Case Study: Streamline company-specific workflows and reduce backlogs A newly established division was processing business, but without orderly, standardized, or efficient workflows, causing delays in meeting the needs of their clients. The division had created "make-shift" procedures to support their incoming business, recognizing that it was inefficient and cumbersome. spent several days on-site evaluating the client’s existing operation and interviewing the staff to determine how the client was presently processing their business. assessed the client’s existing procedures to determine how to streamline and improve efficiency. In addition, identified where new procedures were needed to better process and manage their business. The following were results for this project: Existing procedures were streamlined and standardized, allowing the staff to concentrate on supporting their clients instead of dealing with the flow of work and its backlog. New procedures were created for processes that would enhance the client’s ability to meet the needs of their clients. Operations Manuals were created for each of the 3 business segments that documented the newly established processes. (Each business segment had different compliance requirements so a separate manual had to be created for each of them). These manuals were used for both reference and training. Commentary: A manager commented that with the new Operations Manual, the newly hired field marketing staff would have a resource to address their questions allowing them to become functional more quickly. Contact us at Questions@aldridgekerr.com for more information on how we can assist you with streamlining your processes.
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