At LW&H Workflow Strategies, we understand that adopting new technologies can be stressful. Our mission is to alleviate that stress by taking the time to truly understand your unique challenges and goals. This ensures we provide the right support to make your technology adoption seamless and stress-free, enabling data-driven decisions that foster growth. We also recognize the critical importance of comprehensive process documentation. Our team maps out your current workflows and turns them into easy-to-follow, digitally documented processes that focus on: • Responsiveness: Ensuring your systems and processes deliver information swiftly. • Repeatability: Guaranteeing consistent outcomes for repeated activities. • Reliability: Building trustworthy systems and processes for accurate, consistent reporting. With the systems we implement, we empower our B2B, professional services, and nonprofit clients to streamline, organize, and scale successfully. At LW&H, our team's unique skills and extensive background enable us to anticipate technology needs and blend technology with human behavior, resulting in impactful business process automation.

I oversee Paradigm’s Workflow division to ensuring the systems we implement empower our clients to organize, streamline and scale efficiently to achieve their business growth goals. At Paradigm, we believe in strategy first. We start with the end in mind so that the platforms we build turn data into answers and improve business process automation. It is my job to anticipate technology needs and blend those needs with human behavior resulting in impactful business process automation.

This is a business venture I am THRILLED to be a part of. My husband, T. David Sergent, and I opened this business to share his amazing art and books. If you know of any great art shows please let us know!You can see his work on our site at: www.losaarts.com

-Created workflows for the various areas of the organization so that they could utilize technology to automate tasks whenever possible. -Updated and Customized CRM system to better fit the needs of Volunteer Management, Donor Management, Program Development, Grants Submissions and more. -Updated and Customized Google Non-Profit Apps for efficient use throughout the organization.-Increased social media presence.-Evaluated other technological services and made changes to reduce cost and improve efficiency.-Attended various business networks to increase awareness of the various programs offered.

To assist businesses of all sizes as their adviser in the design, implementation, or modification of their employee's benefit structure.

I work with small to mid-size to large corporations, as their adviser to assist them in the design, implementation, or modification of their current benefit structure.

I was hired to develop a financial services division of the company. My role was to implement 401k Plans and individual planning services to the employees of their current Group Benefit base. Unfortunately, the business model did not work out with their current set up. Instead I worked with a great team on the Group Medical Benefits Division.

Managed the Employee Benefits and Property & Casualty divisions.

Worked with mostly individual entrepreneurs with Individual and Employee Benefit planning.

I was the key contact for South American and Mexican offsite locations to ensure quick and accurate customer service resolutions. I also worked with the Global VP of Operations to create and analyze sales reports to identify opportunities for the sales field.

Worked with top producers to help them allocate their client’s investments into the proper financial products, including mutual funds and other estate and retirement planning tools.Managed the client’s paperwork to ensure it was processed in a timely manner. Managed External Wholesaler’s calendar to make sure he met with top producers in the region.

Write/coordinate the creation of case studies for completed projects.Obtain samples for Agency archive.Develop, nurture and maintain client relationships.Expand client relationships beyond "normal" day-to-day contacts.Review trade journals, newspapers, magazines and web-sites specific to client's industry to be aware of and stay abreast of marketing mix functions (integrated marketing, direct marketing, promotional marketing, etc.) and the objectives, strategies and tactics utilized.