Harmony Diversity Solutions
About People3
People3 is a benefit corporation that provides diversity and inclusion training, workshops, and inclusion-centered consulting. We work with private, non-profit, and government sectors to facilitate and implement diversity and inclusion initiatives.
Where we started
Client's Problem Overview
Dr. Candace, Founder of People3 and her team were facing the daunting challenge of balancing their routine tasks while also concentrating on expanding the business.
- This resulted in an overwhelming influx of emails, inconsistent invoicing, and late or no follow-ups, all of which were impeding progress.
- The need of the hour was a solution to manage the overload & bring order to the chaos, allowing them to focus on the crucial 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 (CEO) 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 managing the training & small group interview process. We ensured that each step of the process was handled efficiently, leading to the timely scheduling of training and interviews, completion of notes, and rollout of feedback surveys.
The team was experiencing difficulty adhering to the training process due to their heavy workload.
Implemented an invoicing system using Google Sheets that created a consistent invoicing process as well as helped every contractor/facilitator keep track of their hours
All contractors & facilitators were utilizing different invoicing methods, leading to inconsistencies.
Regular updates to the CRM, Training & Consulting board in Monday.com ensure timely billing of clients improving overall efficiency.
The training content decks required design updates
Revamped content decks to align with people3's branding, enhancing the professionalism and coherence of training presentations.
The client's demographic information was stored in Excel sheets.
Converted demographic data from an Excel sheet to a PowerBI Dashboard, providing the team and clients with an intuitive visual interface to analyze the data
Results
The Outcome
Just within a few weeks of working with Remotual,
- The CEO started delegating a greater number of tasks to Remotual, including data management, design, and project coordination.
- By leveraging our support, the CEO has been able to concentrate her efforts on expanding the business.
Additionally, with Remotual managing client communication, the scheduling of meetings, small group interviews, and training sessions.