Our Services
At the core of our offerings is a commitment to data-driven excellence. From optimizing processes to minimizing risks, we tailor solutions to your unique needs. This is the foundation of how we help your business run more efficiently and successfully.
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Platform configuration and setup (CRM/ERP systems including Salesforce, AppFolio, QuickBooks Online)
Data migration and cleanup during system transitions
Workflow automation and process integration across connected platforms
Custom reporting and dashboard buildout within implemented systems
Manual transaction and process audits to identify automation opportunities
Post-launch adoption support and staff enablement
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Our consulting work begins by developing a clear understanding of the current state operations in the designated area or process. Qualitative and quantitative data and operational expertise are used to identify areas of opportunity and recommendations are presented for improvement to lower costs, drive efficiency, and reduce risk.
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The Operational Risk Assessment service takes a broad but comprehensive view into your business operations. Each operational process in your business is risk-rated based on inherent risk and existing controls to determine areas that may benefit from our other services or may need increased focused from your teams.
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With over 12 years of operations and problem-solving focused experience, Katie offers trainings and project workshops for your team to start the path towards operational excellence. Trainings include: Conducting your own Process Reviews, Using Data to Inform your Business, and more.
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As a fractional leader, Katie provides part-time executive-level expertise, helping lead process improvement initiatives, optimizing workflows, and helping course-correct your at-risk project and initiatives.
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