Streamline Your Digital Systems:

Workflow Automation Audits

Implement simplified and automated digital transformation for your team and your virtual landscape.

If These Sound Like Your Struggles:

You have a detail-oriented team that focuses on all the aspects of the internal system. However, this well-functioning structure is dependent on the manual processes, i.e. manual data collection, storage and transfer, contacting and managing client profiles one at a time, lack of integration and system sync across multiple softwares or platforms, etc.

Your business system is very centralized and the processes are fragmented or disconnected. As the result, your internal workflow has a lot of bottlenecks because task completion always relies on specific individuals or departments. You could be suffering from inconsistencies, miscommunications and project delays already.

You find it hard to track project progresses and individual performances. The lack of visibility and consistency in your system could result in the difficulties of monitoring tasks, tracking specific metrics and identifying possible improvements for a better business efficiency.

Your customer experience and client satisfaction could be poor. The lack of an integrated internal system can have a negative impact on the UX due to the delays and inaccuracies in communication, inconsistent impressions on different platforms, etc. The brand image are closely associated with your customer experience, therefore, you could be worried about possible damaged brand reputation too.

Then We Have A Solution For You:

Our Two-Step Formula: Workflow and System Automation Audit

Workflow System Audit

System Automation Audit

Our Key Deliverables

■ Current Workflow Assessment

■ Digital System Mapping

■ Internal Capabilities and Technology Evaluation

■ Identification of Potential Automation Opportunities

■ Workflow Automations Design and Optimization

■ Phase-By-Phase Implementation Plan

■ Cost-Benefit Evaluation and KPI Setup

■ Risk Assessment and Mitigation Plan

■ Training and Documentation

What You Can Expect

A sophisticated and comprehensive assessment of existing workflow processes, systems and software applications

A better understanding of your current digital landscape and your weaknesses

More time saving on daily operational tasks, adopting a more scientific way to manage your internal team

Fast turnaround times for client-facing services, improving customer satisfaction via faster processing and less waiting time

  • Alexandra was the missing piece I didn't know I needed!

    Every step of the way there has been intention, care, knowledge and a human touch which I value so much. I’m not the most savvy when it comes to back-end and technology in general, but I have felt held and supported by Alexandra, she listens to my needs, hears where the holes are and offers personalized solutions. Working with Alexandra has become a go-to for me, especially during the challenging conversations and decisions about moving my business into the future wisely with grace and intention.

  • Alexandra has been very professional since day one.

    While all of the other advisers are eager to earn your business I was impressed with how intuitive Alexandra was in her questioning and how she quickly identified the areas that we could improve. She is always on time and respects my time during our meetings. So far it has been a great experience.”

  • When I was deciding which digital advisor to sign with I created a template of questions that had a mixture of answers that I knew but also curious the consultants questions back. I ranked the consultants based on industry knowledge specific to me as well as the overall presentation and professionalism during our interview process. One of the most important areas the I wanted to focus on was digital marketing. I called a few of Alexandra's previous clients and all had nothing but good things to say about her instincts and knowledge in this field.

  • I feel tremendously optimistic because of the experience with Alexandra!

    Endless really, customizing what YOU need for YOUR business is what has been the biggest take away. I’d recommend it to anyone looking to recalibrate their business to today's world.

Want To Know More About Our Workflow System Automation Audits?

Reach out to us with your business information and requirements.