Industry
Streamline for consulting and service businesses
A defined delivery process configured into the system so work cannot skip a step.
What we hear from these firms
- The delivery process exists, but it lives in a spreadsheet and in people's heads.
- Every new team member learns the process by watching someone else.
How Streamline handles it
- The process is configured as workflow steps, so the system carries it.
- Forms capture the information each stage needs.
- Dashboards show delivery status across every engagement.
Customers in this industry: Pure Innovation (Kim Kemp) and Bocal Africa (John Loesch).
One connected process
How work moves through Streamline for consulting and service businesses
The same task carries the instruction, owner, deadline, work record and outcome, so the team and its managers work from one current view.
WHAT + WHO + WHEN
Scope, owner and deadline
TASK
One accountable record
EXECUTION
Work, time, communication and documents
CONTROL
Live progress and corrective action
DELIVERY
A recorded outcome
The right thing. The right person. The right time. Every time.See the full solution
Client outcome
We only publish outcomes our clients have approved in their own words, and none has been signed off for this industry yet.
Ask us on a call and we will put you in touch with a firm like yours as a reference.
How these firms use it
- Allocating work with owners and due datesEvery piece of work has one person responsible and a date it is due.
- Turning your process into workflow stepsScripted steps mean work follows your process every time.
- Custom forms and fillable PDFsCapture exactly the information a job needs, in the format you already use.
- Reporting on workload, progress and historyDashboards for running the practice, not just the individual jobs.
See it on your own process
Tell us how the work runs in your firm and we will show you the same process in Streamline.
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See it running on your own process
Book a walkthrough and we will show Streamline handling work the way your business already does it.