Case Studies

Kandell, Farnworth & Pubins, CPA’s P.C.

Type of Company: CPA firm

Issue: Lack of documentation for month end billing process procedure

Solution/Benefit: Documentation manual that is a valuable asset in the future, preserving the company’s business knowledge.

Action Envelope

Type of Company: Manufactureractionenvelope

Issue: Needed employee manual to document our procedures in various departments of the company

Solution/Benefit: Operations manual with detailed instructions, from employees who enjoyed the process of sharing his or her knowledge.

Suzanne Hand & Associates

Type of Company: Court Reportingsuzanne_hand_logo

Issue: Thought we were organized. Realized vulnerability.

Solution/Benefit: Workflow charts that allowed untrained worker to complete tasks efficiently and without supervision.