BELOW IS A GOOD EXAMPLE OF OPERATIONAL EFFICIENCY:
She developed more concise forms to facilitate client documentation of paperwork. This resulted in a benefit to both clients and staff. By updating and improving how information is collected from the client – and then brought into the company – she reduced the labor intensity of this set of tasks for the administrative staff. She also designed and implemented a more streamlined flow of work, using paperless alternatives wherever possible. This resulted in a more efficient, less redundant process that increased productivity and reduced error.

She created electronic worksheets that would not only suit our needs, but also created links to automatically total and average scores, thereby saving the manager time. As a member of the IT Committee and the Database Committee, her suggestions have helped others develop a new system in which changes to our database will be communicated throughout the firm more efficiently, thereby saving money on mailings generated from many different departments in our firm.