Discover how JellyBeans Plan Management resolved system inefficiencies and training challenges, achieving consistency and faster service delivery with the help of Momentum Systems.
JellyBeans Plan Management provides support to NDIS participants in managing their funding 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
“We had a very positive experience with Your Business Momentum. They made it super easy for us to first define what our essential systems were and then we had a process to record those systems. So the Your Business Momentum team would then take those recordings away and they would work their magic and create the most beautiful, easy to understand instructions that anyone in our team can follow.”
JellyBeans Plan Management had existing processes in their Trainual account, but there was noticeable inconsistency in how these processes were documented and followed by the team. Recognising this issue, the Your Business Momentum team conducted a comprehensive review of these processes.
Julie, the business owner, sought to document further processes and systemise the business to pursue growth opportunities. With the business
experiencing significant growth, Julie aimed to build consistency in delivering accurate and timely services to their clients.
Here’s what the Momentum Systems team undertook:
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.
If you’re ready to get started with using systems and processes in your business and want to fast-track the process, then book a call today to find out more information on getting started.
The YBM Momentum Systems team looks forward to hearing from you.
Free up your time and ensure consistency across your business by documenting your key business processes. Get the hands-on support, step-by-step training, and proven tools you need to build a systems-driven business.
Our team of systems experts can assist you in mapping out and documenting the critical systems for your business within a span of just 90 days. This service is ideally suited for:
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