Opportunity Finder
Ready to get started?
Walk yourself and your team through the questions below to start identifying areas of potential improvement.
What recurring tasks do you have (daily, weekly, monthly, etc.)
1
What emails/communications do I create and send regularly?
- Same message, different person/people…
- Same people, updated information…
2
What documents/files do I create or format regularly?
- Quotes, contracts, standards, forms, work instructions…
- Reports, budgets, action plans, calculators…
- Design reviews, sales presentations, operating updates…
3
What data do I summarize and/or report on regularly?
- Project status, expenses, scrap, sales…
- Contact requests, social media stats, media posts…
What collaborative tasks do you have (within a team or across departments)?
1
What documents/files do I create differently from other teams?
- Quotes, contracts, standards, forms, work instructions…
- Reports, budgets, action plans, calculators…
- Design reviews, sales presentations, operating updates…
2
What information/data is accessed by multiple teams?
- Sales & operating reports, talent assessments, project status…
- Internal department contacts, external supplier & customer contacts…
3
What information/data is collected from multiple teams?
- Help/enhancement requests, PTO requests…
- Cost savings or design idea submissions…
MEETINGS!
1
What recurring meetings could I reduce/eliminate by having real-time data available to all parties?
2
How much time would you save preparing for those meetings if the data was already available in a clean, aesthetic dashboard?
3
How much time would you save emailing the people who didn’t show up to your meeting, but still want to know the information, if you had a link to the information already nicely formatted for them?
Ready to get started?
Simply reach out to me, share your areas of opportunity, and I’ll swiftly create a solutions package that turns opportunities into efficiencies!