By Laura Varon | 8 mins
Introduction As president at Location Accès Crédit, Michel Coutu was committed to assisting his clients with accessing vehicle loans in Canada amid the strict loan regulations in the country. The success of every application required the utmost attention to detail and efficiency among employees. Maintaining such a high standard was a challenge due to the […]
By Owen McGab Enaohwo | 8 mins
Introduction As president and chief executive officer at Tameer Inc., Bilal Farooq was the go-to person for all work-related questions. It did not seem like a problem initially until the questions became unending. Employees would call to inquire about the minutest detail. Keen to put an end to that cycle, he sought a system where […]
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Introduction The portfolio analytics manager at Ginkgo Residential, Sarah Genay, was tasked with overseeing the documentation of business processes at the company. Their goal was to streamline their workflow and enhance employee efficiency, but there was only so much they could achieve with PDF manuals. Keeping the manuals up to date with the latest processes […]
By Owen McGab Enaohwo | 9 mins
Introduction President of Marc Nelson Oil Products, Peter Nelson, had the advantage of experience in his industry after having run his business for decades. But the absence of documented business processes, procedures, and policies created a knowledge gap among his employees and affected their performance. Peter sought the help of Adi Klevit—a business process consultant […]
By Owen McGab Enaohwo | 11 mins
Introduction Luke Pickerill, president of MonteVista Homes, helps home buyers achieve the American dream of owning a home by building custom homes at a production home value price. Building high-quality homes to clients’ satisfaction require a high level of efficiency. However, a lack of effective business process documentation used to cause setbacks. An attempt to […]
Introduction Ben Hendershot is the Chief Operating Officer at Altvia. Working in an organization that helps private equity firms and other private market participants operationalize their software, he was no stranger to streamlining business processes. He was keen on improving his company’s business operations, but finding the right system was a bottleneck. Ben understood that […]
Introduction Mary Pittman is the Process Improvement Leader at IMS ExpertServices, a consultative firm that caters to the world’s most influential law firms. Dealing with such an elite clientele demands excellence. Employees are required to be on their A-game at all times. But achieving that was difficult using manual documentation methods. There was a knowledge […]
Introduction Troy Westley is the CEO at Operoo, an organization that helps businesses, especially schools, go paperless by automating their paperwork. As a fast-growing startup, many new processes were required for new departments and team members. Troy found himself having to explain every process to every team member and that was slowing him down and […]
Introduction As Administrator/HR at Brooks Law Group, Laura Johnson was not new to business processes. The firm had quite a number of processes for rendering their services to injured and disabled people. But these processes were manually managed, and there was only so much they could do with them. Employees were not able to work […]
Introduction As CEO of Good Nature Organic Lawn Care, clients’ safety was Alec McClennan’s priority. The clients granted him and his team access onto their property on the basis of trust. One way to respect that trust was to deliver a great service. But there was a tendency for workers to drop the ball due […]
Introduction Running a business of document management software for lawyers, CEO of Optiable Craig Bayer had a dire need of documented processes to ease law firm management for their clients. He sought to meet this need by documenting the processes manually. But navigating them was a hard nut to crack. Micromanaging employees was part of […]