and opportunities. Next, we design and optimize your future state processes, incorporating automation and best practices to achieve your desired outcomes. Finally, we help you implement these changes, ensuring a smooth transition and lasting improvements for your business.

  • Document current workflows to identify bottlenecks, redundancies, and inefficiencies.

    • Process Mapping Workshop: Engaging with stakeholders to understand their roles, current workflows, pain points, and suggestions for improvement, and then collaboratively mapping out "as-is" processes.

    • Documentation Review: Examining existing policies, procedures, flowcharts, and system manuals to gain an initial understanding of documented processes.

    • Current vs. Future State Workflow Mapping & Gap Analysis: Visually representing existing processes ("as-is") alongside proposed optimized processes ("to-be"), and then identifying the discrepancies and requirements for transitioning from the current to the desired future state.

  • Reimagine existing processes to make them more efficient, cost-effective, and aligned with business objectives.

    • Process Automation & Standardization: Automate manual tasks using technology and develop consistent, best-practice procedures across your organization.

    • Current vs. Future State Workflow Mapping: Visualize the existing processes ("as-is") alongside proposed optimized processes ("to-be"), and then identifying the discrepancies and requirements for transitioning from the current to the desired future state.

  • If you are interested, we can help you implement these changes!

We can help.