Clients

R.A. Jones

Perfetti Van Melle

Aviatra

Visa Corporation

Northern California Concierge Association

Expertise

35+ Years Corporate Problem-Solving

Lean Six Sigma Black Belt

Sr. Project Manager

Sr. Technical Writer

Software Expert:

Go High Level

Software Expert

Go High Level

Claude, Claude Code, ChatGPT

MS Teams, Slack

Canva Design

Microsoft Office Suite

Google Drive

Photoshop, Adobe Premiere Pro, Movavi, Capcut

Paypal

&

An ever-growing list of small-medium sized business software

Project Examples

How the small changes create large ripples

TECHNOLOGICAL SNAFU

INITIAL SITUATION

Phone orders being lost because customers are reluctant to provide Social Security

numbers for existing accounts.

NEED:

Company need: Keep orders flowing for business bottom line.

Employee need: Keep orders flowing for personal bottom line.

ANSWER:

Adjust software to allow the customer to key in their Social Security

numbers from their phone. Ensure that when it shows up online, it shows as masked.

OUTCOME:

Employee has no access to sensitive customer information.

Customer feels in control and at ease.

Increased orders.

COST:

Time for programming and testing.

ISO DOCUMENTATION FROM SCRATCH

INITIAL SITUATION

Manufacturing company has inexact and missing ISO documentation.

Government audit pending, and intranet incomplete.

No employee available to create documentation.

Head of department bears the responsibility to fill in for missing employee below her.

NEED:

ISO documentation compiled, edited and ready for governmental audit.

Minimize the time needed to be spent on editing needs.

Compilation and synthesis of ISO documentation from four internal sources.

ANSWER:

Sr. Technical Writer, Sr. Project Manager and QA Consultant hire.

Use of simultaneous approaches: (1) manual review - grammar, logic, design,

(2) AI review and suggestions and (3) explanatory markups

of editorial choices to collapse final editing time.

OUTCOME:

Less time needed for final editorial choices.

ISO aspects suggested by AI that might have been otherwise overlooked.

Completed preparation for governmental audit.

Avoiding expensive audit fees.

Direction for floor personnel.

INFORMATIONAL OVERWHELM

INITIAL SITUATION:

Head of Communications receiving multiple departmental requests for video assistance.

NEED:

Freedom from time spent repeatedly explaining requirements and limitations.

ANSWER:

Creating intranet video for portal, causing requestors to to self-select.

RESULT:

Erasure of time spent repeatedly explaining via email and meetings.

Providing up-front information regarding requirements, and requestor time investment.

Self-elimination of departments as they determine they are not equipped to meet the situation.

No time spent working on projects that could have been avoided with proper up-front information.

A TRAINING STRETCH

INITIAL SITUATION

Training Manager on leave. Need to update PowerPoint Trainings for any employee to lead.

NEED:

To keep the trainings moving for the people on the manufacturing floor who

require the trainings to qualify for promotions.

ANSWER:

Because not all people are natural trainers, create easy-to-read script documentation

with PowerPoint screenshots for ease in following the presentation..

RESULT:

With fewer Trainers available, no promotion opportunities are missed,

employees remain engaged and served, and problem-solving time avoided.

Image

Innovation

Fresh, creative solutions.

Image

Integrity

Honesty and transparency.

Excellence

Excellence

Top-notch services.

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