Business Management Solutions

Ignite Your Brilliance with Technology.

Small businesses often struggle with outdated processes and systems, which can lead to inefficiencies, wasted time, and decreased profitability. Our business management solutions help small businesses streamline their operations, improve productivity, optimize processes, and automate systems to grow and succeed in the modern business world. By maximizing efficiency, our solutions drive growth and enable businesses to focus on what they do best.

Our Sweet Spot.

We specialize in helping small businesses and non-profits get operationally grounded and develop scalable and sustainable infrastructure.

We Learn You.

We start by listening. We work with your whole organization to methodically address your pain points interviews by conducting interviews, surveys, and workshops, providing us with an in-depth understanding of your business.

Collaboratively Unlocking Insights to Uncover Brilliance.

We collaborate with you to unlock insights and uncover brilliance. Our system-thinking, people-first approach analyzes patterns, bottlenecks, and waste in the system to find relevant patterns in processes and customer satisfaction. Together, we establish transparent objectives for targeted solutions unique to your business.

Design Process.

With your team, we design the business process reengineering roadmap and develop potential solutions to process issues. We identify process owners and ensure clear role and responsibility expectations. Our design process results in a multi-year roadmap with decision trees to guide optimal timing for each action. We challenge your thinking and provide industry and customer knowledge to design a tailored strategy with proven approaches and dedicated resources.

Implementation: Getting Beyond Strategic Planning.

We take you through the implementation process. Our team works diligently to ensure that the strategic roadmap is implemented on time while considering your budget, potential risks, and opportunities. We take charge of training, guide you, and stay alongside you throughout this process, ensuring that any necessary changes are made along the way. As a partner, we facilitate a cultural shift within your organization, enabling you to embrace leaner, more productive operations that drive the growth of your business.

Continuous Feedback Loop.

We implement a control plan to ensure the ongoing success of the improvement and track process performance. We provide continued implementation, post-implementation monitoring, and a focus on benefits realization to help you accomplish your goals

Your Partner for Business Management Solutions.

We implement a control plan to ensure the ongoing success of the improvement and track process performance. We provide continued implementation, post-implementation monitoring, and a focus on benefits realization to help you accomplish your goals.

Our teams bring a wealth of skills and experience, including expertise with the following tools:

Business Management & Productivity Tools.

• Airtable
• Asana
• Dropbox
• Google Workspace
• Harvest
• Jira
• Microsoft Suite
• Microsoft Teams
• Monday.com
• Notion
• One-Drive
• Slack

E-Commerce, CMS, Marketing & Sales Tools.

• Beehive Membership
• Big Commerce
• Canva
• Drift
• Drip
• Droopal
• Hootsuite
• Hotjar
• InVision
• Pardot
• Pipedrive
• Salesforce MarketingCloud
• Shopify

Customer Relationship (CRM).

• Dynamics CRM
• Hubspot
• Salesforce
• Zoho

Donor & Grant Management Tools.

• Blackbard
• Bloomerang
• Little Green Light
• Salesforce Nonprofit Cloud

Financial Management & Payment Processing Tools.

• PandaDoc
• Quickbooks
• Stripe
• Zoho Invoicing

Inventory Management & Order Fulfillment Platforms.

• Fishbowl
• Quickbooks

Data Management & Analytical Tools.

• Data Studio
• Google Analytics
• Moz Pro
• SEMRush

Law Firm Case Management & Client In-Take Tools.

• Clio
• LawMatics
• MyCase
• Practice Panther
  

Survey and Forms.

• Google Forms
• SurveyMonkey
• Zoho Forms
• Typeform

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