Operations Workflow Review /
Process Optimization

Successful Imperatives is a strategic business advisory firm founded by CEO Kenneth DiBella and COO Brian Lewis, specializing in helping startups, small, and mid-sized companies achieve growth and efficiency through tailored consulting and or fractional services. With a collaborative approach, they focus on empowering owners, managers, and key employees to navigate challenges in areas like strategic planning, and operational workflow review and process optimization.

Strategic Support

While their core offerings center on broad strategic advisory, Successful Imperatives provides targeted consulting in operations, workflow, and process optimization. This includes:

  • Fractional Operations Support: Part-time executive guidance (e.g., fractional COO roles) to streamline daily operations without the overhead of full-time hires. They help integrate into your team on an ongoing basis to drive the efficiencies necessary to scale your company.
  • Workflow and Process Optimization Consulting: In-depth assessments to identify bottlenecks, eliminate redundancies, and redesign workflows. This involves mapping current processes, recommending automation or tech integrations, and implementing changes for cost reduction and productivity gains.
  • Additional Advisory: Negotiation training, public speaking coaching, and healthcare-specific consulting (leveraging DiBella’s background), all adaptable to operational contexts.

Target Clients

  • Startups seeking foundational process setups.
  • Small to mid-sized businesses aiming and  for scalable operations.
  • Healthcare organizations or related sectors needing compliance-aligned optimizations.

Approach and Features

  • Collaborative and Hands-On: Emphasis on building productive relationships with stakeholders, including brokers and consultants, to foster long-term revenue streams.
  • Proven Expertise: DiBella’s experience includes interim CEO roles, strategic buyouts, and healthcare advocacy, ensuring practical, results-oriented strategies.
  • Customized Solutions: Services are flexible—ranging from one-off projects to ongoing fractional engagements—to align with your goals, such as reducing costs, improving quality outcomes, and enhancing team performance.

For more details or to request a proposal CONTACT US

 

 

 

 

 

A man in suit and glasses standing at a whiteboard

OPTIMIZATION SERVICES

Process Workflow Review (Automation Opportunities)

  • Document CURRENT workflow (diagram)
  • Develop PROPOSED workflow (diagram)

 

Metrics Development and Quality Control Analysis

  • Document CURRENT measurements
  • Develop PROPOSED measurements from existing tools
  • Develop PROPOSED measurements using new technologies
  • Develop Quality Controls (statistical sampling) for any process
  • Prepare Executive Dashboard to summarize results for key processes

 

Implementation of Proposed Workflow improvements

  • Implement and hand-off new workflow to Client Management Team
  • Collaborate with Client Management Team to report on measured results

 

Management of strategic initiatives

  • Vendor Partner RFP management and contracting
  • Develop Key Process management controls to track Vendor performance (claims, enrollment, and call-centers)

 

Call-Center Optimization

  • Review and Improve call routing (including modified scripts)
  • Develop Call Metrics
  • Develop Call Center Quick Reference guides and training materials