Case Study – Consulting Legal

Partnership entity offering legal advice across various domains to a diverse Clientele.

Develop standard operating procedures instituting points of control and ensuring efficiency.
Create a knowledge repository for reference for team members.
Create a desktop procedure manual to ensure the successful adoption of the new property management system.
Develop detailed desktop procedures for CLIO - the CRM system.

Developed the structure of the SOPs through the breakdown of the process into sub-processes and key workflows.

Defined the new workflows for core and support operations instituting control measures along t he value chain.

Roles and responsibility allocation for all team members.

Highlighted points of information capture t hat are required in existing potential systems to garner efficiency.

Developed desktop procedures highlighting user navigation, & appropriate use of t he system to enable information capture.

Developed supporting guidelines and format s in addition to workflows.

Enable the teams to leverage a process dependent framework that is aligned with industry best practices.
Effectively integrate the existing and upcoming technology infrastructure.
Ensure a seamless partner selection and onboarding process.
Provided supporting guidelines, policies & formats to increase operational efficiency.
Creation of a knowledge repository for reference.
Ensure successful adoption of the systems by the provision of desktop procedure manuals.

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