Project & Technology Planning

Offering expert guidance in managing projects and implementing technology solutions to streamline your business operations. Our services help optimize workflows, ensuring greater efficiency and productivity. From software integration to project management, we provide tailored solutions that meet your unique needs, allowing you to stay focused on core business objectives while we handle the technical complexities.

Project & Workflow Management:

  • Project management

  • Streamlined workflow creation/process management

  • Application training and workflow creation

Software & System Setup:

  • Software integrations

  • CRM setup and client database management

  • Custom software development/implementation

  • Research/implement new software and solutions

Tech & Device Setup:

  • Setup and maintain cloud-based file storage

  • Email setup on all devices

  • Microsoft Office365 and Google Workspace setup

  • Computer/hardware purchasing, setup, and training

  • Cell phone purchasing, setup, and training

Virtual Events & Learning Platforms:

  • Virtual event coordination (webinars, online conferences)

  • Setup and management of online learning platforms

Data & Reporting:

  • Data analysis and reporting

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