idvance LLC ® offers Workflow Consulting Services for increasing the productivity of Customer Relationship Management (CRM), Document Management (DM) and Workflow solutions.

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Most businesses today employ a variety of information technology solutions that can, in theory, address their needs.  Unfortunately, systems are generally underutilized, and rarely fully understood. Software systems intended to address customer relationship management (CRM), document management (DM) and operational workflow, are often implemented without sufficient context, and without adequate training.   The result are disjointed processes in support of sales and service - causing operations to hobble at a fraction of their potential capacity.

Often just as discouraging, are staffing structures and staff incentive policies poorly matched with workflow requirements or business goals; people literally become encouraged to serve purposes inconsistent with critical processes.

A primary service of idvance LLC is helping our clients understand what their larger strategies should be for employing information technology in support of serving their customers.   We deliver customer-specific, hands-on assistance, developing Standard Operating Procedures (SOP's) and providing process and technology training.  We work onsite with our clients to advance how they can maximize in-place systems for meeting their business goals.  

We also deliver objective recommendations for re-aligning people with processes, through reorganization, revision of human resource policies and revitalization of incentive programs.   Essentially, we address not just better application of information technology, but also inform better organization around technology.

In delivering process improvement consulting, we at idvance LLC focus on providing specific, discrete benefits for working with us:

• we work towards improving worker productivity and department-level productivity
• we work to automate productivity reporting to enhance management oversight and insight
• in support of the preceding goals, we work to improve management and flow of information, both electronic and print