The Optimized Office

Full-service organizational development consultation and services for small to medium business owners.

Most common key deliverables offered to clients have included:

✔️ HR: Recruiting and onboarding program, KPI's, bonus plans, staff planning, recruiting services. 

✔️ Training and development: 1x1 coaching and team workshops for communication, team building, supervisory skills, meeting improvement, and organizational skills. 

✔️ Finance: Planning and comprehensive implementation to maximize existing revenue streams.

✔️ Office processes & organization: Office processes for A/R, A/P, customer intake, and workflows.

Organizational Development Consultant

Preppio: Remote Employee Onboarding

Advisory Services

1st Gen Entrepreneurs

Founding Member

The Coconut Traveler

Sustainable Business Consultant

Markee Valuations, LLC

Limited duration engagement. Primary key deliverable: Organizational development to support business growth and staff expansion. Project workflow development and staff planning, recruiting, and onboarding. Secondary contributions: Finance Analyst responsibilities.

Organizational Development / Finance Analyst

Archdiocese of Portland in Oregon

Managed all administrative aspects of a clergy personnel office. Restructured and improved numerous processes for annual events, reports, meetings, and personnel transitions. Comprehensive department improvement plan, project management guide for implementation of the plan, training guide, and detailed plan for onboarding future staff.

Office Administrator/ Organizational Development

Audigy

The purpose of this role was to coach audiology practice owners using strategic business platforms while perpetuating growth in their business operations.

Operations Manager

YESCO

While retaining the responsibilities of my previously listed position, I managed a service/selling branch of 30+ employees. Transitioned this branch office to a new location and restructured the staffing model to maximize efficiency and exceed profitability objectives. Strategic planning and analysis included opening 3 satellite branch locations.

Branch Manager/ Assistant Division Manager - Finance

Division finance/credit manager duties and oversight of four branch offices including a team of five office staff. Reorganized duties to increase efficiency and productivity after a necessary labor reduction equaling a loss of 100 labor hours a week.

Business Office Manager/ Assistant Division Manager - Finance

Executive Assistant

In a world of endless options, I help clarify the simplest path to a productive, engaged workplace. It’s all about the right people and the right processes.

With experience working in both large and small companies across various industries, from entry-level to upper management, I have a unique perspective on what it takes to succeed. As a Credit Manager, Finance Analyst, and member of a consultant management team, I've had the opportunity to see the inner workings of over 60 small businesses.

From these experiences, I've gained valuable insights that shape my approach. For instance:
💡Success and failure are measured differently for each organization.
💡Engaged teams are essential to achieving a business's mission.
💡The simplest ways to increase employee engagement are often overlooked.
💡Miscommunication is costly and underlies most issues.
💡There are many right ways to achieve an exceptional outcome.

If you'd like to talk more, feel free to message me or go to www.optimizedoffice.com and book a chat. I'd love to learn more about you!

Rachel Marie

Kate Lingoni

BonBon Strategic

Helping growing small businesses increase efficiency, plan strategically, and get a better bottom line by providing support for day-to-day operations and implementing solutions to unique business problems.

Strategic Planning
business function assessment, goals & priorities roadmap, KPI/OKR development,
problem solving/troubleshooting, mission/vision/values realignment

Leadership & Coaching
thought partnership, values assessment & alignment, executive coaching, time management, improving communications, delegating effectively

Project & Team Management
accountability, team communications, hiring campaigns & interviews, onboarding & training

Operational Support
human resources, client/investor management, customer service support,
success metrics & reporting, business process outsourcing (BPO)

Systems & SOPs
software functionality, process automation, optimization, audit or creation, documentation & SOPs

Organization
information architecture, data, files, people, projects, platforms

Research
industry standards, software, platforms, bespoke solutions

Fractional COO & Ops Manager

No BS Fractional COO & Operations Management Expert | Helping You Run Your Business, So Your Business Doesn’t Run You.

🛑 Are you a Founder, Owner or CXO drowning in day-to-day operations?
🛑 Do you struggle to stay aligned with your larger business goals & priorities?
🛑 Are you looking for a right-hand man (or woman) you can trust to work inside your business?
🛑 Do you wish your business would run itself, so you can re-focus on what you do best?

If you just nodded your head at any of these questions… This might be just what you needed to work ON your biz instead of IN it.

At BonBon Strategic, we provide operations support, strategy, systems, and solutions for ambitious business owners like you who are ready to step back from Ops & Admin and lean into your Zone of Genius.

RESULTS: 

1. Your business grows sustainably in the right direction - we keep you aligned with your priorities & mission, so you stop wasting time on work that doesn't matter. 🌱
2. Streamlined systems help your team work more efficiently, which means room to take on more clients, sell more product, & make more money. 💰
3. You get more time back on your personal plate, to spend how you want - business or pleasure, up to you. 🍹

HOW WE HELP:

- Identify and remedy gaps in efficiency through a full business assessment of systems, processes, tech stack, team, workflows, and expenses.
- Streamline and manage daily operations, so you get time back in your day to re-focus on revenue-generating activities like sales and business development.
- Consistent accountability, and project & team management with monthly status reports, so you always know what's happening and what's next.

Ready to get the support you've been looking for? DM me or book a call at bit.ly/3qiKRfT to get started.

Helping growing small businesses increase efficiency, plan strategically, and get a better bottom line by providing support for day-to-day operations and implementing solutions to unique business problems.

Strategic Planning
business assessment, expenses audit, goals & priorities roadmap, KPI/OKR development, organization function mapping

Leadership & Coaching
thought partnership, values assessment & alignment, executive coaching, time management, improving communications, delegating effectively

Project & Team Management
task tracking, scheduling, delegating, communication, accountability, job posts & interviews, hiring, training, outsourcing

Operational Support
human resources (HR), client/investor management, customer service, metrics & reporting, billing/invoicing/expenses, email management, administrative assistance, business process outsourcing (BPO), enterprise resource planning (ERP)

Systems & SOPs
process automation, optimization, audit or creation, documentation & SOPs

Organization
information architecture, data, files, people, projects, platforms

Light Web & Graphic Design 
landing pages (Squarespace, Wordpress edits), one-pagers, Canva graphics, presentations

Light Copywriting/Editing
newsletters, blog posts, sales copy, contracts, agreements

Tech Support
troubleshooting/onboarding CRM, software, social platforms, Mac/Windows

Research
industry standards, software, platforms, explore solutions

taplio

The Battle

Rachel Marie

Kate Lingoni

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