Refining Workflow, LLC

Refining Workflow is a one-person consultancy in Raleigh that takes on project management, business analysis, and process improvement for small organizations. The work usually starts with one specific project and grows from there.

Typical jobs are the ones that pile up inside a busy office: a mailing list that needs consolidating, CRM fields nobody ever structured, a process that has run the same way for years and no longer fits. Clients describe the role as a quarterback who can tell stakeholders what is realistic in the time available.

What to know

• Past projects include capacity planning and benchmarking metrics.
• The consultant has worked as a Product Owner and as a ScrumMaster.
• Writing user stories and technical requirements is part of the service.
• Other work has covered migrating to new tools and upgrading legacy software.
• Eight years of client work sit behind the practice.