How a people-heavy organization went from scattered files and overextended leaders to documented, automated operations its team can run.
Requests arrived through texts, hallway conversations and inboxes. Files lived everywhere. Knowledge sat in a few people's heads, and the same problems resurfaced week after week.
The organization was growing, with multiple ministries, staff, volunteers and outside vendors, but its operations hadn't grown with it.
A 10-drive shared drive structure organized by function (Finance, HR, Legal, Facilities and more), with clear governance and access.
231+ SOPs across 10 volumes with a branded template system, so every process looks and works the same way.
Custom automations for facilities routing, intake pipelines, coverage scheduling, spend tracking and media file management.
A rebuilt task and project system that made ownership and deadlines visible, cutting overdue tasks by 62% in one cycle.
Volunteer onboarding with tiered access and automated notifications, plus an event request system that routes every request type.
A crisis management plan, de-escalation training pipeline and response-team protocols with incident logging.
It starts with understanding where you are today. Book a free 20-minute call.