利用 SweetProcess 简化 Benchmark Wealth Management 的运营
技术
- 网络安全和隐私 - 身份认证管理
适用行业
- 教育
用例
- 库存管理
- 人员跟踪与监控
服务
- 系统集成
- 培训
关于客户
Benchmark Wealth Management 是一家财务咨询公司，于 2000 年在田纳西州孟菲斯成立。该公司提供财务规划、财富管理、信托服务和保险解决方案。该组织以“人先于利润”的方式运作，将客户的财务福祉置于公司利润之上。 Benchmark Wealth Management 团队摒弃了“一刀切”的投资模式，提供定制服务来回答客户有关其财务的具体问题。该公司采用基于团队的财务规划方法，发展迅速。
挑战
Benchmark Wealth Management 是一家快速发展的财务咨询公司，面临着重大的运营挑战。尽管拥有一支称职的财务专家团队，但该组织缺乏普遍接受的标准操作程序。缺乏标准化导致任务执行不一致，因为员工执行任务的方式不同。该团队有一个笔记本，记录了大部分流程，但笔记本中的信息很快就过时了。这种不一致和缺乏最新流程文档阻碍了公司在整个组织内统一复制结果的能力，对他们的发展构成了重大障碍。
解决方案
为了解决运营不一致的问题，Benchmark Wealth Management 寻求一种软件解决方案来记录其流程。他们发现了 SweetProcess，这个系统不仅可以帮助简化他们的运营，还可以提高团队成员的效率。 SweetProcess 使该公司能够摆脱过时的流程笔记本并有效地记录当前流程。该系统提供了多种文档功能，使团队能够使用图像、视频、图表等元素来进行文档记录。 SweetProcess 还为团队提供了一个平台，以确认记录的流程是可操作和可用的。该解决方案显着减少了员工提出的有关如何执行任务的问题数量，从而提高了员工的独立性和效率。
运营影响
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