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The Process Optimization Package delivers workflows aligned to the platform for operational efficiency and consistency.
Timing: 4 to 6 weeks
Package includes:
Process mapping workshop (up to 12 hours) to identify workflows, bottlenecks, and automation opportunities
Configuration of custom workflows, case templates, and user roles
Time tracking and invoicing setup
Two live training sessions plus one live admin session
60-day success follow-up and performance review
The Process Optimization Package delivers workflows aligned to the platform for operational efficiency and consistency.
Timing: 4 to 6 weeks
Package includes:
Process mapping workshop (up to 12 hours) to identify workflows, bottlenecks, and automation opportunities
Configuration of custom workflows, case templates, and user roles
Time tracking and invoicing setup
Two live training sessions plus one live admin session
60-day success follow-up and performance review