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Streamlining Operations and Improving Employee Onboarding at Thimbleberry Financial
Applicable Industries
- Education
Use Cases
- Inventory Management
- Virtual Training
Services
- Training
The Challenge
Thimbleberry Financial, a financial planning and wealth management institution based in Portland, Oregon, was facing challenges with its operational processes. The president and financial advisor, Amy Walls, had created business processes in Microsoft Word documents to enhance their operations. However, the team was struggling to access the information they needed to perform their tasks effectively. The problem became more evident when the organization started experiencing turnover. The team members were unable to keep track of their activities due to the ineffective documentation. Despite Amy's initial belief that her processes were clear and effective, it became apparent that the team members were abandoning the documents and doing things their own way.
About The Customer
Thimbleberry Financial is a financial planning and wealth management institution located in Portland, Oregon. The organization offers valuable advice to clients to help them achieve their financial goals in the most efficient ways. The team at Thimbleberry Financial prioritizes its relationship with clients, striving to fully understand their needs and provide custom services to meet those needs. Inspired by the local thimbleberry fruit that appeals to its immediate community, the organization takes pride in servicing its local community for the best results.
The Solution
The solution came in the form of SweetProcess, a workflow documentation software recommended by Amy's business coach. Initially, Amy was reluctant to adopt a new tool, believing that her existing documentation was sufficient. However, the implementation of SweetProcess revealed that her initial processes were not as effective as she had thought. SweetProcess allowed the team to link connected processes together, providing them with the complete information they needed to complete tasks with multiple layers. The software also offered various options of documentation besides texts, making it easier for employees to understand their tasks. Furthermore, SweetProcess facilitated seamless collaboration among team members, even when some were unavailable. This was a level of collaboration that was not possible with the customer relationship management (CRM) software the team was previously using.
Operational Impact
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