Optimizing Campus Operations and Customer Experience

Empowering Change Through Strategic Insights and Collaboration
Industry
Professional Services: Process Optimization
My Role
CX Director
Location
Denver, Co
Team
5

Overview

The client, a leading provider of integrated campus solutions, faced challenges in optimizing their business processes, improving employee satisfaction, and ensuring customer satisfaction through streamlined operations. They sought expertise to evaluate and enhance their business process workflows, staff allocation, and metrics alignment to achieve better ROI and scalability.

Pre-Sales Workshop Facilitation

  1. Conducted a series of interactive workshops with stakeholders from various departments, including operations, customer support, and IT.
  2. Utilized design thinking techniques to uncover key pain points, such as fragmented communication channels and redundant workflows.
  3. Identified priority areas for improvement, including onboarding processes, resource allocation, and metrics standardization.
High-level process

Employee Journey Mapping

  1. Engaged with employees across roles to understand their experiences and challenges within existing workflows.
  2. Highlighted critical moments that influenced employee satisfaction, such as onboarding, task handoffs, and performance evaluation.
  3. Mapped the journey of employees through their lifecycle with the organization, from recruitment to career progression, identifying bottlenecks and opportunities for improvement.
Deeper dive into the Operations Team's swim lane, employee journey.
Deeper dive into the Operations Team's swim lane, employee journey.
Deeper dive into the Operations Team's swim lane, employee journey.

Process and Metrics Mapping

  1. Developed detailed process maps to outline current workflows and identify redundancies.
  2. Analyzed key performance metrics, ensuring they aligned with strategic objectives.
  3. Proposed new KPIs to track progress and measure success in employee satisfaction, customer support efficiency, and operational scalability.
3 day workshop to identify metrics and KPIs. Don't worry, everything was distilled into Excel

Process Improvement Diagrams

  1. Designed visual diagrams to illustrate the current state, pain points, and proposed solutions for each identified process.
  2. Delivered actionable insights and step-by-step recommendations for implementing changes.
  3. Provided a clear roadmap for transitioning from the current state to the optimized future state.
Current State for planing phase, redundant process, manual system entries
Proposed state. Automate syncing with systems

Team Formation and Initiative Execution

  1. Assembled a cross-functional team of stakeholders, including representatives from operations, IT, HR, and customer support.
  2. Defined roles and responsibilities to ensure efficient execution of initiatives.
  3. Established a governance framework for continuous improvement and regular progress reviews.
Kick-start working model
Long-term working model
The team

Results and Outcomes

  1. Improved Employee Engagement:
    • Streamlined onboarding processes reduced time-to-productivity by 25%.
    • Enhanced internal communication tools and workflows improved collaboration and morale.
  2. Operational Efficiency:
    • Process optimization reduced redundancies, saving an estimated 20% in operational costs.
    • Metrics realignment ensured focus on actionable KPIs, leading to data-driven decision-making.
  3. Enhanced Customer Experience:
    • Faster response times and improved resource allocation elevated customer satisfaction scores by 15%.
    • Scalable processes enabled the organization to handle increased customer demand without compromising service quality.
  4. Sustainable Change Management:
    • Established a framework for continuous improvement, enabling the organization to adapt quickly to future challenges.

Conclusion

By leveraging workshops, journey mapping, and process improvement strategies, the client successfully transformed their operations to achieve greater efficiency, employee satisfaction, and customer experience. The collaborative approach ensured alignment across departments, and the focus on sustainability positioned the organization for long-term success. This case study demonstrates the value of combining strategic insights with actionable frameworks to drive meaningful change.