We build MODERN, DIGITAL workspaces

For knowledge sharing, project management, and team collaboration

Empower your team to work more efficiently and effectively

Our custom digital workspaces integrate modern technology to maximize your organization’s operational efficiency, scalability and sustainability while fostering teamwork, accountability and collaboration!

CREATE A SINGLE SOURCE OF TRUTH

Create and centralize handbooks, wiki’s, notes, tasks, standard operating procedures, training videos and checklists to give your team the knowledge they need to get work done from anywhere.

ACCELERATE PROJECTS & OBJECTIVES

Customizable project management tools ensure your work moves forward and deadlines are met with Kanban boards, Gantt charts, tables, lists, and more. Easily implement and track KPI’s, OKR’s and goals throughout your organization.

PROMOTE A CULTURE OF OPEN TEAMWORK

Company-wide transparency of roles, objectives and tasks ensures everyone sees the big picture. This creates synergy between departments and promotes personal responsibility and teamwork. 

STREAMLINE INTERNAL COMMUNICATIONS

Say goodbye to siloed meeting notes and emails. Centralized internal communication ensures your team is always up to date. Start a conversation anywhere in the workspace so comments show up where they are relevant. 

Why Choose Birch And Oak?

I have a passion for the synergy of teamwork, operational efficiency and knowledge management. I’ve coined these “The Big 3 of Back-Office” and spent the last 20 years studying how and why they are so closely interwoven.

The irony is that the term “back-office” is widely considered the part of a company that does not produce revenue. But I believe you can have the greatest product or service in the world, and without each of The Big 3 working in tandem, there is no sustainable revenue. Ever.

My unwavering passion for improvement (with a degree of stubbornness) has kept me studying, implementing and testing countless systems, processes and strategies over the last two decades. Some homeruns. Some strikeouts. More importantly, a homerun in one of The Big 3 did not always correlate to positive results in the other two. Inevitably, I’ve gained some valuable experience along the way!

Now I’m grateful to apply this experience helping other small businesses who are truly ready to accelerate their objectives and create positive, sustainable change. If you fall into this category, I am confident we can help take your business to the next level, effectively working as an extension of your team. Learn more on our ABOUT page.

~Brian

Testimonials

OUR 3-STEP PROCESS

Like everything else in businesses, implementing a new business operating system in an organization has… a process. My method is quite simple, actually. After conducting a brief audit of your team, processes and current technology, we can move along fairly quickly. 

STEP 1

Collect Existing Documentation

The journey begins by collecting existing documentation. Examples Include: Contacts, Passwords, Process Documentation, Supporting Files & Data, Checklists, Training Videos, Goals & Objectives, Tasks, Projects, KPI’s, Knowledge-Based Emails, Handwritten Notes, Manuals, etc. etc.

STEP 2

Build Your Custom Workspace

After we’ve gathered your documentation, I’ll start building your customized workspace. I’ll organize everything in a way that makes sense for you, while maintaining high standards of KM best practices. Then I’ll create individualized dashboards for people and/or departments to allow for easy collaboration.

STEP 3

Rollout, Training & Handoff

Our final step is rollout. I’ll set user permissions to make sure your data is secure, yet available to everyone who needs it. I’ll conduct training as needed plus make sure your team knows how to add additional documentation. This ensures your new KM system continues to be a useful and living document.

STEP 1

Collect Existing Documentation
The journey begins by collecting existing documentation. Examples Include: Contacts, Passwords, Process Documentation, Supporting Files & Data, Checklists, Training Videos, Goals & Objectives, Tasks, Projects, KPI's, Knowledge-Based Emails, Handwritten Notes, Manuals, etc. etc.

STEP 2

Build Your Custom Workspace
After we've gathered your documentation, I'll start building your customized workspace. I'll organize everything in a way that makes sense for you, while maintaining high standards of KM best practices. Then I'll create individualized dashboards for people and/or departments to allow for easy collaboration.

STEP 3

Rollout, Training & Handoff
Our final step is rollout. I'll set user permissions to make sure your data is secure, yet available to everyone who needs it. I'll conduct training as needed plus make sure your team knows how to add additional documentation. This ensures your new KM system continues to be a useful and living document.

The symptoms associated with poorly-executed. . . 

KNOWLEDGE MANAGEMENT

The heart of a solid digital workspace is Knowledge Management (KM). If you’re wondering if KM is an area needing attention in your organization, here’s some of the common problems associated with letting information (and people) run amuck. 

If some of these little devils strike a chord, I’m confident that your team can benefit greatly from rolling out a KM System!

WHO WE WORK WITH

POSITIVE CHANGE ADVOCATES

I love what I do, so I’ll talk to anyone truly ready to make positive and sustainable changes in their organization. Let’s make it happen!

BUSINESSES < 200 PEOPLE

I like getting my hands dirty and adding value right away.  I find I can more effectively lead positive change initiatives in businesses with fewer than 200 employees. 

DEPARTMENTS < 100 PEOPLE

For isolated improvement projects, I sometimes work with decision makers of departments < 100 employees within companies > 200.

START-UPS IN ANY STAGE

Regardless of the industry you’re in, I’d love the opportunity to help get you started on the right foot while saving you time, money and headaches!

Ready to get started? Book A Session!