— Testimonial – The VMC Group
— Testimonial – Summit Trail Advisors
— Testimonial – Sales300
— Testimonial – Hub Truck Rental
— Testimonial – Apple & Eve
Apple & Eve
Type of Company: Food Manufacturer
Situation: Transitioning to paperless system; loss of accounting staff with no backup; organizing the company for sale.
Objective: There were multiple objectives: (1) Losing key members of the accounting team – document the critical tasks before they left; (2) Create process workflows for multiple departments to help create the underlying structure for document management software; (3) Assess / reassess accounting department processes to improve efficiencies; then gather and document the critical knowledge; and (4) Help organize company for sale.
Action: We spent time to understand their processes and evaluated new software to determine potential efficiencies. Then we created comprehensive process workflows to help Apple & Eve’s software company and technology department. When some key players were leaving, we gathered and documented the information needed to retain critical and unique knowledge internally, allowing to quickly training replacements. We also reassessed some of the practices in the accounting department, enhancing efficiencies. We were able to evaluate the staff and help make critical decisions on the future of the staff and company. In addition, our network of business contacts helped them hire a new Controller.
Results: We opened their eyes to some vulnerability in both their staffing and the way they conduct business. We helped enhance efficiencies, improve processes, and make moves necessary to put them in position for the sale of the company. We coordinated effective meetings and achieved our objectives, all while meeting deadlines and adhering to budget constraints.
Type of Company: Manufacturer/distributor/retailer
Situation: (2) Two new software packages installed; current staff trained
Objective: Capture the process and all tasks performed by the various staff in the finance department for all tasks including daily weekly monthly quarterly and yearly finance transactions
Action: Work closely with each team member to audit and capture the individual processes: create workflows for individual tasks and create step-by-step process documentation for new staff that will be hired; as we worked with these processes we found some that were cumbersome and working with the director of finance and his team streamlined many processes.
Results: Created a comprehensive 83 section document that included workflows and step-by-step details for all procedures for the Department of finance. A side benefit to Canon USA was to help see our processes more clearly to reassess our practices, enhancing efficiency and improve our processes.
A&Z Pharmaceutical Inc.
Type of Company: Pharmaceutical
Situation: Limited software, process not consistent, no documentation, new employees
Objective: Buying a software system that would incorporate all departments and processes. Needed to document all processes in order to present the processes that the company was accustom to performing and match the appropriate software to their needs.
Action: Spend time to get to know the company. Coordinating a large number of departments; set up schedules; get the right level of cooperation from both managers and staff. Audit the processes while creating Workflow documents. Gathered a software “wish list” of procedures department managers required to move forward making their team and software more efficient.
Results: A&Z Pharmaceutical for the first time had their workflows in writing as well as the wish list from each and every department. The company recently has installed a new computer system and most of that wish list has been realized.
Type of Company: Food Manufacturer
Situation: The Company needed to automate the warehouse; Shipping and Receiving area not efficient; Key personnel in wrong positions;
Objective: Had a number of issues to tackle.
Action: Working with individuals, we developed relationships while learning about their daily functions, their concerns and new ideas for the future of their departments. Worked with the staff to audit and streamline processes that involved multiple departments’ cooperation. Worked with the Company Executives to form an Executive Committee and helped to restructure the Organization Chart.
Results: As a result of the reviews, restructuring and process improvements we created a manual for each departments’ process including workflows and step by step details. This document was used to train new personnel as the company expanded. Additional major accomplishments included:
Merritt Environmental Consulting Corp.
Type of Company: Environmental Consultants
Situation: In 2011 a Business Coach recommended having a Standard Operations Manual created by Unique Business Solutions. We had nothing in writing and knew if we wanted to grow, this was something that would help our company. Over the past 3 years the CEO has reached out regularly to get help in various Consulting areas.
Objective: As a Company we had a 5 year growth plan that demanded we look at our processes and staff. As we grew, we needed to understand the strengths and weaknesses of our staff; could we move them to other areas where they could be more effective; how would we hire additional staff to become a productive team member immediately.
Action: In 2011 Unique worked with the staff, developing relationships and learning about their duties. Working with them, we were able to document all tasks. Some needed to be streamlined and the staff was enthusiastic that we took their suggestions as well. Once the manual was complete, we suggested they hire another staff member and promote a staff member giving them a growth path. That worked out very well for both employees and the company. Most recently Unique helped create a new company structure, promoting individuals and hiring additional staff to support the growth currently.
Results: Throughout the process, the CEO gained valuable insight of the strengths and weaknesses of his organization. Unique has gotten to know the staff and guides the CFO on the hidden talents within. Equally as important the staff trusts Gail’s insight. I consider Gail a valuable asset for growing my business and increasing revenue.