Case Studies

Problem:   Onsite staff performance on these complex procedures was not adequate. Staff needed constant reminders, re-training, and direct support.Staff insisted on doing it their own, manual, time-consuming way.Leadership spent too…

Problem:   The third-party accounting firm was not fulfilling its commitment. Monthly reports were being delivered late.Reconciliation issues were not being resolved accurately or promptly.Financial reports had errors.The third-party accounting firm…

Problem:   New team members and seasoned team members were not getting along.Generational and personality differences were impeding teamwork.Toxic negative communication methods used in a joking manner.The whole company noticed the…

Problem:   Manual procedures were time-consuming and inconsistentThe drama between staff due to process confusion and miscommunicationDuplication of efforts between Community Manager and Admin staffPrinting and mailing all these letters were…

Problem:   Manual daily lockbox files MUST get uploaded, even when staff is sick or on vacationTime consuming manual matching of bank transactions each monthMust go into a separate system to…

Problem:   The accountant broke her arm, needed surgery, and could not work for 2 weeks15-month end financial reports needed to be done as soon as possibleNo time to train another…