Process Standardization and Sales Workflow Development
Process Design and Automation:
Designed and refined leasing, move-in, and renewal workflows in Lucidchart and Monday.com.
Streamlined client’s sales process, integrating stages and triggers to improve efficiency.
SOP and Training Material Development:
Created and updated SOPs for property management workflows, ensuring they aligned with client’s operational standards.
Delivered Loom tutorials and process documentation for team onboarding and training.
Data Integration and Reporting:
Built KPI trackers in DOMO and Google Sheets, enabling client to monitor key operational metrics effectively.
Standardized data entry and reporting processes, ensuring consistency across platforms.
Collaboration and Project Management:
Worked closely with client leadership to customize workflows and refine automations.
Scheduled regular check-ins and managed deliverables to ensure project milestones were met.
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Posted Dec 1, 2024
Partnered with client to optimize their property management and sales processes by implementing standardized workflows and automations across their company.
Workflow and Systems Optimization Project
Workflow Automation and KPI Integration Project