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Highlights

  • Procedures and documentation to guide the team on their tasks.
  • An easy process with simple-to-use instructions for new employees and staff members to follow.
  • It’s given the business confidence to continue writing and implementing processes within the business.

Project Background

Leading Dental is a growing and successful business that has been operating in the Dental industry for 11 years. With a growing team of 10, our client came to the realisation they needed some structured systems, as the business didn’t have any processes or systems formerly in place.

As the business operates in a customer based industry, customer satisfaction is paramount. The team needed the ability to pick up any person’s job anywhere along the line and be able to manage that effectively to get the best possible outcome for their valued customers.

Leading Dental was also looking to implement a way for new and current staff members to be able to learn and continue to progress their careers, perform well within the business and provide customer satisfaction.

By implementing the learnings from the project, the Leading Dental team developed the confidence needed to continue writing their processes and embed processes deeper into the business.

Here's what our client said about the outcome:

“It’s given us the confidence to try and implement some of these things ourselves, to continue writing these procedures and these checklists and to-dos, and a new range of elements within the business that we can now use.”

Jamie Taylor
Operations Manager, Leading Dental
Jamie Taylor
Operations Manager, Leading Dental

Our Approach

“The benefits we got from Systemology are: we now have procedures, we now have documentation, we now have an easy process for new employees and staff members to look up at what they are doing, what their job may be for the day, and looking up and following simple and easy to use instructions.”

Jamie Taylor
Operations Manager, Leading Dental

The situation we discovered in the business was that there was a need to roll out the business core services to clients in a more efficient and effective way.

Kate and Steve, the business owners, and Jamie Taylor, the Operations Manager, were looking to design and fully document the business systems and processes, to meet their growth ambitions and maximise financial returns. The business was growing, and they were looking to build a structure to create a process-dependent business where the team could work efficiently and deliver expected outcomes.

Here’s what the Momentum Systems team undertook:

  • Actions to extract the knowledge and document it so that everyone else can do the task consistently, to the best practice standard by the champions in the business;
  • Distributed the load of the project throughout the team to enable the business owner to work on the important strategic decisions;
  • Ensured all team members were involved in the project, which then helped to create team buy-in and further supported their continued use of the systems.

“The benefits we got from Systemology are: we now have procedures, we now have documentation, we now have an easy process for new employees and staff members to look up at what they are doing, what their job may be for the day, and looking up and following simple and easy to use instructions.”

Jamie Taylor
Operations Manager, Leading Dental

The Results

Our team of certified systems experts has helped the business get some more clarity on the next steps towards business optimisation. The results from the 90-day systems documentation project helped the business increase its workflow management, enabling them to train new team members and delegate tasks with the certainty of a consistent outcome.

Here are the key results the Momentum Systems team helped them to achieve:

  • Improved accountability within the team.
  • Created a systems business culture.
  • Implemented an easy process with simple-to-use instructions for new employees and staff members to follow.
  • It’s given the business confidence to continue writing and implementing business processes in the future.

"The experience [with the Momentum Systems team] was a great one, I feel like we learned so much from the team, from both Greg and Aleksandra. The whole process, from beginning to end, was laid out to us and explained to us. Nothing was ever an issue, they were always there to support us along the way, everything had a structure and I guess accountability to us as well, which is what we needed."

Jamie Taylor
Operations Manager, Leading Dental

If you’re ready to get started with using systems and processes in your business and want to fast-track the process, then book a call today to find out more information on getting started.

The YBM Momentum Systems team looks forward to hearing from you.

Book A Call Today

Are your business processes documented? We can help.

Free up your time and ensure consistency across your business by documenting your key business processes. Get the hands-on support, step-by-step training, and proven tools you need to build a systems-driven business.

Our systems experts team can help you design and build the essential systems for your business in only 90 days. This service is best suited for:

  • Established business with 4-50 team members.
  • Willing to invest at least 1-hour a week of your (or your team member's) time to work on your systemisation.
  • Want your business to hit the ground running on your journey to full systemisation.

Get your mission-critical systems documented in just 90 days

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