Project Management: Process Automation

We transformed a time-consuming manual process into an automated flow.

The Challenge: A prominent nonprofit organization grappled with an inefficient back office process, hindering their mission and compromising their ability to generate donations.

Our Approach: We pinpointed a pivotal process ripe for automation. By spearheading the stages of requirement collection, strategic planning, and effective deployment, we seamlessly integrated improvements into their workflow. Recognizing their subscription to Microsoft 365, we harnessed the platform's capabilities, optimizing value from tools they were already invested in.

Change Management: We didn't just implement and walk away. We championed a comprehensive change management strategy, actively engaging both stakeholders and daily users to ensure smooth transition and enthusiastic adoption.

The Outcome: This initiative not only drove a surge in productivity and minimized errors but also fostered a healthier work environment. This positive shift contributed to enhanced employee retention, as teams flourished in a more streamlined and stress-reduced work setting.