top of page


System Configuration & Management


YOUR GOAL: Identify if you are maximizing the efficiencies from your agency management system as well as establish proper oversight mechanisms.


MY PROCESS: Review current system setup and usage, analyzing it against agency goals, making recommended configuration changes as necessary. Setup reports and processes whereby agency principals will be able to manage staff implementation of the changes on a daily, monthly and annual basis.  Conduct system and staff audits.

RESULT: An agency environment that embraces automation and efficient work processes. At the same time respecting staff knowledge and skills, allowing for increased efficiencies as well as improved customer service.  

bottom of page