
The Approach
The project mainly utilised soft OR techniques, including problem structuring, workshop facilitation, and options development and analysis, along with extensive process mapping, and spreadsheet structuring / modelling.
The project started with a desk analysis of the organisation’s key documents and interviews with staff, trustees and therapists. The processes were then mapped to capture interactions between key functions and stakeholders.
During a workshop, the trustees provided feedback and identified fourteen opportunities for improvement that were compared on a matrix to help with prioritisation, further analysis, and planning.
Various commercial off the shelf timesheet applications were explored but not taken forward at this stage due to the required investment and complexity of billing processes.
"The volunteer brought great value, not just by rigorously applying his analytical and structured thinking to our business processes, but also by going that extra step by engaging regularly with the team to help them reflect on how we manage our operations and what they would like to improve.”