About Optima Workflow

The mission? To maximize client success by bringing improved business workflows together with their technology

Proven Expertise in:

  • Digital / Technology: Applying the appropriate digital tools in the best way to drive efficient workflows.

  • Process Improvement: Untangling complexities, identifying obstacles, and streamlining processes.

  • Agile Methodology: Applying flexibility to adapt swiftly to changing landscapes and implementing quick wins.

  • Project Management: Providing structure to achieve objectives.

  • Change Management: Supporting teams in adopting the change.

From nimble startups to Fortune 500 giants, Optima Flow Consulting can fine-tune workflows with a focus on teams in HR, IT, and Accounting.

Our impact? Streamlined workflows that be, happier teams, and impactful results.

Ready to transform your operations? Let’s chat!

Founder / Consultant

  • I brings 10+ years of experience across diverse industries leading digital/technology and workflow improvement projects. I have a passion for improving team productivity and have been able to to apply my expertise in helping HR teams improve their workflows.

    Qualifications:

    Lean Six Sigma Black Belt

    Scaled Agile Framework Scrum Master

    Scaled Agile Framework Agilist

    OKR Certified

    Human Centered Design Practitioner

    MBA, Seattle University

    BA, The Citadel

Past Project Examples

Payroll / Timekeeping

Description: The organization was already selecting a new payroll and timekeeping system when they realized they needed to have a better understanding of the many processes and challenges to provide to their vendor.

Outcome: Mapped out 10 detailed workflows that captured over 200 individual challenges with over 100 improvement ideas to resolve their critical challenges. The team benefited from having a collective view of the various processes and how best to present critical requirements for their potential payroll/timekeeping platform vendor.

Cybersecurity Office

Description: The client leadership team had to quickly set up a cybersecurity PMO as part of their effort to meet regulatory requirements. Additionally, they needed a way to track progress, drive accountability, and make further improvements.

Outcome: Worked with the team to educate them on Objectives and Key Results as well as set up their first set of OKRs that drove them to quickly set up the cybersecurity office. Additionally, using Azure DevOps, an approach was set up to better track progress, drive accountability, and collaborate across teams.

Recruiting

Description: A large organization’s recruiting team did not have an end-to-end view of their workflow and all the variations. Additionally, the process itself took too long, making it difficult for the organization to keep up with staffing needs leading to overall dissatisfaction with hiring managers.

Outcome: Documented a detailed workflow to better understand the nuances that went into the recruiting process while capturing the critical challenges that kept them from meeting the organization's demand. Also helped facilitate the re-design and implementation roadmap of an improved workflow that led to a 50% reduction in total time from request to hire.

IT Operations

Description: The IT Ops team and leadership needed to better understand the effectiveness of its approach in identifying, onboarding, and using various digital tools across the organization. Additionally, they needed help to identify improvements and a roadmap for success.

Outcome: Development of a future workflow for bringing in new technology as well as an approach for change management oversight. This also led to a defined roadmap for implementing quick and long-term improvements.

HR Retirement Benefits

Description: The client needed help to better understand how their retirement benefits workflow was filled with errors and was inconsistent. This was problematic since if they were heavily regulated and faced fines without a resolution.

Outcome: Identified root causes for why the errors occurred and developed recommendations for drastically reducing those errors when the retirement benefits request are processed. Also, the variation of this workflow was analyzed leading to putting in place improvements to increase the consistency of the process.

Enterprise IT Service Desk

Description: The IT Service Desk didn’t have documented workflows or consistent processes. In addition, the organization needed them to expand their services to multiple locations, which they were not equipped to do as Team members were working in different ways leading to poor customer satisfaction.

Outcome: Collaborated with the team to develop over 30 new and re-designed workflows. This included the capturing of 30 improvement ideas, which included partnering with the ServiceNow team to automate their critical system workflows. An implementation roadmap was developed for the team to prioritize their improvements for quick and long-term wins.