Our Business Discovery service is designed to help businesses identify gaps, inefficiencies, and opportunities for growth. Whether you’re a small startup or a mid-sized business, we offer customized assessments to guide you toward more efficient operations and better system alignment.
Small businesses or startups just starting with system improvements or exploring new software solutions.
Growing businesses with more complex operations looking for deeper insights and optimizations.
Established businesses needing in-depth strategic insights and full system evaluations.
Quick audit of existing processes
Identification of key pain points
Recommendations for immediate fixes and optimizations
Overview of opportunities for scaling
Comprehensive audit of processes
Analysis of integrations & workflows
Recommendations for mid-term improvements
Best practices for system scalability
Opportunity identification
Full system analysis, covering integrations, workflows, & automations
Identification of inefficiencies & opportunities
Custom roadmap for long-term optimization & growth
Full report and consultation on findings
Initial Consultation: We start with a 30-minute consultation to understand your unique challenges and goals.
Deep-Dive Audit: We’ll analyze how your systems are set up, how your team uses them, and where bottlenecks or pain points exist.
Report & Recommendations: After the audit, we’ll provide a detailed report with actionable recommendations to optimize your workflows and enhance efficiency.
Roadmap for Success: We’ll create a custom roadmap to guide you through implementing the improvements.
Don't worry, we can help!
The Problem
A growing mental health practice using Simple Practice to manage patient appointments and billing was facing issues with scheduling conflicts, missed payments, and incomplete patient records.
The team struggled to keep the system organized as the practice scaled.
Our Approach
System Audit: We conducted a deep audit of how Simple Practice was being used to schedule appointments, track billing, and manage patient records.
Identified Pain Points: Found that appointment reminders weren’t consistently being sent, resulting in missed appointments and lost revenue. Billing cycles were disorganized, with some clients receiving duplicate invoices.
Recommendations
Automate appointment reminders through SMS and email notifications to reduce no-shows.
Set up recurring billing for clients on ongoing treatment plans to ensure timely payments.
Create custom workflows for better patient record management and HIPAA compliance.
Outcome
Within 60 days, the practice reduced missed appointments by 40% and increased on-time payments by 20%, while simplifying administrative tasks for their team.
Ready to discover hidden opportunities in your business?
Answers To Frequently Asked Questions
We provides a range of services including business discovery needs, software enablement, software optimization, user training, managed services, digital marketing, and custom quotes.
We identify your unique business needs and implement tailored software solutions. Our team optimizes these solutions and provides comprehensive training to ensure your business operates efficiently.
A Gratton's Edge serves a variety of industries, focusing on businesses looking to improve their processes through systemization, software enablement, and digital transformation.
We adhere to strict data protection and privacy practices. Our Privacy Policy outlines how we safeguard your information, ensuring your data is secure and used responsibly.
Yes, we offer custom quotes and personalized solutions tailored to meet your specific business requirements. Contact us to discuss your unique needs and how we can help.
We provide ongoing managed services and support to ensure your software solutions continue to perform optimally. Our team is always available to assist with any issues or additional training needs.
(844) 334-3762
292 S Frontage Rd, #1003, New London CT 06320
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