Scribehow > Case Studies > Transforming Documentation and Training with Scribe: A Case Study on Beacon Benefits, Inc.

Transforming Documentation and Training with Scribe: A Case Study on Beacon Benefits, Inc.

Technology Category

Cybersecurity & Privacy - Security Compliance
Robots - Collaborative Robots

Applicable Industries

Education
Equipment & Machinery

Applicable Functions

Quality Assurance

Use Cases

Leasing Finance Automation
Virtual Training

Services

Training

About The Customer

Beacon Benefits, Inc. is a small professional service provider based in Boston, Massachusetts. The company serves small and micro businesses, partnering with national investment service providers and local tax and financial professionals to provide state-of-the-art retirement programs. Their expertise allows them to create custom retirement plans suitable for each business. Their staff includes retirement plan experts with more than 20 years of experience in the field, working with small to mid-size businesses. Their local support ensures a continuity of service for long-term success. The company operates in the 401K Market, acting as the architect, attorney, and accountant of a retirement plan, ensuring their clients' compliance and ability to take tax deductions.

The Challenge

Beacon Benefits, Inc., a small professional service provider serving small and micro businesses, was facing challenges in their documentation, training, and collaborative learning culture. The company, which specializes in providing state-of-the-art retirement programs, was struggling with the time-consuming process of documenting procedures and training programs. The complexity of their services, which include payroll, Section 125 administration, and retirement plan compliance, required a high level of organization and efficiency. The company was also looking for a way to foster collaborative learning among their team members, allowing everyone to contribute to team growth and learn new processes.

The Solution

Beacon Benefits, Inc. found a solution in Scribe, a tool that simplifies the process of creating step-by-step guides and documenting procedures. The company's Principal, Danim Ahmed, and his team used Scribe to pioneer two major efforts: formal training and collaborative learning. For formal training, they created Scribes to quickly and efficiently roll out training programs, ensuring all employees were on the same page for even their most difficult processes. They also used Scribe to build and organize company documentation, SOPs, and other training documentation. For collaborative learning, Scribe allowed every team member to answer quick questions, collaborate on new processes, and contribute to team growth. The tool was also integrated with other software like Loom, Miro, Monday CRM, and Journey, further enhancing its functionality.

Operational Impact

The use of Scribe has transformed the way Beacon Benefits, Inc. operates. The tool has made the documentation process simple and easy, a significant upgrade from their previous time-consuming methods. It has also revolutionized their training programs, allowing them to efficiently get all employees on the same page for even their most complex processes. Furthermore, Scribe has fostered a culture of collaborative learning within the company, enabling every team member to contribute to team growth and learn new processes. The integration of Scribe with other software tools has also expanded its functionality, providing more ways to streamline operations. Overall, Scribe has significantly improved the company's organization and reliability, key factors in their industry.

Quantitative Benefit