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Service Packages

Five practical packages that can be purchased separately or combined into a cleanup project. Each one answers: what do I get if I buy this?

🗂️
Records Cleanup Package

We inventory, index, organize, and clean up physical records, digital files, shared drives, archives, and document systems.

What's Included
  • Records inventory
  • File indexing
  • Shared drive cleanup
  • Folder structure setup
  • Document naming standards
  • Archive organization
  • Scanning coordination
  • Document destruction coordination
Example Deliverables
  • Records inventory spreadsheet
  • Folder structure guide
  • File naming standards document
  • Document index
  • Cleanup summary report
Good Fit For
  • Agencies with disorganized file systems
  • Schools transitioning to digital records
  • Nonprofits with unorganized paper archives
  • Primes with document management requirements
  • Offices preparing for audits or inspections
Contract Names to Look For
  • Records Management Services
  • Records and Information Management
  • Document Management Support
  • File Conversion Services
  • Administrative Support Services
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⚙️
Workflow Cleanup Package

We map processes, document SOPs, identify bottlenecks, and create checklists that help staff follow the same steps every time.

What's Included
  • Process mapping
  • SOP documentation
  • Intake workflow review
  • Approval workflow cleanup
  • Checklist creation
  • Handoff documentation
  • Bottleneck report
Example Deliverables
  • Process flow diagrams
  • SOP documents
  • Staff checklist library
  • Workflow gap report
  • Intake procedure guide
Good Fit For
  • Departments where staff do things differently
  • Organizations preparing for audits or accreditation
  • Teams that onboard new staff frequently
  • Offices with manual or unclear approval processes
Contract Names to Look For
  • Business Process Improvement
  • Administrative Support Services
  • Program Management Support
  • Operations Support Services
  • Process Improvement Support
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📋
Project Admin Support Package

We help managers keep projects organized by tracking deadlines, tasks, documents, meetings, status updates, and deliverables.

What's Included
  • Deliverable tracking
  • Action item logs
  • Meeting notes
  • Status reports
  • Project schedules
  • Risk and issue logs
  • Stakeholder follow-up
Example Deliverables
  • Project tracker spreadsheet
  • Action item log
  • Status report template
  • Formatted meeting notes
  • Risk and issue register
Good Fit For
  • Program managers without dedicated admin support
  • Small teams managing multiple contracts
  • Agencies tracking deliverables across projects
  • Prime contractors needing project documentation
Contract Names to Look For
  • Program Management Support
  • Administrative Support Services
  • PMO Support
  • Contract Management Support
  • Program Administration Support
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📊
Data Cleanup & Reporting Package

We clean up spreadsheets, asset lists, operational data, and reporting templates so teams can trust the information they use.

What's Included
  • Spreadsheet cleanup
  • Duplicate removal
  • Data formatting
  • Asset inventory cleanup
  • Data quality review
  • Reporting templates
  • Dashboard support
Example Deliverables
  • Cleaned data file
  • Data quality report
  • Reporting template
  • Asset inventory spreadsheet
  • Duplicate and error log
Good Fit For
  • Organizations with unreliable spreadsheets
  • Agencies preparing for data migration
  • Teams that need consistent reporting
  • Businesses managing multiple data sources
Contract Names to Look For
  • Data Management Services
  • Reporting and Analytics Support
  • Administrative Support Services
  • Records and Information Management
  • Data Quality and Governance Support
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📝
Digital Forms & Portal Package

We turn paper forms, email requests, and outdated web pages into simple digital forms, trackers, surveys, and dashboards.

What's Included
  • Digital intake forms
  • SharePoint lists
  • Request trackers
  • Survey dashboards
  • Website content updates
  • Accessibility review support
  • Simple admin dashboards
Example Deliverables
  • Digital intake form
  • Request tracker
  • Form instructions guide
  • Admin reference guide
  • Transition summary document
Good Fit For
  • Organizations still using paper or email intake
  • Agencies with outdated online forms
  • Teams that want self-service request systems
  • Nonprofits modernizing intake and reporting
Contract Names to Look For
  • Digital Modernization Services
  • Web Content Management
  • Records Modernization
  • Administrative Support Services
  • Citizen-Facing Technology Support
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Not sure which package fits?

Start with a free discovery conversation. We will look at what you have, identify where the problems are, and recommend a package or combination that makes sense.

Schedule a Free Discovery Call →