Info

Leverage

The goal of the Leverage Podcast is simple: to learn from the best and discover how we can all live a better life, build a more fruitful business, and be more efficient. Leverage’s Founder and CEO, Nick Sonnenberg, is the host of the Leverage Podcast. With a background in data science, high-frequency algorithmic trading, and business efficiency consulting, Nick has an innovative mind and is obsessed with learning from the people around him. Join him each week as he interviews fellow entrepreneurs, thought leaders, and leading experts to discuss everything from efficiency hacks to new technologies to life as an entrepreneur.
RSS Feed Subscribe in Apple Podcasts
Leverage
2021
November
October
July
June
April
March
February
January


2020
December
November
October
September
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
March
February
January


2018
December
November
October
September
August
July
June
May
April


2017
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August


Categories

All Episodes
Archives
Categories
Now displaying: Page 1
Apr 19, 2018

Process Street has been all the buzz around Leverage. We can’t stop talking about it — or using it. This tool has proven to be so useful that we are giving our members a free enterprise account for an entire year. Here’s a behind the scenes look at how Leverage is using this tool to transform our service.

Leverage has already documented how we do every task in the form of an easy checklist in Process Street. Documenting has benefits such as reviewing your current way of doing things to notice areas of improvement and make your current process more efficient. But, it is also a great way to implement a brand new idea. Before launching the idea into action, you organize each step of the way and assign the appropriate team members to each part of the checklist.

Recently we received a case study from our Head of Business Operations, Florence Bout. She told us how Leverage is using Process Street to create a brand new service offering for our members, to provide an easier and more positive user experience.

Leverage is rolling out fixed project pricing, instead of its signature hourly rates. Why? Well, there are many reasons we chose to go this route to better serve our clients, but to keep it simple it is a way to give clients a full project cost estimate and remove any uncertainty before their work begins.

Phase 1 — Project Scope

In this phase, all parts of the checklist are formed around discovering what the client needs, what the project will entail and creating a full scope of the project.

Phase 2 — Define

After the project is assessed, we develop specific project milestones and the total cost. This way the client can see a timeline of deliverables and the project cost… therefore mitigating unexpected surprises from popping up along the way.

Phase 3 — Set-Up

Here we prep all the Trello Cards and/or Slack channels that we’ll need to properly manage the project and all internal + external communications.

Phase 4 — Milestones

This section is specific to our finance department. The image below shows how each person on the team and their respective cost is shown directly in the checklist, keeping it easy to organize how to pay multiple team members that are collaborating on a single project.

After all of the milestones are completed, the project is finalized which means the client is given their final deliverables and the project is closed.

So, there it is. Our real-life, real-time example of how we document our workflows and prep our staff to be fully prepared each step of the way before we launch a new idea or service. This process, in theory, could be applied to most types of project management application for testing prototypes, new products or new service offerings.

Ready to Join the Community of Business and Productivity Enthusiasts?

To start engaging with our network, join our free online Slack community at https://slackpass.io/leveragecommunity

0 Comments
Adding comments is not available at this time.