Harmony Diversity Solutions
About People3
People3 is a benefit corporation that provides diversity and inclusion training, workshops, and inclusion-centered consulting.
Where we started
Client's Problem Overview
Dr. Candace, Founder of People3 and her team were challenged by balancing routine administrative tasks with business expansion efforts. The immediate requirement was for administrative support that streamlined operations, freeing up time for the CEO to focus on growing key aspects of the business.
Services Offered
The Remotual Solution
Project Management
Client Communication
Small Group Interview Coordination
Training Coordination
Focus Groups Cooridnation
Content Management
Process Improvement
Contractor/ Facilitators Management
Invoicing
Data Analytics
Data Dashboards
Design Updates
400
No. of Tasks
03
No. of Remotualites
1k+
No. of Hours
03
No. of Projects
See the difference
The Transformation
The Chief Executive Officer was devoting a considerable amount of time to administrative and operational tasks, including but not limited to invoicing, customer relationship management (CRM) updates, sales lead tracking, and follow-ups.
Saved CEO & Business Manager 10s of hours by supporting these tasks promptly and efficiently.
Various invoicing methods were utilized, creating strain and extra work for everyone.
An improved invoicing system was implemented, which established a more consistent invoicing process and assisted contractors and facilitators in tracking consulting hours.
The existing CRM and project management software system was not fully optimized, leading to inefficiencies and an increased workload for the team.
Updates were made to people3’s CRM and project management software system to reduce workload and reduce strain.
The training content decks required regular design updates due to the continued customization for client training sessions
Revamped content PPT to align with people3's branding, enhancing the professionalism and coherence of training presentations.
Previously, data was stored in Excel sheets
Data was reviewed and converted from Excel sheet to a PowerBI Dashboard, providing the team and clients with an intuitive visual interface for data analysis.
Results
The Outcome
Just within a few weeks of working with Remotual...
- The CEO started delegating more tasks to our team, including data management, design, and project coordination.
- The CEO could focus efforts on business development by leveraging our services.
Additionally, Remotual helped lighten the overall workload by supporting customer relationship management and scheduling tasks, enhancing efficiency so that the People3 team could provide excellent service for their diversity and inclusion research, consulting, and training services.