A client had subscribed to a powerful SAS business intelligence tool for reporting and template generation. But training had gone forgotten by the wayside, leaving the client wondering if it was the wrong tool for their business. Working together, we helped determine it was exactly the right tool to help the client get organized and project professionalism

We helped the client use the system to streamline:

• Branding: every quote, proposal, and document that the system generates is of professional quality and include the company logo, address and contact information on it.
• Proposal templates: Supplies are selected, the client info is entered, a template is selected and it’s done – the proposal gets emails to the client.
• Train field workers on the mobile app: Expanded training ensured wide and continued use. We even used the system to create the training documents.

For internal processes updated:

• Time Sheets
• Weekly Expense Reports
• Employee Handbook*
• Non-Compete Agreement*
• Improve tech-shy owner’s comfort with technology

*     These were reviewed by the client’s attorney

A small non-profit embarking a major fund-raising campaign had no way to keep track of everything – the people, how much they donated, how frequently they donated, who in the organization was talking to whom (capturing that institutional knowledge). There weren’t enough spreadsheets in the world to keep it straight!

The client identified well over 150 data points that they wanted to keep track of. We found a cloud-based CRM tool that could be customized to meet their needs. Now they have the ability to, add meeting notes, track donations, donor communications, generate donor reports and most recently see the results of a newsletter campaign – all in one place, with easy access from a computer or a mobile device. And what’s the best part? The elimination of hand-typed meeting notes through the use of voice commands!

Two challenges plagued a university faculty member – paper (and more paper and more paper!) and using technology. Preparing for classes – keeping the lecture notes, handouts, assignments, links to reading materials, and grades had spiraled out of control primarily because of the amount of paper that was kept.  Our work together included:

• Creating a filing – well, actually a “finding” system – for all of that paper, one that is searchable, just like doing a Google search where the results tell you what file the information is in. A lot of weeding happened along the way – personal info in one place, work info in another and oh yes, that second job in yet another place. All separate and easy to locate.
• Then we created an electronic filing system that mirrored this!
• Upgraded the technology—including the use of double monitors for a more efficient workflow—-all while creating backup systems that eliminate anxiety over lost work.
• Increasing familiarity and comfort with new tools and improving technology skills.