Case Studies
Behind every smooth operation is a process that works — here's how Refining Workflow has helped organizations get there.
Determining Staff Capacity
We learned the standard steps for each project and built a template within a project management tool that would help track these steps. We built processes to review timelines up front during the initial creation of the project, but also once significant milestones were reached. We helped document change requests to help the team track when changes were being made.
Migrating Between Two Tools
We gathered requirements on how each team used the current ticketing system and what requirements and functionality was needed in the new ticketing system. We leveraged a sandbox environment to build out the potential configuration and validated workflows with the teams.
Building Processes To Meet Certification Requirements
We researched and provided recommendations on best practices for software development and user support processes, which included implementing a tool that could support both workflows. We helped develop standard operating procedures (SOPs) and policies that could guide the IT strategy for the organization.
Reconciling Membership Lists
We worked with an outside consultant to build a new website and defining the workflow requirements needed for new members joining and existing members renewing their membership including identifying the needed notifications.
Replacing a Legacy System
The software impacted the daily workflow and processes of multiple units. A cross-unit team met bi-weekly to establish high-level requirements for a future system. This team also defined the current pain points and ideal workflow and processes. Addressing these items, we helped to identify potential software platforms and set up demos of those systems.