Operations

Written By Kevin Jaimes

Challenge:​

Our client needed a scalable onboarding process to improve client software adoption and align product functionality with customer operations.​

Action:​

Configured software to match client operational needs and trained end users.  workflows for greater efficiency.  ​

Partnered with Customer Success to translate technical data into user-focused improvements. Streamlined onboarding and success.​

Led offshore teams managing data migration, document handling, and web support.  ​

Advised executives on technical, operational, and financial optimization.    ​

Results:​

  • Reduced client onboarding time and increased adoption rates​

  • Improved internal team collaboration and cross-functional efficiency

  • ​Enhanced product performance visibility through proactive diagnostics  ​

Kevin Jaimes
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Change Management