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When taking on a new client, we always begin in the same place. We complete a comprehensive evaluation and gap analysis to uncover “pain” and missed opportunities. We then investigate every aspect of the organization, speaking with team members at every level, reviewing documents, sitting in on meetings and much more. 

We share all of our findings with you, the business owner, going over recommendations for new and revised systems, processes and workflows. While taking into account cost (time and money) and consequences to you and your team if these changes aren’t put into place, together we prioritize the recommendations and develop a tiered strategy to move forward.

In the following months, we will work together to design and implement these improvements. All necessary documentation will be created and staff trainings will take place to ensure the seamless integration of these new systems and processes.