As a newly formed Investment Advisor, Summit Trail Advisors needed to comprehensively document all critical Policies and Procedures. We realized very quickly that given the capabiities of our start up staff, taking the time, effort and focus to carefully document the procedures was not realistic. Based on the endorsements of other business colleagues, we contacted Unique Business Solutions. The UBS technique of actually embedding with staff, taping all conversations while being minimally invasive was exactly what we had hoped for. In a very short period of time, we have documented all of our critical procedues.
We achieved our original goals for the UBS initiative; however, we received much more than the desired outcome. We found that there was a synergistic effect as Unique Business Solutions reviewed and discussed procedues with our staff. It wasn’t one plus one equals two but a force mulitplier of one plus one equals three or more. We found as our staff discussed procedure, they became more enlightened and aware of what they were doing; more importantly, what they weren’t doing. Reviewing the UBS documented procedures as a Team, has enabled our staff to more deeply understand how things are getting done; adjusting to enhance efficiencies.
I would recommend Unique Business Solutions as a key Business Partner because of the high standard of work they do, the value they bring and the impact they have on a company, the staff and the process.
Please feel free to refer prospects to me should they have any questions.
COO, Summit Trail Advisors