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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Use SweetProcess to Streamline Employee Onboarding

The Problem

Our client, a busy small-business owner and entrepreneur, needed to get all employee onboarding documents and processes under control. She had files living in Google Drive, Word Documents, Excel Spreadsheets and PDF’s and there was no defined “process” to follow for onboarding. 

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Use Trainual to Document Processes and Procedures

The Problem

Our client, a busy chiropractor who owns a practice with several locations, had all of her organizations' process documentation on different platforms. Some were in Google Drive, some posted on the wall in the breakroom, some in her head. Particularly for on-boarding new employees, it was essential that she get everything documented and in one place.

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