Archive for the ‘Customer Stories’ Category

How Next7 IT Achieved More Consistency in Its Operations With Effective Documentation

How Next7 IT Achieved More Consistency in Its Operations With Effective Documentation

As the president at Next7 IT, a managed services provider, Don Houk leads a team that helps businesses improve their security and productivity over time.

The team at Next7 IT…

Keep Reading

How All Residential Real Estate Built a More Efficient Workforce by Streamlining Its Operations

How All Residential Real Estate Built a More Efficient Workforce by Streamlining Its Operations

As the managing director at All Residential Real Estate, Perry Beebe is committed to offering his clients the best property management services. The constant changes in the real estate industry…

Keep Reading

How Thimbleberry Financial Improved Its Employee Onboarding With Effective Documentation

How Thimbleberry Financial Improved Its Employee Onboarding With Effective Documentation

As president and financial advisor at Thimbleberry Financial, Amy Walls leads a team of financial experts who help clients manage and grow their money for a purpose.

Having standard processes…

Keep Reading

How CFO Services Group Overcame Tribal Knowledge With Effective Documentation

How CFO Services Group Overcame Tribal Knowledge With Effective Documentation

Manny Cosme is the president and chief executive officer of CFO Services Group, a management accounting firm. Part of his responsibilities is to help small businesses streamline their bookkeeping and…

Keep Reading

How Preferred Home Services Scaled up by Streamlining Its Operations

How Preferred Home Services Scaled up by Streamlining Its Operations

As the marketing and customer experience director at Preferred Home Services, Katie Sullivan’s top priority is to create repeatable valuable experiences for their customers.

Featured on the Inc 5000…

Keep Reading

How Belvidere Community School District Trained a More Efficient Staff With Effective Business Process Documentation

How Belvidere Community School District Trained a More Efficient Staff With Effective Business Process Documentation

Sarah Brenner is the director of quality assurance at Belvidere Community Unit School District 100. Upon taking the role, Sarah had the mandate to streamline the company’s operations.

Part…

Keep Reading

How Benchmark Wealth Management Streamlined Its Operations With the Right Process Documentation Software

How Benchmark Wealth Management Streamlined Its Operations With the Right Process Documentation Software

Branch operations manager Sarah Beach and certified financial planner Elian Levatino are part of the leadership team at Benchmark Wealth Management, a financial advising firm. 

With a strong team…

Keep Reading

How Independent Retirement Improved Its Operations With Effective Process Documentation for Growth

How Independent Retirement Improved Its Operations With Effective Process Documentation for Growth

Eric Burnside is the vice president and director of business development at Independent Retirement, a family-owned and operated third-party administration firm in Portland, Oregon.  

As a small business…

Keep Reading

How Rise25 Organized Its Workflow With Effective Business Process Documentation

How Rise25 Organized Its Workflow With Effective Business Process Documentation

As a co-founder at Rise25, Dr. Jeremy Weisz connects businesses to their clients to build life-changing relationships by using effective podcast and content marketing strategies detailed in their…

Keep Reading

How pLink Leadership Eliminated Fear Among Its Employees With a Strong Knowledge Base

How pLink Leadership Eliminated Fear Among Its Employees With a Strong Knowledge Base

CEO Gretchen Pisano and Chief Design Officer Jennifer Schneider at pLink Leadership are passionate about helping businesses accelerate their growth. 

As a fully virtual company with team members across…

Keep Reading