Three case notes

Three case notes

1. 5^days5 days to close.

   Nonprofit, 42 staff

   A regional food bank

   5 days to close the month, down from 20. Receipts now go out within two business days.

   SituationDonation intake lived in three spreadsheets and one inbox. Receipts went out late and the finance team closed each month two weeks behind. What was doneOne intake form, one record for every gift, an approval path inside the tool they already owned and a monthly close checklist with a named owner for each step.

2. 10^approvals10 approvals a week.

   Small business, 19 staff

   A two location dental practice

   10 approvals a week in the owner's queue, down from 40. He took his first two week vacation in nine years.

   SituationThe owner was the only person who could approve schedules, orders and refunds, and spent most evenings doing it. What was doneWritten approval limits for each role, a weekly operations meeting with a fixed agenda and a supply ordering routine run by the office leads.

3. 81^%81 percent.

   Nonprofit, 8 staff and 120 volunteers

   A youth mentoring nonprofit

   81 percent of volunteers now finish onboarding, up from 48. The path takes eleven days instead of six weeks.

   SituationVolunteer onboarding took six weeks, and half of the applicants gave up before their first match. What was doneA single application, background check tracking in one place and a welcome sequence sent automatically.