Services
Refining Workflow starts an engagement as a project manager and leaves as a trusted partner. As we get to know a client, we look for opportunities for our skills can add value beyond project management.
“It is super helpful to have a sort of quarterback that can help us communicate to stakeholders what’s possible for our team in the given time frame that’s allotted for different projects.”
Project Management
Create and maintain a project plan
Communicate project status to executive sponsors, stakeholders on a set frequency
Develop scope and statements of work
Schedule check-ins with team.
Case Study: Read about how we built processes to guide IT strategy
“Refining Workflow solved all the problems we had at the beginning of the engagement and contributed significantly more knowledge above and beyond to help our internal staff become more successful.”
Business Analysis
Translate business requirements into technical specifications and/or user stories
Review and define new workflows to gain efficiencies
Develop documentation of current processes and procedures
Analyze a marketplace and create a software comparison chart
Case Study: Read about how we helped migrate processes between two tools.
“Not only did she have the skill set to manage this complicated process, she was excellent at communicating status, training and troubleshooting this platform to meet our needs. I was always confident in Janel’s work and trusted every aspect of her management of the project.”
Migration Support
Identifying key functionality, workflows, and data points
Identifying the potential tools that can support the requirements
Writing documentation and training team on new workflows
Coordinating the data migration between tools
Case Study: Read about how we helped replace a legacy system.
CRM Support
Review existing CRM configuration to look for efficiencies.
Support migration of existing processes into a new CRM tool.
Analyze a data set for duplicates and quality control.
Build a data set from unordered data and prepare the data for import.
Create and maintain controlled lists for a database.
Case Study: Read about how we helped determine capacity for a new department.