Software implementation & Automation
Streamlining Operations and Enhancing Engagement through Innovative Solutions
Let’s streamline your operations, automate your processes, and enhance engagement through innovative technology solutions. Below are two case studies that illustrate how I’ve driven the implementation of integrated software, develop automated workflows, increased visibility into production, and improve their interactions with customers and employees.
- Completion :
- Services :
- Domains :
- Tools :
- 2022 - 2024
- Integrated CRM/ATS Solutions
- Recruiting, Sales, Operations
- Basecamp, Trello, Hubspot, Excel, WordPress, Sense, TempWorks, ZoomInfo, Seamless AI
Communication Automation and Workflow Platform
This project focused on increasing engagement among employees and candidates while enriching a decades-old database and streamlining customer communications to ensure consistent messaging and branding that integrates with the existing ATS.
Tools Used:
- BaseCamp for project management
- Sense and TempWorks for workflow automation and database management
Contributions: Single-handedly managed an end-to-end software implementation that involved collaboration with C-suite executives, operations, vendors, and recruiting teams. Developed and tested Chatbot conversations, automated email and SMS drip campaigns targeting prospects, customers, and employees. Implemented a Net Promoter Score (NPS) survey to gauge engagement and satisfaction.
Outcome & Next Steps: Deployed 5 chatbots and established 10 automatic communication flows, resulting in 25% of database being reactivated and 40% scrubbed. Through customer chatbot integrated with client’s website, they saw over $30,000 in revenue as direct conversions from the customized bot conversations. Additionally, with personalized and automated notifications, I was able to completely eliminate all gaps in required benefits department offers, which means 100% compliance for their HR team. Despite challenges with field mapping within the integration, alternative solutions were developed to maintain functionality. The campaigns remain active with ongoing monitoring and optimization to maximize engagement and effectiveness.
CRM/HubSpot Implementation
The goal was to implement a user-friendly CRM that integrates with Seamless AI, ZoomInfo, and the client’s website contact/conversion forms, supporting the entire sales team by Q1. The project aimed to improve reporting capabilities and clarify the sales pipeline within the allotted budget.
Tools Used:
- Trello for project management
- HubSpot for CRM solutions
- Excel for data analysis
- WordPress and other integrated platforms for web integration
Contributions: Led a comprehensive project that spanned internal sales team coordination, vendor management, and product research and testing. Responsibilities included data scrubbing and migration, training the sales team, establishing custom field mappings, creating automation workflows, and developing custom reports dashboards. Additional tasks involved testing integrations with other platforms, creating forms, and generating content within the platform.
Outcome & Next Steps: Successfully implemented the CRM on schedule and within budget. Data migration and system integrations were completed without disruptions. The sales process continues to evolve, with ongoing adjustments to enhance functionality and user experience. KPIs for sales teams are successfully tracked and managed with the ability to pinpoint conversions, activity successes and pipeline challenges.
5 Ways to Optimize Your Business Operations
Enhance efficiency with these software implementation strategies.
LET'S BUILD INTEGRATED SYSTEMS & IMPROVE WORKFLOWS
- Step 1: Comprehensive Analysis
- I begin by conducting a thorough analysis or audit of your current systems and processes. This helps me understand your unique needs and challenges, setting the foundation for a tailored solution that aligns with your business objectives. This requires low effort on your part and no down-time for your teams.
- Step 2: Strategic Implementation
- Leveraging tools like CRM systems and communication platforms, I implement solutions designed to integrate seamlessly with your existing operations. Our focus is on enhancing efficiency and streamlining communication, ensuring every step is optimized for maximum impact and cost efficiency.
- Step 3: Continuous Optimization
- Post-implementation, I continue to support and refine your new systems as you see fit. This includes training your team, making iterative improvements, and ensuring that you are fully equipped to manage and grow your new business processes effectively.