PLATFORM & OPERATING SERVICES

Meet Katharine Leonard

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Throughout her career, Katharine has focused on operational strategy and tactical execution. Katharine is passionate about process improvement, and dedicated to finding and implementing efficiencies in all stages of a process. Prior to joining FreshTrax, Katharine spent over ten years working with Financial Services and Technology companies on improving their day-to-day operations and executing on long-term solutions. Katharine started her career in Operations at TD Ameritrade where she found efficiencies through reporting and database enhancements, reducing manual processing by 75%. She then went on to work at TCA powered by E*TRADE where she ran multiple Lean Six Sigma projects including implementing a business process management system for client services and operations, strategizing a technology request platform, building out Salesforce integrations, and creating transparency and visibility using reporting and dashboards.

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10+

Years of practice

50%

Average reduction in manual processing time

500+

Investment advisors served directly & indirectly

250+

Workflows reimagined

Lean Six Sigma Approach

Discovery

• Review company structure
• Assess current systems and quantify inputs and outputs
• Discuss your needs and challenge
• Outline scope and determine consulting structure

Analysis and Strategy

• Process mapping existing workflows
• Identify potential causes
• Hypothesize solutions
• Define communication plan
• Revise and review

Implementation

• Vendor selection and contract negotiation
• Outline future state and test solution
• Create standard operating procedures and train
• Develop implementation plan and launch full solution

Transition

• Generate reports and dashboards to sustain improvements
• Post-launch review
• Determine project success and refine where needed
• Finalize transition and celebrate

Platform Architecture & Operating Efficiencies

Helping business owners realize their true performance potential by developing an unbiased, end-to-end view of the company’s full value chain.

Operating Focused

Early-stage businesses scaling up and “professionalizing” their operations.

Performance Leader

Businesses in all stages needing to focus on operational success through the utilization of reporting and dashboards.

Generalist

Mid-stage growing businesses looking to improve their technology stack and streamline the client experience by creating more efficient processes.

Growth Champion

Businesses that plan to grow rapidly or reshape inorganically – strategic insight and thought partnership for businesses looking for external support.

Salesforce Optimization & Big Data Analytics

Understand implications of all decisions. Align business strategy with your current operating structure. Improve resource deployment to generate better returns.

Historical review & forecasting

Assessment of historical CRM strategy. Develop solution for optimization. Implement streamlined processes. Establish key areas of focus to optimize CRM.

Data Transparency

Establish KPI targets, design advanced reports, dashboards and business process automation. Determine and address operational needs for improvement.

Manage users, data & security

Maintain and customize sales, service, and marketing cloud. Create workflows and processing queues. Make adjustments as needed.

Align CRM

Identify specific business priorities and projects. Optimize and extend use of application. Integrate with 3rd party systems such as data inflows, DocuSign, and billing.

Take Your Platforms Further.