适用行业
- 教育
用例
- 库存管理
- 虚拟培训
服务
- 培训
关于客户
Thimbleberry Financial 是一家位于俄勒冈州波特兰的财务规划和财富管理机构。该组织为客户提供宝贵的建议,帮助他们以最有效的方式实现财务目标。 Thimbleberry Financial 的团队优先考虑与客户的关系,努力充分了解他们的需求并提供定制服务来满足这些需求。受到当地对其直接社区具有吸引力的顶针莓果实的启发,该组织为为其当地社区提供最佳服务而感到自豪。
挑战
Thimbleberry Financial 是一家位于俄勒冈州波特兰的财务规划和财富管理机构,其运营流程面临着挑战。总裁兼财务顾问 Amy Walls 在 Microsoft Word 文档中创建了业务流程以增强其运营。然而,该团队在获取有效执行任务所需的信息方面遇到了困难。当组织开始出现人员流动时,问题就变得更加明显。由于无效的文档,团队成员无法跟踪他们的活动。尽管艾米最初相信她的流程清晰有效,但很明显,团队成员正在放弃文档并按照自己的方式做事。
解决方案
该解决方案以 SweetProcess 的形式出现,这是艾米的业务教练推荐的工作流程文档软件。最初,艾米不愿意采用新工具,因为她认为现有的文档已经足够了。然而,SweetProcess 的实施表明,她最初的流程并不像她想象的那么有效。 SweetProcess 允许团队将连接的流程链接在一起,为他们提供完成多层任务所需的完整信息。除了文本之外,该软件还提供各种文档选项,使员工更容易理解他们的任务。此外,SweetProcess 还促进了团队成员之间的无缝协作,即使有些人不可用。这是团队之前使用的客户关系管理 (CRM) 软件无法实现的协作级别。
运营影响
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