Increased Project Capacity by 50% Without Adding Team Members
Jack Telford
CEO at Ascent Target
Illia and sProcess team helped us transform our lead generation process, reducing our manual workload by 70% and cutting resource requirements in half.
The Challenge
Ascent M&A Research team faced significant challenges in organizing their project delivery process while utilizing existing IT systems. The absence of a defined process, clear responsibilities, and structured workflows created bottlenecks. As project volume increased, the team struggled to scale efficiently, highlighting the urgent need for a structured delivery process supported by optimized IT systems.
The Final Impact
Increased Efficiency:
- Enabled Ascent to handle 50% more projects with the same team size, effectively doubling their capacity to scale.
sProcess Team’s Approach
The Ascent team embarked on the “Delivery Process Improvement” project to tackle inefficiencies and establish a scalable, structured delivery workflow. Over two months, a team of three members collaborated to redefine and enhance the process through the following phases:
Process Identification
The sProcess team conducted a comprehensive review of existing workflows, analyzing inefficiencies and gathering insights from team members to pinpoint key pain points and challenges in the delivery process.
Process Discovery
Through in-depth discussions with stakeholders, the team mapped out areas of inefficiency, identified redundant tasks, and highlighted missing process components.
Process Redesign
Leveraging the insights gathered, a clear and streamlined process was developed. This included establishing defined roles, assigning responsibilities, and creating a framework for efficient task execution.
Implementation
The restructured process was rolled out alongside optimized IT system configurations. Automation tools were introduced to streamline repetitive tasks and integrate ClickUp, Pipedrive, and Google Drive seamlessly.
Team Testing and Demo Sessions
The redesigned system underwent rigorous testing, with team demo sessions to ensure smooth adoption and functionality. Feedback loops were incorporated to refine the workflow.
Optimized Delivery Processes:
- Reviewed, enhanced, and documented the delivery workflows, eliminating inefficiencies, defining clear roles, and introducing best practices.
Automation Solutions Deployed:
- Implemented 9 automations across integrated platforms to reduce manual tasks and increase efficiency.
Enhanced IT Systems:
- Configured and synchronized ClickUp, Pipedrive, and GDrive to support the streamlined delivery process, ensuring seamless integration without requiring new software investments.
Book a free Process
Improvement Brainstorm
Session with Illia
In this 30-minute session, we’ll dive into the issues and pain points in your processes, brainstorm improvement ideas, evaluate their feasibility, and identify the best opportunities to streamline your operations. I’ll guide the conversation with targeted questions to help you estimate the time savings and team impact of these ideas. By the end, you’ll gain clarity on which improvements are worth pursuing and how they align with your business goals.