Applicable Industries
- Cement
- Retail
Applicable Functions
- Sales & Marketing
Use Cases
- Construction Management
- Time Sensitive Networking
Services
- Training
About The Customer
The customer in this case study is a successful construction company owner who was working 60 hours per week and felt like he was the linchpin that held the company together. He had a strong desire to pass on the day-to-day management of the company and semi-retire so that he could travel and spend more time with his family. However, he felt stuck and couldn't see a way out. He had worked hard to earn his freedom but was unable to enjoy it because he was so deeply involved in the day-to-day operations of his business.
The Challenge
Business Success Consulting Group, a B2B consultancy, faced challenges in systematizing their own consulting activity and helping other companies optimize their businesses. The CEO, Adi Klevit, noted that business owners often felt overwhelmed when it came to systematizing their businesses, with common questions being where to start, how to find the time, and how to get leadership and staff on board. Some businesses had attempted to document procedures themselves or assign them to someone else on their team, but these efforts often fell short. Common issues included lack of know-how, accountability, and persistence, inaccessible documents, outdated procedures, and lack of training and coaching for team members. The cost of not having proper systems in place was significant, with businesses losing potential revenue and profit, experiencing high employee turnover rates, and struggling with chaos and inefficiency.
The Solution
To address these challenges, Adi introduced her clients to SweetProcess, a document management software. She recognized its value in enhancing her consulting services and was impressed by the positive feedback from her clients, who found it easy to use, elegant, and simple. Adi's approach to helping clients included identifying processes that needed to be documented, mapping the flow of processes in the company, working with different team members on documentation, setting due dates and keeping them accountable, and training and coaching on getting systems followed by everyone in the company. One notable success story was a client who owned a successful construction company. With the help of Business Success Consulting Group, he was able to systemize his company by creating clear procedures for every aspect of the company, including HR, marketing, sales, finance, project management, construction, and business development. Policies outlining the important rules and guidelines for the company were also created and implemented.
Operational Impact
Quantitative Benefit
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