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"...The procedure manual has been invaluable to new administrative staff in both leaning the job functions and as a reference guide..."
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Ph. 1-800-581-5563

A recent international study shows only 14% of employees are "actively engaged" in their jobs. Changing workforce dynamics are adding new challenges to getting the job done. At Trillium Advisors, LLC our approach - what we do - is actively engage all of your employees in their jobs by improving use of their skills and interests and facilitating understanding of communication challenges.
Organizational Development - the People
Workflow / Operations Management - the Paper
Integrate Technology - the Computer
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Organizational Development - the People; building a strong organization with enthusiastic employees. Happy employees result in increased performance; resulting in better service; resulting in increased customers; resulting in more income...it's all about Keeping Solutions Simple.
Examples of Organizational Challenges:
Workforce of different ages and attitudes
Realign employee skills to job functions
Integrating additional family members / transitions in ownership
The effective use of employee skills, interests and resources builds stronger organizations.
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Workflow / Operations Management - the Paper; finding the 'easier way' to get the job done. Streamline workflows, written procedures and processes. Increased efficiency results in less stress and improved morale...it's all about
Keeping Solutions Simple.
There is an easier way:
Streamlined workflow reduces stress
Employee designed workflow is implemented far more easily
Time is available to generate new sales and service opportunities
It is conservatively estimated that every person wastes a minimum of 5 minutes per hour trying to find a document; multiply that by working hours per day - you can regain 3.33 hours per week, per employee, by simply implementing simplified procedures.
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Integrate Technology - the Computer; you have the technology available, learn to use it to simplify repetitive tasks, provide reports that help you track your business and plan your future...it's all about Keeping Solutions Simple.
What you could accomplish:
Reduce the amount of paper generated, handled and stored
Quickly access information on business performance
Discover ways to give "Wow-level" customer service.
The technology aspect is nearly inseparable from the workflow aspect. Few businesses take full advantage of their available technology - whether a proprietary system or 'off the shelf' software.
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Trillium Advisors, LLC
