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

Southbridge Care Homes

Director of Healthcare Recruiting

Alpine Recruitment & Retention Solutions

Chief Executive Officer

𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗩𝗶𝘀𝗶𝗼𝗻𝗮𝗿𝘆|𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐯𝐞 𝐏𝐞𝐨𝐩𝐥𝐞 𝐋𝐞𝐚𝐝𝐞𝐫

𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐚𝐧𝐝 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐯𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐥𝐞𝐚𝐝𝐞𝐫 𝐰𝐢𝐭𝐡 𝐚 𝐬𝐭𝐫𝐨𝐧𝐠 𝐩𝐚𝐬𝐬𝐢𝐨𝐧 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐚 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝐢𝐧 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐛𝐲 𝐚𝐝𝐝𝐫𝐞𝐬𝐬𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐚𝐟𝐟𝐢𝐧𝐠 𝐬𝐡𝐨𝐫𝐭𝐚𝐠𝐞𝐬 𝐚𝐜𝐫𝐨𝐬𝐬 𝐂𝐚𝐧𝐚𝐝𝐚 𝐚𝐧𝐝 𝐢𝐦𝐩𝐫𝐨𝐯𝐢𝐧𝐠 𝐭𝐡𝐞 𝐚𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐜𝐚𝐫𝐞. 

𝐀 𝐬𝐭𝐫𝐨𝐧𝐠 𝐚𝐝𝐯𝐨𝐜𝐚𝐭𝐞 𝐟𝐨𝐫:
✨𝐒𝐚𝐟𝐞 & 𝐈𝐧𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐰𝐨𝐫𝐤𝐩𝐥𝐚𝐜𝐞𝐬 
✨𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐭𝐲, 𝐞𝐪𝐮𝐢𝐭𝐲, 𝐢𝐧𝐜𝐥𝐮𝐬𝐢𝐨𝐧 & 𝐛𝐞𝐥𝐨𝐧𝐠𝐢𝐧𝐠 
✨𝐄𝐪𝐮𝐚𝐥 𝐫𝐢𝐠𝐡𝐭𝐬 𝐟𝐨𝐫 𝐚𝐥𝐥
✨𝐄𝐪𝐮𝐚𝐥 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐟𝐨𝐫 𝐚𝐥𝐥
✨𝐄𝐪𝐮𝐚𝐥 𝐩𝐚𝐲 𝐟𝐨𝐫 𝐚𝐥𝐥 
✨𝐇𝐮𝐦𝐚𝐧𝐢𝐭𝐲, 𝐂𝐨𝐦𝐩𝐚𝐬𝐬𝐢𝐨𝐧 & 𝐏𝐞𝐚𝐜𝐞
✨𝐑𝐞𝐟𝐮𝐠𝐞𝐞𝐬, 𝐈𝐦𝐦𝐢𝐠𝐫𝐚𝐧𝐭𝐬, 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐬𝐭𝐮𝐝𝐞𝐧𝐭𝐬, 𝐏𝐞𝐨𝐩𝐥𝐞 𝐰𝐢𝐭𝐡 𝐝𝐢𝐬𝐚𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬, 𝐌𝐞𝐧𝐭𝐚𝐥 𝐡𝐞𝐚𝐥𝐭𝐡, 𝐚𝐧𝐝 𝐋𝐆𝐁𝐓𝐐 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲.


taplio

The Battle

Rachel Marie

Praveen Ponnuru

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?