Process Improvement
Help Tax-Aid Identify and implement process improvements to reduce cost, effort, errors, and other inefficiencies, and use defined metrics to measure their success.
Process Improvement
Project details
What we need
- Written recommendations to improve a specific process, including the controls necessary to maintain the revised process
- An outline of key metrics for tracking how successful the process improvements are over time, with current-state benchmarks
Additional details
We have a questionnaire that we use to collect client information. The design is great but we need an editable version that can also be a fillable PDF for clients to complete online.
What we have in place
- We currently have a great form, which should make it easy for you to get started. We also have time to work with you, and the ability to provide any other information you need.
How this will help
This project will save us $7,888 , allowing us to serve more people with low income
If people can understand the questionnaire and it flows easily we can ensure that their taxes are prepared quickly and correctly.
Project plan
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Testimonials
WOW Ansu delivered an AMAZING improvement for a process we had. She found us a solution that met our needs. She was super detail oriented and response. Thank YOU! Ansu.
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