How Optiable Improved Performance and Increased Productivity with SweetProcess

Introduction 

Running a business of document management software for lawyers, CEO of Optiable Craig Bayer had a dire need of documented processes to get things done. He sought to meet this need by documenting the processes manually. But navigating them was a hard nut to crack. Micromanaging employees was part of the day’s job, and it was taking up a chunk of his time at the expense of other important tasks. Systematizing operations was a huge relief for both Craig and Optiable. Craig takes us through the journey of how the company’s business processes improved with SweetProcess. Let us get an overview of the organization to put things in perspective.

Craig Bayer CEO of Optiable

About Optiable

An average law firm has a stack of activities on its plate, including preparing legal documents, meeting with clients, and making court appearances. Juggling all of these together creates a stockpile of work, slowing down their operations. This is not favorable in the fast-paced legal terrain.

That is where Optiable comes in.

The company helps law firms to leverage technology in streamlining their workflow. It gets rid of old and less productive structures, creating more organized structures for them with specific tools that align with their businesses.

By harnessing the latest productivity tools, practitioners can work on the go without being restricted to their physical offices. They get to be on their A-game as they focus on their expertise, getting victories for the clients.

Based in Louisiana, the organization currently has three to five full-time employees, depending on their workload needs.

Listen to the audio interview:

Listen to more customer stories and interviews like this:

The Biggest Pain Point

Difficult days are part of running a business. But when such days are constantly recurring with uncertainties about what to expect, it is a red flag.

Craig and his team could not execute the simplest of tasks and be assured that all was well. There was always a chance that something was amiss. No matter how hard they tried, there was a lack of trust among them about their efficiency. Tasks could not be ticked off without multiple verifications.

“We always would be triple checking our work,” he laments.

It became clear that the employees were not totally to be blamed for the problem. Manually sorting out hundreds of items on a checklist is hectic. There is a chance for things to slip through the cracks. As CEO, it was all on Craig to keep watch and fix broken ends.

“I’d stay up at night or go through and check everything over and over again because you really didn’t have a good way of verifying that.”

All those hours spent fixing things would impact any business negatively.

The Instant Decision to Sign Up for SweetProcess