In operation for more than 30 years, the firm decided to change their processes to a more progressive outlook, leveraging technology to increase efficiency and reduce their paper-intensive environment.
After observing the firm for two days we discovered several pain points experienced by staff and identified improvement opportunities that would transform the business.
The digital migration of 11 paper-based client-facing forms has significantly reduced double-entry and provided clients with a more efficient experience.
Countless hours of manual entry and creating forms were reduced by creating conditional logic online forms that auto-generate internal and client-facing documents. For example, a cost-agreement form previously took 25 minutes to complete, and now takes only 5 minutes.
Reconfiguration of the inquiry and sales process provided the firm with an integrated CRM targeted to successfully manage questions, appointments, and follow ups, and to increase conversation. The result: optimization of the firms’ sales processes and the generation of new business.
Opportunities were identified to deploy Microsoft Teams and Planner, and to reconfigure the firm’s document sharing and storage process. A new architecture of the firm’s digital environment was highlighted as it directly increased productivity and helped staff manage their tasks, access documents, and communicate internally with colleagues.
