You may be ready for a Business Process Assessment if you:

• Feel there must be a better way to manage your processes
• Frequently search for solutions online but struggle to implement them
• Experience a high number of errors or inefficiencies
• Notice your team spends too much time double-checking work
• Have employees working outside the system to confirm accuracy

If any of these sound familiar, it’s time to explore how New View Strategies can help.

The assessment process involves:

1. Understanding Your Pain Points – Our team conducts interviews with key stakeholders to discuss challenges and areas for improvement.
2. Observing Current Processes – Whether onsite or remote, we review how employees use the system and where inefficiencies exist.
3. System Review – We analyze ERP system settings, transaction volumes, and document production to assess current system usage.
4. Customized Recommendations – After the assessment, we provide a detailed Recommendations Report outlining specific action items to improve system efficiency.

Following the assessment, you’ll receive a comprehensive report outlining actionable recommendations categorized into four areas:

• Quick Wins – Simple improvements you can implement immediately
• Training Needs – Areas where additional knowledge could boost efficiency
• Further Analysis – Complex issues that require deeper investigation
• Advanced Solutions – Potential software customizations or add-ons

Most of our clients receive over 100 recommendations that can be put into action to streamline operations and enhance ERP usage.

Clients frequently report that one tip alone justifies the entire assessment, with noticeable efficiency gains within the first few days. By identifying and resolving inefficiencies, companies can expect:

• Reduced errors and rework
• Improved team confidence and productivity
• Faster reporting and decision-making

Our current scheduling lead time is 60 days, but we do maintain a waiting list for earlier availability.