Services
Executive operations support and business systems that help your organization work smarter, grow confidently, and stay organized.
From executive operations support to workflow optimization, documentation, and project coordination, I help small businesses and nonprofits build organized, efficient operations.
Executive Operations Support
High-level administrative and operational support for busy leaders.
As your Executive Operations Specialist, I provide dependable operational and administrative support that keeps your business organized, your priorities moving forward, and your day-to-day operations running smoothly.
Services include:
- Email and inbox management
- Calendar coordination and scheduling
- Client and vendor communication
- Document preparation and formatting
- Meeting preparation, agendas, and follow-up
- Travel planning and logistics
- Research and information gathering
- Project coordination and task tracking
Workflow Optimization & Business Sytems
Streamlined workflows, organized systems, and scalable processes.
Growing businesses often outpace their internal systems. I help you build the operational foundation needed to scale with confidence. From workflow mapping to digital file organization, I bring clarity and structure to your operations.
Services include:
- Workflow optimization and process mapping
- Standard Operating Procedure (SOP) development
- Operational process audits
- Digital file structure design and organization (OneDrive, Google Drive, SharePoint)
- Naming conventions and document standards
- Client onboarding systems
- Audit-ready document cleanup
- Internal procedures and training materials
- Vendor and systems evaluation
CRM Organization & Business Systems
Organized CRM systems that improve efficiency, accuracy, and business operations.
Your CRM should support your business—not slow it down. I help organize customer records, standardize data, improve consistency, and build systems that make information easier to manage, maintain, and use every day.
Services include:
- CRM cleanup and organization
- Record standarization
- Duplicate record review
- Custom fields and data organization
- Workflow documentation
- Process improvement recommendations
- Data consistency and quality review
- Business systems organization
- Ongoing CRM maintenance support
Project Coordination
Organized project coordination that keeps initiatives on track, deadlines met, and teams aligned.
Whether you’re launching a new initiative or managing ongoing projects, I provide structured coordination that keeps work moving forward. From planning and scheduling to communication and documentation, I help ensure projects stay organized from start to finish.
Services include:
- Project planning and coordination
- Timeline and milestone tracking
- Meeting agendas and follow -up
- Stakeholder communication
- Task management and accountability
- Project documentation
- Cross-functional coordination
- Status reporting
- Process implementation support
Document Design & Compliance Support
Professional, organized documentation that supports communication, consistency, and compliance.
Accurate, consistent documentation is essential for smooth operations. I create polished, branded materials that support compliance, communication, and decision-making across your organization.
Services include:
- Policy and procedure documentation
- Compliance-ready business communications
- Business planning and strategy documents
- Annual reports and porgram booklets (including bios)
- Executive summaries and board packets
- Meeting packets, agendas, and minutes
- Financial reporting support (non-accounting; formatting + organization only)
- Audit preparation and file organization
- Branded templates and document formatting
How We Work Together
Consult
I take time to understand your goals, workflow, and operational challenges.
Recommend
I recommend the services and support that best fit your business.
Implement
I create organized systems, documentation, and workflows tailored to your needs.
Support
I provide ongoing communication and dependable support to keep your operations running smoothly.
Ready to Streamline Your Operations and Reclaim Your Time?
Let’s discuss how DeVaney Solutions can support your business goals.