DBS — Systems design
Reworking internal systems for scale and reduced bottlenecks amidst a season of rapid growth.

As client and team volumes multiplied, so did inefficiencies.
Internal systems hadn't been built to support this scale. Outdated information and inconsistent access made miscommunication and data fracturing far more frequent.
Our goal was to establish frictionless collaboration as our system's core.
We needed to eliminate redundancies and streamline access to eliminate these friction points. Tracking within live client work ensured all bottlenecks were caught quickly.

I decided to stress-test with our non-technical team to ensure all flows were intuitive.
Testing frequently to ensure non-technical team members could navigate with ease eliminated need for additional training on rollout. Working within live client work further reduced additional training: everyone—clients included—was already using the new systems comfortably.
A centralized documentation hub provided consistent access to everyone.
Instructions, SOPs, templates, everything in one place, with everyone having access.
Drastically reduced errors, slashed handoff time, smoother onboarding for everyone.
The overhauled system improved daily efficiency and was praised by leadership and clients for its simplicity and ease-of-use.