Project & Process Innovation Consultation

  • Request Project & Process Innovation Assistance: We offer collaborative consultations with individuals and departments to assess current practices, identify opportunities for improvement, and align tools with strategic goals. Through a blend of process analysis, project management, and product expertise, we help uncover pain points, streamline workflows, and recommend solutions that enhance 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