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The Process

WorkStream Business Systems uses a specialized, refined process to transform businesses in the short term for the long term. How could your company change over just 90 days with one-on-one support from WorkStream?

Our Process

We start with a health score assessment to diagnose the current health of your company. What is your workflow like? Is your leadership dialed in and engaged? Are your customers satisfied? 

This information helps us to create clear, actionable steps that help your company over the course of a 90-day transformation. Your transformation might include things like COO services, technology or software improvements, or changing your workflow model.

Finally, we will enter phase 3 and check in on how you’re doing. Our ongoing consulting will make sure that you continue on a path of progress and success!

1. Phase One: Health Score Assessment

Our health score assessment evaluates your business the way that it works today in a wide range of categories. What things will be assessed during phase one?


People
  • Human Resources
  • Performance Management
  • Engagement
  • Performance Incentives

Process
  • Workflow
  • Organization
  • Efficiency

Technology
  • Workflow
  • Organization
  • Efficiency

Culture
  • Leadership
  • Engagement
  • Culture

Client Engagement
  • Client Interactions
  • Referral and Repeat Customer Percentage
  • Customer Satisfaction


·  Human Resources

· Performance Management

· Engagement

· Performance Incentives



· Workflow

· Organization

· Efficiency


  • Hardware
  • Software
  • Automation
  • Hardware
  • Software
  • Automation


· Leadership 

· Engagement

· Culture


  • Client Interactions
  • Referral and Repeat Customer Percentage
  • Customer Satisfaction

2. Phase Two: 90-Day Transformation

The 90-day transformation will change the way that you work forever. Once we assess your business, we will develop a custom plan to streamline operations, simplify where necessary and improve efficiency. Every 90-day transformation is different. What elements could yours include?


Consulting
  • Leadership Guidance
  • Technology
  • Process
  • Productivity
  • Executive Support
  • Scalability

Technology
  • Leadership Guidance
  • Technology
  • Process
  • Productivity
  • Executive Support
  • Scalability

Project Management
  • Change Management
  • Implementation
  • Embedded Project Manager
  • Partially-Embedded Consultants

Partners
  • Connect with Other Resources

Workshops
  • Productivity
  • Leadership
  • Team Building


· Leadership Guidance

· Technology

· Process

· Productivity

· Executive Support

· Scalability


  • Specifications
  • Software Research
  • Implementation and Transition
  • SQL/Accessibility
  • Change Management
  • Implementation
  • Embedded Project Manager
  • Partially-Embedded Consultants


· Connect with Other Resources



· Productivity

· Leadership

· Team Building 


3. Phase Three: Ongoing Consulting

How do you maintain the results that you worked so hard to get during your 90-day transformation? Through ongoing consulting!

WorkStream will keep in touch with your business to identify additional areas of improvement and ensure all of the changes are working properly. Accountability is key to long-term success, and through our consulting and follow-ups, you can rest assured that someone is always here to help. 

Technology needs to be front-and-center in your business’s workflow. Is tech helping or hurting your business?

Unfortunately, many businesses don’t fully understand what technological solutions they need and why they need them. This leaves vulnerable small businesses to invest in the “next big thing” or nothing at all, instead of the right thing. 

WorkStream Business Systems is a trusted partner to many businesses looking to navigate all of the unknowns that technology encompasses. We can help you to identify and implement the right solutions for your business.

Are You Tired of Putting Out Fires?

In business, a fire is a sign that something isn’t right. Whether it’s not being proactive about planning or failing to prepare your technology for staffing increases, a fire can do devastating damage that snowballs over time. At WorkStream Business Systems, we are experts in fire-fighting. Common fires we prevent are:

  • Technology breaking down without a solid back-up system, due to a lack of software updates or improper maintenance
  • Workflow falling apart due to a lack of foresight, inadequate checks and balances or breakdowns in communication
  • And more!

We implement technology that will help drive your business while getting the most from your investment.

Technology is an inescapable part of life today, from our personal smartphones to our office VoIP systems. While not using technology isn’t an option, many businesses are tethered to antiquated, inefficient or unnecessary technology and software. 
Are You Afraid of Technology?

It’s easy to be afraid of what you don’t understand. Set yourself up for small successes through a reliable partner like WorkStream. Many businesses go “all in” on a huge change without knowing what was best for their business. Thousands of dollars later, they still don’t have the right solution for their needs. We can help guide you through your fears about technology and gradually bring your business up to speed. 

We’ll help you choose and implement the right software, automate all processes possible and streamline your workflow. 

An Office with Our Customized Solutions Runs Efficiently and Virtually Error-Free with Almost No Maintenance

Our software and technology solutions will help you to:
  Sell More
  Cut Costs
  Eliminate Errors
  Impress Customers
  Refine Reporting
  Run Your Business Without Worry

Whether your solution will be off the shelf, a customized website, or MS Access or SQL database, we’re here to make sure you have technology tools you need to succeed.

Get a Free Consultation from WorkStream Business Systems.
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