Project Background
JellyBeans Plan Management provides support to NDIS participants in managing their fundings and accessing services as per their individual plans and needs. The business has experienced growth that highlighted the need for streamlined and integrated systems.
Before implementing Momentum Systems, JellyBeans faced challenges with their systems and processes that impacted their operations. They needed a solution to streamline their processes, allowing the team to work more effectively and deliver consistent, accurate, and timely services to their clients.
“So before we teamed up with Your Business Momentum, we did have some major issues with our systems. We had many little different systems that didn't work together and they were never formally written down in a central location. So it took us forever to train any new staff members joining our team. Some processes were pretty complicated and that then caused staff members who were performing the exact same tasks but they were performing those tasks in slightly different ways. Therefore, we had inconsistencies across the process and then those inconsistencies would cause bottlenecks, which would make our work slow.”
- Julie Gibson
Julie Gibson
Director of JellyBeans Plan Management
The Results
Implementing Momentum Systems has significantly enhanced operational clarity and efficiency at JellyBeans Plan Management. The service has empowered staff to confidently tackle new tasks, regardless of prior experience, by providing clear, step-by-step instructions. This ensures tasks are executed accurately and consistently, perfectly aligning with their overarching goal of delivering exceptional service.
If you’re ready to get started with using systems and processes in your organisation and want to fast-track the process, then contact us today to find out more information on getting started.
The Momentum Systems team looks forward to hearing from you.
“The Momentum Systems Service has made it incredibly easy for our staff members to perform a new task without any prior experience in that particular task. The service has provided us with simple step-by-step instructions, ensuring that tasks are performed accurately and consistently every time. And we are now confident that we can consistently deliver accurate and timely services for our clients and our customers, and that is our ultimate goal moving forward.”