Case Study

Automated Workflows in Currently Used Software

We worked with Waterkress Creative to create and automate workflows using the features already available in their CRM, Dubsado.

Results

About Waterkress Creative

Amy Youssef is the owner of Waterkress Creative, a branding agency that helps formulate the brand strategy and visual identity of their clients’ business. She has been a designer for over 15 years and has worked for a Fortune 500 company, government organizations, nonprofits and individuals.

Why they needed us

Waterkress Creative was having trouble with its business processes. With their client base growing rapidly, the Waterkress team had reached capacity and were facing a deficit of supporting systems and infrastructure. Although they had access to a powerful, all-in-one project planning software called Dubsado, they lacked time to set up a system to maximize the features because of their accelerated growth. Everything was being done manually, with many different pieces of software being used to communicate with their clients.

The Goals

  • Improve client communication
  • Prevent leads and tasks from falling through the cracks
  • Reduce administrative burden and stress

The Solution

Waterkress hired MOHJU to learn the CRM software they were using, and then set up their workflows, track invoices and payments, and streamline client communications. We were able to automate workflows that were dependent on the flow of interactions with clients. We automated and optimized scheduling, project tagging, contracts, client updates, and forms.

Now, with missed files, confusing processes, and stress from client communication glitches in the rearview mirror, Waterkress has been able to increase capacity and take on more work, while saving time with every project and new client.

Start optimizing your business processes today

MOHJU is all-set to recommend the best-in-class software and process improvement best practices. Let us help you revolutionize the way you run your business.