AS-IS & TO-BE Analysis

Customer Challenges

As a solo practitioner, a significant portion of time is consumed by administrative tasks such as preparing accounts and VAT for accountants, managing clients and their paperwork, meal planning, and recipe writing and creating showcase videos.

These daily administrative demands make it challenging to focus on core activities that drive expansion. The client was seeking support to streamline and automate key administrative processes, allowing them to dedicate more time to client engagement, business development, and delivering high-quality nutrition services.

Solution

Clarke Analytics completed an AS-IS and TO-BE analysis across a few key customer lifecycle processes to identify possible areas for improvement.

As part of the consulting engagement, multiple software packages were compared based on the client requirements with recommendations on specific packages with a roadmap for their implementation & support.

Benefits

The client had a much better view of what is possible in the market to support their growth and quality goals. They also had their required report for additional state funding support.