DIGITAL WORKSPACE CONSULTING

For project-based businesses that have outgrown their email.

And spreadsheets.

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WHAT IS WORKSPACE CONSULTING?

It's like hiring an architect for the digital pieces that make your business run.

With the growth of business comes behind the scenes complexities. Project management, files of notes, client meetings, work processes, scheduling, onboarding, and so on.

Designed systems help reduce the friction and frustration that comes with everyday operations. Do less thinking about how to do the work, and focus on what matters to you.

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THE CASE FOR A CONSULTANT

What problems do we solve?

If you've read this far you're starting to understand the massive benefits to customizing your digital workspace for your organization.

Consolidating Scattered Tools and Systems

Having a variety of tools isn't the problem. The problem is usually that they don't talk to each other very well (or at all). Together we'll determine what's needed and the best way to connect them.

Knowledge Management Challenges and Information Silos

Store your critical company documents and shared knowledge in a single system. From project documents to HR vacation policies. No more bothering Jill on vacation for a file you can't find.

Excessive Emails and Slack Messages

Let's lighten the load on the "What's the status on this project?" emails and the "Did you ask the client about this?" slacks. Build robust projects and easily searchable databases to surface information as needed.

WHAT DOES THE PROCESS LOOK LIKE?

The 4-Step Method

Processes often change and grow with the business. There's also no denying that new ways of working often feel like more work in the beginning.  But try and think of it like pedaling a bike: Those first few rotations require a bit more effort to get going, but once you establish a rhythm, the effort becomes remarkably lighter.

Assess ❋ Design ❋ Build ❋ Refine

Assess

→

Design

→

Build

→

Refine

→

Assess → Design → Build → Refine →

Every project is based on a 1-on-1 tailored approach. No generic templates that just sort of fit.

Sample Project*

WEEK 1 | DISCOVERY AND INTERVIEWS

A deep-dive into your current systems, processes, tech stack and hang-ups.

WHAT WOULD A PROJECT ENGAGEMENT LOOK LIKE?
WEEK 2 | ANALYSIS AND ORGANIZATION

Discovery and interview notes are analyzed to establish the action plan.

WEEK 2-3 | RECOMMENDATIONS

A tailored list of recommendations based on the action plan is provided for approval.

WEEK 4 | IMPLEMENTATION BEGINS

Systems work begins on approved recommendations. The solutions begin to take life and are rolled out to key project personnel.

WEEK 4-8 | TEST  AND REFINE

The refined solutions are released to the larger team. Processes and workspaces receive micro-adjustments to increase adoption and utility.

*Every project is unique. The process outlined above is a sample framework—your actual timeline and deliverables will be customized based on your specific needs and goals. We'll always agree on scope, timeline, and pricing before any work begins. No surprises, just clarity.

KNOWLEDGE BASE

Answers to Popular Questions

If you can't find the answer to your question, feel free to email us at support@retinaconsulting.co

  • Yes—for the moment. Notion provides a flexible and powerful system which can be customized to fit nicely into nearly any organization. It's a solid solution, continuously updated, and well-maintained by the company.

  • The process is highly collaborative. After all, we want to ensure the best possible implementation for your company. At the point of discovery, we'll discuss the needs for your specific project. This will likely include setting aside time for interviews, explanation of current processes and workflows, and important documents you rely on.

  • It can be, though we'd love the opportunity to visit your offices and get to see the work in action. We understand with the rise of remote working that office visits aren't always an option.

  • You absolutely can! Notion, along with a dedicated audience of creators, publishes all kinds of tutorials, trainings, how-to's, template downloads, and more. It's definitely one of the perks of going with a system as well known and loved at Notion. However, if the blank page scaries or endless customization possibilities are not your thing, we'd be more than happy to step in.

  • Yes. Each employee using the system will need an account. While there is a cost associated with using the system, the value far exceeds. Think about it this way, one employee saving just 30 minutes a week can gain back 24 hours of worktime each year. Multiply that out across the organization and you're putting some serious value back into your team.

  • Final project investment is decided upon once we've agreed to a scope/timeline and signed the contract. The pricing varies based on the size and needs of the organization. That said, I realize it's helpful to have some context. Engagements start at around $5,000. The goal is to create a system that easily reclaims that investment and continues to add value into the future.

  • The engagement is designed to deliver you with a wonderfully, working workspace. Upon completion you should have everything you need to move forward. Of course, if you'd like us to stay on we offer a monthly retainer. You'll get asynchronous access to a private slack channel for direct questions, a monthly review meeting, and some other helpful perks.

  • Send me a message through the contact form. We'll start a conversation and see if we're a good fit for each other. No obligations, just real talk 🤙