Business Process Optimization

Saving money... and headaches

Even with a great product and team, a business built on brittle processes will eventually falter. I work with companies to dig deep on operational details and develop smarter, simpler ways of doing things.

  • Review of contract, billing, and renewal processes
  • Optimization of CRM tools and customer data
  • Development of repeatable new-customer onboarding procedures
  • Best practices for customer support, ticketing, and resolution
  • Internal company optimization: meetings, communication, reporting, and more

by rebuilding billing, accounts receivable, and product renewal processes that enabled the business to move from cumbersome and inflexible financial software to a simpler, cheaper, and more auditable process