Process Design and Automation

At The MJW Group, we create solutions that work in the real world, and we have the track record to prove it.

Process Design and Automation

Environment

Professional/Personal Development:  Leadership Coaching Services

The Problem Definition

Improve the manual Process of tracking Clients through the System from signing-up for coaching sessions, invoicing, increasing the Team’s productivity, and enabling more time to focus on Company growth.  Additionally, implementing required training as well as establishing documentation for new Applications, Processes, and Procedures to build internal Expertise to meet the needs of servicing their Customers.  

IMPROVEMENT
FOCUS

Automate current Technological Solution and improve Business Operations in preparation for growth in coaching service offerings.

Results:

The Team Automated the Dubsado workflows across their coaching offerings enabling the ability to seamlessly scale the Solution for anticipated increased volume of onboarding new Clients, conducted application training, established Team responsibilities matrix, and created Operational documentation on Processes which were previously non-existent.

 

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