Workshop On Demand

This hands-on, intensive workshop is for small or single person shops who know they need to improve their systems, but have no idea where to start. 

Is your funding/investor reporting slowing you down? Are spreadsheets your only management tool? Do you have no idea what CRM software even does? Do you plan and manage projects with sticky-notes or a white board? Is tax time the bane of your life? This workshop is for you!

This 3 hour workshop is designed for min 6 participants

Topics includes: 

  • Introduction to business administration and data management best practices and requirements

  • Overview of the types of business and operations management software available

  • A look at what I use and why

Most importantly, each participant will work through a series of steps to determine the tools and workflows that will work best for them and how to best test and implement them on their own. 

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