Healthcare education programs.
A national speaker and education program had outgrown its tooling. Approvals ran through email threads. Reporting was assembled by hand every Friday. Compliance was tracked in side documents that drifted out of date.
Problem
The program was successful enough to be visible to senior stakeholders, and fragile enough that the next audit could surface real risk.
Approach
- Mapped the existing approval flow end to end with the people doing the work
- Designed and documented a single-source workflow for events and deliverables
- Built a reporting layer on top so leadership could see status without asking
- Trained two stakeholders to run it without me
coordination time.
Clearer status visibility across the organization. The program kept growing without adding headcount. I rolled into a smaller ongoing retainer for system maintenance and reporting.