适用行业
- 教育
用例
- 库存管理
- 虚拟培训
服务
- 系统集成
- 培训
关于客户
Independent Retirement 是一家位于俄勒冈州波特兰的第三方管理公司。这家家族拥有和经营的公司成立于 2006 年,为符合纳税条件的退休计划提供全面的管理、咨询和计划设计服务。该组织致力于帮助客户省钱并为退休做好准备。它为雇主计划发起者和参与者提供广泛的支持,团队由实干家、思想家和帮助者组成。
挑战
Independent Retirement 是一家位于俄勒冈州波特兰的家族拥有的第三方管理公司,其目标是在未来五年内将其客户群增加一倍。然而,缺乏记录良好的业务程序是实现这一目标的重大障碍。该团队认识到需要将其运营系统化以扩展业务。另一个挑战是对部落知识的依赖,如果关键人员离开组织,就会给业务连续性带来风险。此外,该公司还制定了未来的业务收购计划,如果没有记录在案的流程,这些收购将很难整合。
解决方案
为了应对这些挑战,Independent Retirement 聘请了业务流程顾问 Adi Klevit 提供服务。 Adi 向团队介绍了 SweetProcess(一款工作流程软件),并指导他们有效记录业务流程。 SweetProcess 使团队能够记录其业务流程、培训和入职新员工、管理文档的多个版本以及有效地分配和跟踪任务。该软件还提供实时报告,显示员工如何与分配的任务进行交互。该解决方案不仅简化了运营,还为公司未来的增长和收购做好了准备。
运营影响
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