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Genwise

Business Assessment

We start all of our engagements with a proprietary business assessment where we dive deep into your people, processes, and technology to understand your strengths and vulnerabilities holistically. Our business assessment is the foundation for the recommendations we make.

EXCLUSIVE 3-WEEK PROCESS

Boost Your Firm with a Technology Roadmap

Don't wander into the future aimlessly, instead, prepare an action plan to tackle unforeseen challenges and empower your staff to work with more clients, in a shorter time with fewer errors.

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If increasing billable time, reducing bookkeeping hours, and improving your team's productivity are on your mind, then evaluating your technology options should be at the top of your to-do list.

Get Started

Business Assessment

Weekly 90-minute work sessions

Each week we'll work to unpack the complexity of your company and map it onto a visual asset that can be shared with your team or partners. We'll analyze where your company excels and where you can use some improvement.

Secure Data Room

Store your business data in our secure data room to centralize and easily administer key information about your company.

Transformation Roadmap

After evaluating your company, Genwise will compile a Roadmap and work with your stakeholders to architect a path to improve operations with projects, tasks, milestones, and a budget.

Do It Yourself

With your Roadmap in hand, you're ready to institute change across your company. Work at your speed. We'll wait on standby in case you need extra muscle.

Genwise Managed Transformation

Let Genwise handle the nuts and bolts. After assessing your business we're ready to implement new technology, improve your processes, and train your team. We'll plug you into our partner network for any specific needs.

Tech Assessment

Genwise will review and analyze your current technology options; map your existing systems into diagrams to easily teach others and identify areas for improvement; recommend new technology to help your company grow.

Operations Assessment

Genwise will interview your top employees to gain insights into roles, workflows, and headaches; analyze key company operational processes; map processes and make improvement recommendations.

Build Plan

After evaluating your company, Genwise will compile a Build Plan to architect a path to improve operations with projects, tasks, milestones, and a budget.

1-on-1 Training

Once we've finalized your build plan Genwise will train your team on any new technology you've implemented and provide ongoing support to ensure a smooth adoption process.  

Business Assessment

We start all of our engagements with a proprietary business assessment where we dive deep into your company, people, and processes to understand your strengths and vulnerabilities holistically. Our business assessment is the foundation for the recommendations we make.

© 2022 by Genwise. All rights reserved.

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Genwise

Austin, Texas

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hello@genwise.com

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