Workflow Operations

Having an external team help manage workflow means you can sell the business or reduce the amount of time you work without it all falling apart when you leave to enjoy the dream

Our Workflow Ops solutions help:

  • Understand workflow and staffing needs

  • Keep the business organized and "clean"

  • Enable efficient and transferable management

  • Turn the business into "sellable" or "retirement ready" asset

Ops Solutions for Budget Conscious Growth

workflow management solutions that turn a businesses into "sellable" or "retirement ready" assets

Core Plan

The administrative solution every business needs.

This solution helps:

  • Maintain and organize documents

  • Centralize workflow emails

  • Administer Strategic & Board Meetings

Our Deliverables

  • Strategic meeting organization & notetaking

  • Organize business files

  • Actively monitor centralized inbox

Workflow Manager

This solutions helps:

  • Understand recurring workflow

  • Understand staffing requirements

  • Deploy Workflow Software

Our Deliverables:

  • Dedicated Workflow Manager

  • Department Responsibility Summaries Write Up

  • Workflow Management Software Admin

Policies & Procedures

This solutions helps:

  • Establish Core Workflow Policies and Procedures

  • Document Key Business Processes and Workflows

Our Deliverables:

  • Workflow Software, Policies and SOP Set Up

  • Document key business SOPs

  • Other Custom & Ad-Hoc Projects