Workflow Design
Create and document the best way things should be done and how everyone works together.
Design
Design of a process, based on your requirements, by which teams within your organization will work independently and together to complete projects.
Documentation
Receive a documented, holistic, process that is easily digestible by current and new employees.
There will be many color-coded user flows.
Training
Train employees on how to get things done with less frustration and more time to focus on their jobs.
Workflow Training
- Process training for the entire company to learn and review the new or existing workflow
- One-on-one or team workflow training for individuals, upper management, functional teams
Producer Training
- Training for client-facing producers and project managers to learn how to interact both internally and with clients
Process Triage
Identify issues with the current process and learn key areas and ideas for improvement.
Surveys
- Custom surveys for employees to voice their opinions on current process efficacy
- Formal process analysis with recommendations for optimization
One-on-One Interviews
- Interviews with members of all levels of the organization to identify recurring pain points and goals for optimization
Tool Analysis
- Review of existing and potential project management, reviews, and bug tracking tools
- Delivery of tool scorecard for selection of necessary tools
Set Up
Get tools online, accounts created, and/or templates established to save time for the entire team.
Tool Set Up
- Set up of any tools or platforms selected
- Includes account creation, cheat sheets, example items for reference
Template Creation
- Formalization of document templates to achieve standardization
- Most common templates include project briefs, agendas, SOWs, budgets, and meeting notes