Workflow and Systems Optimization Project
Meghan Anderson
Workflow and Board Creation:
Built and customized Monday.com boards for tenant onboarding, lease renewals, and move-outs, integrating detailed steps, automations, and triggers for seamless operations.
Developed a Master Property List tailored for client’s specific requirements, with region-specific boards for data organization.
Created KPI dashboards and tracking systems to monitor property performance, tenant statuses, and operational metrics.
Process Automation:
Automated workflows across leasing, delinquency tracking, and property maintenance to reduce manual effort and ensure consistency.
Developed triggers for property onboarding, move-out processes, and lease renewals, streamlining repetitive tasks.
Documentation and SOPs:
Authored comprehensive Standard Operating Procedures (SOPs) for leasing, tenant onboarding, and maintenance workflows, ensuring clear guidelines for team adherence.
Created detailed guides and training materials for client’s staff, including Loom videos on system usage and workflow management.
Training and Support:
Conducted virtual training sessions and provided continuous support to ensure effective use of Monday.com and other integrated systems.
Produced step-by-step instructional materials for importing data, automating reports, and managing processes.
Customization and Feedback Integration:
Worked closely with client’s team to tailor processes to their needs, incorporating feedback into system refinements.
Assisted with the development of state-level workflows and templates to standardize operations across regions.
Project Management:
Scheduled and participated in regular meetings to review progress, address challenges, and implement updates based on team input.
Managed deadlines and deliverables for workflow creation and system rollouts, ensuring timely completion of projects.
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Posted Dec 1, 2024
Led the development and implementation of customized workflow solutions and process automation for a multi-regional property management firm.
