Streamlining Operations

Reduction in the owner’s annual expense for the profit sharing program

Wealth Management

200 employees

San Francisco, USA

$

15%

Reduction of annual profit
sharing cost

10% increase

Reduction of annual profit
sharing cost

Objective

Objective

This case study aimed to streamline operations within the company to reduce costs and improve efficiency across all departments.

Solution

Solution

We adopted new project management software that allowed for better tracking of tasks and resources. Training sessions were held to ensure all employees were proficient in using the new system.

Before ShareWillow

After ShareWillow

$

15%

Reduction of annual profit sharing cost

10% increase

Contribution to personal retirement account

After

After the new system was put in place, project completion rates improved by 40%, and budget adherence increased significantly. Employees reported feeling more organized and empowered in their roles.

Efficiency is the backbone of our operations.

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