“Shelley worked with a cross-functional team and designed a client team approach with enabled us to integrate client strategies from multiple perspectives. Already we have seen results in the marketplace: one customer said that the team approach was critical and instrumental in their decision to sign an ongoing contract. Another prospect said that the strategic team approach was a differentiator in the market place which set the company apart from its larger competitors.”

Dale Brown
Senior Vice President, Sales and Marketing



Process Improvement Real Time

Business Need

Is your response to customers across departments too slow?

Are current traditional processes keeping you from getting the full benefit of technology improvements?

Do you know you can do this faster but somehow you just don’t seem to get there?

Are you processes more complex than they need to be?

Do you need workarounds and rework because information is missing or inaccurate?


Sessions for consultants and teams.

Process mapping can be an extremely powerful diagnostic tool for your organization. And you may well find more than process issues—including structural problems, poor controls and people issues. This engagement will help you overcome the obstacles that can cripple your processes and easily frustrate customers and employees.

Ideas and Involvement

We work with up to 3 teams of your best managers and employees to understand the current work process, analyze it, complete process modeling and then reengineer the business process. Using practical tools applied to your own, real-world situation, the teams gain insights that get to the root cause of quality and timeline issues. Our proven methodology energizes and leads the teams to inventive ideas that really get implemented in the work place. We use “Action Learning”—the process of learning while doing—and that method accelerates learning at the same time that it hastens business results.

Implementation and Impact 

The teams create solutions based on data and design principles. Applying fundamental design principles, the teams learn how to identify and fix broken processes, as well as how to design better processes for breakthrough results. Their involvement and commitment guarantees successful implementation. Leadership development is a powerful by product. The business implements low cost business designs in the work place and the team wins by gaining new professional skills.

Length: 3 months

Please click to enlarge

3-Peat Method for Business Process Improvement Results and Leadership Development


Tool Example: Team roles and responsibilities (above) – Team members, Sponsor, Maverick, IT person, Project Lead, Internal consultant, Data person

Major Steps

Getting Ready:

Identify critical processes that are broken

Select sponsor, project lead, internal consultant(s) and team members for each process

Develop a high level map for each process

Identify vision and improvement targets for each process with sponsor

 3 Leadership Workshops (preparing them to work with their process teams)

Overall Roadmap, Roles and Responsibilities, High Level Map, Creating a Cross Functional Activity Flowchart

Using the Evaluation Techniques

Preparing for Redesign and Implementation

Training Workshops (These are full or half day sessions where we learn content and then the teams apply it immediately to their processes)

Training Session 1 – High Level Map, Swim Lane Model, Communication Plan

Training Session 2 – Using the Right Evaluation Techniques

Training Session 3 – Case Study, Design Principles, Redesign

Training Session 4 – Improvement Log, Sr. Management Review, and Implementation Plan

Unique Value

Work on your critical work processes during all workshops so all ideas and solutions are applicable to your organization

Use Action Learning to accelerate learning and hasten business results at the same time

Turn staff frustration into ideas to improve performance

Build professional and leadership skills of employees, and managers to sustain continuous improvement

Build knowledge and interaction from end to end on a process

Product dramatic business results, such as

Reducing paperwork process time up to 90%

Reducing total cycle time up to 95%

Eliminating redundant decision approvals

Reducing errors up to 50%


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