Case Study

The Customer
A growing business based out of Ohio, completely remote staff, with about 15 employees initially engaged our services to manage a specific project. From there, the relationship morphed into ongoing organization help and project management.

Why was Structured, Inc. chosen
We met the customer through a referral and managed a specific project for them which was successful. As we worked with this customer, we began presenting some thoughts on general organizational help and the customer was receptive and liked the suggestions. The business partners began assigning specific tasks to our team to get involved with and to help bring organization. Through getting involved in more processes, we found more projects to add to the project list that were then prioritized and worked in order of importance.

The Challenge
The customer was a quickly-growing company with many moving parts. The business partners themselves could have performed the tasks they had our team execute; however, they were so incredibly busy they didn’t have time. They wanted to work with someone who understood what it was like to grow, help learn what they needed, and fill the gaps. We were charged with:

  • Getting involved in day-to-day operations for specific tasks with the organization
  • Presenting ideas for more organized meetings and executing those ideas in practice
  • Mapping out process flow and helping with streamlining operations
  • One-on-one meetings with team members to understand and document processes
  • Creation of project management system to prioritize and track all open projects

The Execution
One would think that bringing new resources into an existing team and telling them that these new resources are going to help them get “organized” would cause some ruffled feathers. It really didn’t, and we think it’s because we were engaged for a project first. The team learned to work with us for that purpose and when the business partners wanted to expand our focus, the team was happy because they knew we were dedicated to helping them have successful operations and had seen us “in the trenches” with them on a project.

Conclusion
We have enjoyed working with this team to streamline some processes, get things organized and set up for more growth. We continue to work with this great team as they charge forward!

Services we Implemented
Meeting Documentation
Project Management
Process Documentation
Process Organization