
Are your systems and processes not working as well for you as they once did? Perhaps it’s time to review them. Maybe there are changes that can be implemented to improve productivity and efficiency. We can do this!
Do you need to have your processes documented and turned into "user guides" for others in your office? We can do this too!
We treat every project with the respect it deserves, and don't stop until you are satisfied.
One of our clients, an attorney in Seattle with a thriving practice, initially had great systems in place. However, as his workload grew, his processes started slipping, and things became disorganized. He had been using a basic spreadsheet for his client records, which wasn’t cutting it anymore.
I took that spreadsheet and transformed it into a fully searchable table, filling in missing client information along the way. We also implemented a color-coding system to make his workflow more efficient: pink means the client is on hold, blue requires immediate attention, and tan signifies the file is in progress. This not only improved his ability to find the right information quickly but also helped him stay on top of his workload.
These are just a couple of examples of how I help clients streamline their digital spaces and processes. Whether it’s organizing files into a logical hierarchy or turning a spreadsheet into a powerful tool, I bring clarity and efficiency to their systems, helping them work smarter, not harder.