How do we approach this?
Step 1: We schedule a joint call to assess the current situation. What challenges are you facing? How are the workflows currently configured? What are your preferences?
Step 2: Subsequently, participants will be given 'homework' and food for thought. The 'homework' will be provided to the consultant. The consultant will set up the workflows for the second session.
Step 3: In the second session, we come together to review the new setup and make any final adjustments.
Step 4: Finally, the consultant will document the session, providing a summary and relevant documentation.