Improving Operational Efficiency by 65%

The Mission

Streamline a weekly cross functional process to keep up with volume and secure revenue.

The Revenue Cycle Management team, Product and Tech Team and the Lactation Consultant Relations team had to collaboratively work together to deliver a weekly communication.


Lisa’s Approach

  • Worked closely with the Product Manager and the Data Team to identify potential tech solutions.

  • Built an Asana task to capture the end-to-end workflow that can be duplicated each week.

  • Provided Asana training to stakeholders so they were enabled and held accountable for their steps in the process.

  • Gathered feedback each week to continously improve and streamline the workflow.

Lisa’s Impact

  • Increased the efficiency of this process by 65%. What used to be a monthly process was now able to be completed on a weekly basis.

  • Eliminated the need to orchestrate the process each time by creating a repeatable Asana Task Template.