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

Kaiser Permanente

Consultant

Magic Data Engineering

Consulting Data Engineer

Gosho Financial Group

The University of New Mexico

Data Manager

Ecoheart Coaching and Consulting, LLC

Data Engineer Intern

Keep Working

Authored career travel adventure memoire composed of 30 microstories spanning 5 countries. Used AI to create book cover and marketing materials. 

Available via Amazon: https://amzn.to/48xEmKz
On Instagram: www.instagram.com/talesfrommyglobalcareer

AI Empowered Author

LUTRONIC

Completed a data hygiene project on remote international team of 7.

Database Administrator

Tangerine Search Inc.

Marketing Strategy Consultant

Financial Analyst for Restaurant Group in San Francisco
Strategy for Law Office specializing in Urban Development
Marketing for Environmental Engineering Firm
Compensation Analyst for Dual Language Organization 
Product Development for CRM Firm
Marketing for Non-Profit Consultant
Marketing Communications for Non-Profit
Technical Recruiting for Cyber Security Firm
Business Development & Marketing for Importing Firm in Australia
Business Development for Fashion Start-Up
Strategy Consultant & Business Analyst for Restaurant & Bar Franchise in Latin America
Program Analyst & Consultant, Educational Leadership in Latin America
Translation Services for NGO in Latin America

Small Business Consultant & Analyst

Strategized, implemented, analyzed, and refined sales and marketing system to maintain pipeline for start-up consulting firm.

Sales & Marketing Analyst

Coached over 300 high-achieving professionals from 16 industries. Clients included alumni from Google, Amazon, Oracle, Ebay, Tableau, Pixar, NASA, the United Nations, McKinsey, Morgan Stanley, the London Stock Exchange, JP Morgan, Universal Music Publishing Group, etc.

Coach

Entrepreneur

Wrote, published, marketed, and sold three books.

amazon.com/author/trerodriguez

Book Author

Oxford Language Center

Interfaced with the executive leadership of both client and parent company to implement system efficiencies.

Trained mid to later career adults.

Program Analyst & Instructor, 85 Leadership & Staff, 2 campuses

When I took my university entrance exam, the ACT, I scored in the top 2% of all of the people world-wide who took the test that year.

I only taught one class for a few months of this because I did not enjoy it.

taplio

The Battle

Rachel Marie

🌎 Tré R.

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