Workflow Consulting
IDENTIFY. ORGANIZE. EMPOWER.
We Empower You to be More Productive
Individuals and businesses alike can reclaim time and reduce stress with systems and processes that allow them and their teams to work more efficiently, grow and achieve.
We identify specific limiting factors and opportunities for improvement, then develop customized systems and tools to support individuals and teams in their environment, allowing them to drive results in their areas of expertise. We also help manage resulting change, communicate with stakeholders, and address concerns.
Workplace Optimization
As workflow specialists and organizational experts, we analyze, design, and optimize business processes and workflows. Operational areas we excel in include:
Business Processes
The creation, optimization, and streamlining of processes can elevate competitiveness, enhance productivity and allow the delivery of unparalleled value, while upholding operational quality.
We can develop what’s needed to achieve this.
- Documentation: Policies, requirements and guidelines, and standard operating procedures
- Optimizing Operations: Collaborate to streamline processes, identify bottlenecks, and implement improvements
- Performance Metrics: Document and standardize to facilitate consistent tracking
- Communication: Create protocols that result in smoother workflow
- Employee Management: Handbook, record information management (RIM), and manuals
- Hiring Procedures: Aligned interviewing, onboarding and orientation
- Training and Development: Needs analysis, curriculum development, delivery and evaluation
- Marketing and Sales: Develop processes for lead generation, nurturing and conversion, plus strategies to maintain, expand and retain clients.
- Implementation or enhancement of CRM systems
- Techniques and Tools: Identify and introduce a range of tools intended to enhance productivity, collaboration, and overall effectiveness
Human Capital Systems
Effectively managing and investing in how people work individually and as teams is crucial for organizations to enhance productivity, innovation and overall success.
Kaos Group creates the necessary systems.
- File Organization: Establish meticulous file organization so every team member can easily locate essential information
- Team Development: Empower teams and individuals with essential skills, techniques, tools, methodologies and best practices to foster organizational alignment, personal fulfillment and individual agency
- Essential Skills: Develop a comprehensive understanding of the competencies necessary for individual and team excellence
- Knowledge Sharing: Harness the collective intelligence of your teams to provide the big picture, increase problem-solving and innovation, and allow smoother succession
- Methodologies for Success: Share the proven methodologies that align with organizational objectives
- Centralized Document Repository: Build a scalable system with clear file structures that enables quick access to vital documents, makes tasks quicker, and enhances collaboration
- Company Culture: Documenting and systematizing company culture expectations can enhance hiring and onboarding, plus provide clarification and reference for all
Financials & Environment
Implementing sustainable financial practices for operational optimization and and building a conducive work environment may reduce errors, delays and enhance well-being.
We will build these needed processes.
- Financial Documents: Create efficient systems for filing receipts, invoices, bank statements, leases, and expense reports
- Financial Workflows: Examine the following components to create or optimize system efficiency for ease, accuracy and compliance
- Accounting: Bookkeeping, accounts payables and receivables and bank reconciliation
- Invoicing Procedures: Invoice generation, terms and tracking
- Financial Reporting: Income statements, balance sheets and cash flow
- Audit Preparation: Ensure workflows adhere to audit standards and requirements, communicate between business and accountant
- Workplace Environment: Create standards for space maintenance. This can include shared workspaces, naming and file storage, data security, meeting spaces booking procedures and etiquette, ergonomics and equipment maintenance
Business Optimization
I could not have had a better experience with Kaos Group! Deanne is an absolute professional. She lead our group through a very thorough exercise where we identified the gaps we have in the organization. She always made sure to keep us on track, clarified all of our questions and most importantly helped us celebrate our wins. I could not recommend Kaos Group enough!
Christina DeMarinis
Mortgage Agent
Insight Session
I recently had the opportunity to participate in a Kaos Group Association Insight Session facilitated by Deanne Kelleher for the CAWEE Board. The session was incredibly valuable in helping us benchmark key areas of our organization’s functionality and effectiveness. Through Deanne’s thoughtful questions and structured approach, we were able to clearly identify where CAWEE is performing well and where there are opportunities to strengthen our impact.
Deanne’s facilitation style was engaging, professional, and insightful. She created a safe and productive environment that encouraged open discussion while keeping us focused and moving forward. The session delivered both clarity and direction, leaving our Board aligned and energized about our next steps.
I would highly recommend Deanne Kelleher and the Kaos Group to any organization or association looking to gain meaningful insights and practical strategies for improvement.
Robyn Yack (Sendel)
Realtor at Right at Home Realty, Brokerage, specializing in helping couples going through a separation/divorce sell their matrimonial home. Partnering with Cheryl Koffman.
Business Optimization
I so appreciate Deanne‘s thoughtful approach to helping us sort out our priorities. Deanne was thoroughly prepared with excellent questions for us and coordinated our recent meeting with kindness, grace and focus. We accomplished more in a short time than I thought would be possible. I am so impressed with Deanne‘s ability to cut through “chaos” to what is truly important for us.
Susan J Patterson
Reigniting Joy
Business Optimization
I had the privilege of participating in a Kaos Group Association Insight Session as part of a nonprofit Board I am on and the experience was excellent!
Deanne enabled us to see clearly the organization’s strengths and challenges, while also helping us to prioritize our strategic goals.
The session was very helpful and Deanne facilitates masterfully; very clear and concise, getting to the root of the issues efficiently, which all of us appreciate!
We closed the meeting with clarity around next steps and direction as to how to address our shortcomings. I would highly recommend working with Deanne to benchmark your organization’s performance. This valuable experience shifts us from reactivity to thoughtful strategy.
Thank you, Deanne, for guiding us through a process which will ultimately make our organization more effective.
Naomi Simpson
Relationship Coach & Accredited Astrologer, Dip. CAAE
Simplify Your Business and Focus on Your Area of Expertise
Reclaim your time, reduce stress, and reignite your passion. Deanne, Senior Consultant and Founder, can develop the necessary systems to support you and your team and scale with your business.
Articles by Deanne Kelleher
Read Time: 5 minutes In the world of business essentials, the operations manual rarely gets the spotlight it deserves. Yet, after developing these crucial documents...
Hello, It's Deanne here with Tips from the Field to optimize your behind-the-scenes systems. Here's something that might surprise you: McKinsey found that businesses implementing...
Read Time: 3 minutes Think about your office, wherever it may be, and ask yourself if the organizational structure – the workflow and paper flow...
Read Time: 1 minute Introducing a revolutionary approach to financial planning by Sunny Wishart, CFP® and the founder of A La Carte Financial. As an advice-only...