Project & Process Innovation Assistance

  • Request Project & Process Innovation Assistance: Partnering with individuals and departments to streamline operations, enhance collaboration, and unlock the full potential of our technology ecosystem. We combine process analysis, project management, and product expertise to identify pain points, optimize processes, and implement tools that improve how work gets done. Our services include:
    • Process Discovery & Optimization: Collaborative sessions to map and improve current workflows.
    • Forms & Workflows: Creation, optimization, and automation of digital forms and workflows
    • Project Management Support: Leadership and collaboration to plan and implement technology-driven solutions.
    • Collaboration & Productivity Tools: Guidance on scheduling, communication, document sharing, and team coordination platforms.
    • Technology Recommendations & Implementation: Aligning the right tools to support improved processes, including:
      • Microsoft 365: Teams, OneDrive, SharePoint, Outlook, OneNote, Bookings, Loop, Forms, Power Automate, To Do, Planner, Project, Lists, Visio, Copilot
      • Formstack: Forms, Workflows 
      • TeamDynamix: Ticketing, Asset Management, Project & Portfolio Management, Workflows, iPaaS 
      • Slate: Forms, Workflows
      • Artificial Intelligence (AI): Microsoft Copilot, Microsoft 365 Copilot, and Zoom AI Companion