By Alejandra Bernal Yepes | 8 mins
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 needed an effective workflow system to document their processes for optimal performance, but the Microsoft Word system they were using was inadequate to meet their […]
By Carlo Borja | 8 mins
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 call for regular updates to the business process. However, the paper-based checklists on the ground initially were ineffective in meeting the documentation needs. They were […]
Start your free trial today
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 is integral to an organization’s success. So Amy created business processes in Microsoft Word documents to enhance their operations. However, her team had difficulty accessing […]
By Alejandra Bernal Yepes | 9 mins
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 accounting needs. Doing these tasks was easier in the early stage of the business. But as the company grew, capturing the nuances of each client […]
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 list in the past three years, streamlining the organization’s operations was essential to managing its fast growth. But the absence of an effective workflow software created […]
By Laura Varon | 9 mins
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 of that mandate was to make information easily accessible to stakeholders, especially the parents and guardians of the students. For this change to happen, the organization […]
By Laura Varon | 8 mins
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 of financial experts, the organization was growing at lightning speed using a team-based approach to financial planning. But there was a missing piece in its operations […]
By Carlo Borja | 9 mins
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, one of the goals of the team at Independent Retirement was to double their client base over the next five years. Streamlining their business operations was a […]
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 Dream 100 ROI strategy. A lot of work goes on in the background to launch and manage the podcasts successfully. Jeremy figured that having detailed standard operating […]
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 the United States, pLink Leadership relied on having everyone operate with the same processes to maintain consistency and efficiency. But achieving these was a challenge in […]
The owner of MiPA, Emma Mills, is dedicated to helping business owners and entrepreneurs focus on growing their businesses. She and her team handle the back-and-forth communications between business owners and their customers that normally take time. To help businesses stay focused, Emma and her team have to be organized and on top of their […]