What We Do
We go beyond the numbers at FreshTrax, our system architecture strategists advance your company to new heights. Our focus is small batch consulting to create value using a collaborative approach and developing unique solutions for your business challenges.
System & Operating Services
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
Generalist
Performance Leader
Growth Champion
Softwares & Tools we Integrate With
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!
CRM Administration & Reporting Services
Understand implications of all decisions. Align business strategy with your current operating structure. Improve resource deployment to generate better returns.
Historical review & forecasting
Manage users, data & security
Data Transparency
Align CRM
Meet Katharine Leonard
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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Years of practice
Average reduction in manual processing time
Investment advisors served directly & indirectly
Over workflows reimagined
Our Prices
$2,500- /MO
Salesforce CRM Administration and Integrations
Comprhensive Reporting and Dashboards
$5,000- /MO
Salesforce CRM Administration and Integrations
Comprehensive Reporting and Dashboards
Data Analysis
Systems Implementation
Custodian Relationship and Support
$10,000- /MO
All Services