Client Success Stories

Productivity

Client

Custom Learning Solutions, Wisconsin School of Business – Senior Director

Challenge

  • Portrait Of Stressed Businessman With Too Many Tasks To Do At OfManaging the multitude of tasks, projects, proposals, and information
    • Over the years, I have tried many different systems to try to manage all of the information, tasks, and projects, only to go back to my old ways of ‘letting it all pile up.’

Process

  • Identified ‘key activities’
  • Determined tasks that could be delegated
  • Blocked calendar
    • ‘Key activities’
    • Email processing
    • Planning
    • Meetings (with specific agenda’s)
  • Implemented actions, reviewed progress, and modified as needed

Results

  • Working with Nancy has taught me that it is not about the system, but about being focused in my decisions and implementation of the system and tools I choose to use.
  • It helps that Nancy is expert in tools such as Outlook, One Note, smart phones and tablets as well as corporate information systems.

Biggest benefit:  The patience, knowledge, and support provided by Nancy.  I didn’t feel like I was alone in making and implementing changes to my thinking and processes.

Client

Meeting Life’s Challenges – Owner

Challenge

  • Colorful post It notes with pin and clip on business diary pagePiles of ‘to-do’ items
    • I’ve tried to implement solutions on my own with limited success.

Process

  • Questions
    • What specifically needs to be done?
    • When is it the deadline?
    • Do you have all of the information to ‘do’ the task?
  • Blocked ‘work’ on the calendar
  • Created a customized workflow, implemented recommended changes, reviewed progress, and continued to modify as needed

Results

  • Clarified what my problems were and why I was having trouble solving them on my own.
  • In a short period of time, I was in control of the piles that had continued to take over my desk and office.

Biggest benefit:  Nancy truly cared about my success and the success of my business.  She exhibited professionalism and freely shared her experiences and knowledge with me and my staff.

Contact us today to discuss your team, company, association needs!

Contact Nancy at or 608-441-6767

Information

Client

Research and Development – Project Lead

Challenge

  • binder-532220_640Gather and share project information with team members.
    • Have one location for project information and reduce redundant team email.

Process

  • Identified the information to be shared
  • Evaluated current technology available (SharePoint, shared drive, OneNote) to easily and most efficiently meet needs
  • Designed the layout of the OneNote notebook and defined storage location
  • Trained team members how to use OneNote
  • Reviewed progress, answered questions, modified as needed

Results

  • Team members know where to find project information, rationale, and decisions.
  • Project meeting notes completed during meetings, reducing work after the meeting.
  • All team members knew the tasks to be completed and can keep team members up to date in real time by updating OneNote.

Biggest benefit: Reduced email communications, increased understanding of decisions made and actions to be done by who and by when. Also, easy for a new team member to get up to speed on the project quickly without having to forward tons of email messages.

Client

Center for Executive Education, UW-Madison – Operations and Marketing Director

Challenge

  • Young Student Overwhelmed Asking For HelpOutdated materials
  • Inconsistent use of materials
    • Staff using different tools, accessing different information
    • Supplying clients with inconsistent responses

Process

  • Interviewed staff regarding tools and materials they were currently using and how they were using them
  • Determined relevance of current tools and materials
  • Combined multiple tools and created templates
  • Documented workflow and procedures
  • Trained all staff on the new tools, materials, templates, workflow, and procedures
  • Implemented workflow and procedure review schedule

Results

  • Increased productivity by reducing workflow steps and time spent redoing work
  • Created consistent client message, reduced client confusion, and increased client engagement
  • Efficient and less time consuming employee onboarding
  • Enabled client continuity through documented processes and staff cross-training

Biggest benefits:  Consistent processes, collaborative environment, increased sales, and reduced daily manager process review

Contact us today to discuss your team, company, association needs!

Contact Nancy at or 608-441-6767

Environment

Client

Home office – Master of Fine Arts Student

Challenge

  • Solid Cherry Wood Office Desk For WorkGet a handle on organizing issues.
    • I have too much stuff.

Process

  • Identified what she wanted to accomplish
  • Prioritized areas
    • Studio or multi-function room (work room / music studio / sewing room / guest room)
    • Storage closet, living room, bedroom and kitchen
  • Educated
    • Organizing principles: sort, toss, group, contain, label, maintenance
  • Demonstrated principles, created plan, encouraged and reviewed progress, recommended tweaks as needed

Results

  • What I have decided to keep now fits on the vertical shelf in the studio.
  • I was able to easily identify items that I will give to friends, donate, or sell.
  • Everything is labeled and now has a home, making it easy for me to access and return to it’s proper location. No more “I’ll put it here for now.”

Biggest benefit: TRULY addressing each area and project (as opposed to just repeatedly straightening the piles and thinking, “well, that’s good for now”). I’m now feeling lighter and lighter.

Client

Paragon Video & Stereo, Inc. – Owner

Challenge

  • 3D Rendering of Large open-plan commercial office with rows of workstations and computers in a bright airy room with a glass wall letting in lots of daylightGet a handle on office clutter
    • For years, I struggled with ‘getting organized.’ Because I think of myself as an intelligent and efficient person, it never occurred to me to ask for help. I felt somehow I should be able to handle it myself.

Process

  • Identified types of items in the office, desk, and files
  • Information
    • Examined flow, in and out
    • Created ‘homes’ for all items
    • Established retention schedule
  • Space
    • Identified items needed: daily, weekly
    • Assessed ergonomics and placement
  • Implemented changes, reviewed progress, and modified as needed

Results

  • Right off the bat, I have much less clutter in my office.
  • This allows me to focus and to feel good, so I’m automatically more productive. Instead of ‘someday,’ it’s now!
  • The next appointment gives me a deadline and the follow-up phone calls are helpful to keep me on track.

Biggest benefit: I feel a great sense of relief.

Contact us today to discuss your team, company, association needs!

Contact Nancy at or 608-441-6767

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