Case Study: Key Departures

The Challenge: Key Administrative Staff members left during merger

The client was in the process of a merger when an administrative assistant retired and the financial assistant resigned. D.M. Watson Consulting was able to provide temporary bookkeeping and administrative assistance to aid the merger process and also help develop the administrative structure for the additional office location the merge created. I streamlined processes in reception, vendor management, filing and records, inventory control, and access control. I trained the new financial assistant and updated that position’s operation manual. I also provided recommendations for hiring additional administrative staff, including a hiring timeline.

The Outcome: The merger was completed with no break in administrative functions. A new financial assistant was hired and trained. The client was equipped with a viable plan to help reduce future administrative staff turnover.