Enhancing Workflow Efficiency, Accountability, and Growth with Momentum Systems

While working with the firm, we discovered that there were multiple departments, each with its own distinct ways of doing tasks. Team members across various departments and offices were following outdated processes and procedures, and the vast database of documentation was challenging to navigate.

The business environment required a versatile approach to onboarding new team members, including virtual assistants. Additionally, it was essential to empower current team members to take on more responsible roles while streamlining client onboarding and management for greater efficiency and effectiveness.

Our Momentum Systems team created a list of priorities and collaborated with multiple departments to identify outdated systems and processes. We then re-organised and improved the structure of these processes to enhance their efficiency. We started by documenting the most critical processes. Once that was completed, we continued through the organization, department by department, ensuring each of them received a structured approach.

Here are the actions undertaken by the Momentum Systems team:

• Extract knowledge and document it, ensuring that everyone else could perform the task consistently and up to the best practice standards set by the business champions.
• The project load was distributed across the team, enabling the business owner to focus on critical strategic decisions.
• Ensured all team members were actively involved in the project, fostering team buy-in and encouraging continued use of the systems.
• We re-organised the current processes, grouping them logically, and implemented different access levels for separate departments to view the information they needed.