Online Invoicing Project
In collaboration with a client, Optimise successfully transformed the invoicing process, taking it from a time-consuming, paper-based system to an efficient online workflow. By implementing strategic changes and leveraging technology, we significantly reduced the invoicing timeline from four days to a remarkable one and a half days, delivering substantial time savings and operational improvements. The project exemplified our commitment to driving tangible results and helping businesses thrive through optimised systems and processes.
Efficient Workflow Management System
Optimise successfully partnered with a client to revolutionise their workflow management system, replacing a cumbersome spreadsheet-based approach with a streamlined solution using Monday.com. By implementing this strategic change, we effectively transformed the management of over 200 jobs, significantly improving efficiency, collaboration, and overall productivity.By migrating the entire workflow management system onto the Monday.com platform, we provided a centralised and user-friendly interface for tracking, assigning, and monitoring the progress of each job. This shift to a digital solution brought enhanced visibility, enabling stakeholders to easily access real-time updates and collaborate seamlessly across teams.
Streamlined Email Management
Optimise's collaboration with the client led to a successful optimisation of Outlook signatures and categories for streamlined email management. By standardising signatures, implementing a robust categorisation system, and providing comprehensive training, we empowered the client's team to enhance organisation, productivity, and responsiveness in their email communication.
Improved Enquiry Management System
We worked with the client to establish a seamless end-to-end process for efficiently moving enquiries through various stages from quote to job acceptance using Trello boards. By leveraging the power of Trello, we successfully streamlined the client's workflow, improved collaboration, and enhanced the overall efficiency of their enquiry management system.