Designing process and training for cross-functional teams
to optimize individual efficiency
to increase overall company productivity. 

Workflow Design

How are tasks assigned? How are items approved? Who approves what? Where are files stored? How are files named? 

Many times the process by which a job gets done is left undefined. So in addition to doing the task at hand, the employee is also creating their own unique process for doing it. The inconsistency can lead to confusion and frustration. Not to mention the additional work of recreating the process wheel each time a task is assigned.

I will work with the individuals and teams to identify current roadblocks, recurring issues & complaints, and propose a simple & holistic workflow that accounts for everyone's requirements. 

Documentation & Training

What is the best way to illustrate the designed process? How will the team learn the new workflow and tools that have been selected?

A process is only as good as its implementation. Once a designed workflow is approved, I will document the process with flowcharts, lists, definitions, URLs, and descriptions so that anyone unfamiliar with the process will get up to speed quickly. 

I also host training sessions with varying size groups to ensure that all team members are clear on their role. The training sessions are also used ongoing to assess how well a process is working and discuss optimizations as needs and requests change.

À la Carte Consulting

I have a project management tool and want to know the best way to use it for my needs. We want to identify the current efficacy of our process. We have a process that works but want it clearly documented for freelancers and new employees.

Not every company wants a full workflow (re)design. Sometimes a small team wants advice on how to better work amongst themselves. Or there is a successful informal process that is inefficient to explain without documentation.

I will meet you where your current needs are. There is no minimum or maximum to the amount of help that I can offer. Contact me and we can discuss your specific needs and goals.