Francis Insights Consulting User

Streamlines client operations by designing SOPs, onboarding workflows, and administrative systems. Diagnoses operational bottlenecks and implements process improvements to increase efficiency.

Conducts structured financial assessments to identify client needs and recommend tailored strategies. Simplifies complex financial concepts to support informed decision-making.

Improved operational efficiency across clinical and administrative teams by implementing structured processes and documentation. Collaborated with developers to enhance platform usability and analyzed reports for strategic decisions.

Strengthened client relationships across North America by resolving issues quickly and improving communication workflows. Supported partnership growth by coordinating projects and ensuring smooth delivery.

Managed production workflows and inventory levels using FDM4 ERP, ensuring on-time order fulfillment. Prevented a $45K order loss by implementing a maker-checker review process.

Conducted detailed needs analyses to match clients with appropriate insurance solutions. Generated new business through structured outreach and relationship building.

Streamlined payroll operations by implementing QuickBooks-based workflows, reducing processing time and errors. Produced accurate payroll reports and coached staff on performance goals.

Released production orders and prepared documentation to support daily operations. Maintained accurate inventory data and purchasing requisitions, and supported administrative functions.

Completed a Business Operations Management Diploma, focusing on operational efficiency and process improvement.

Earned an Associate Degree in Business Communications, developing skills in professional communication and business writing.