Notion for paperwork procedure tracking
Industry
Expat Services like immigration services, paperwork, translation, certifications in Vietnam
Location
Ho Chi Minh City, Then Danang
Tech stack
Notion
Initial situation
All communications and client cases scattered everywhere between a messy and outdated shared Google Spreadsheet, social media groups and conversations, personal files. Impossible to know where is each paper exactly and what is left to do for each client… without searching for conversation histories or opening different tabs to find a document.
Solution provided
Notion. For knowledge, progress tracking and task management.
Results and benefits
A clean, all-in-one place to track each service checklists, client cases. Both clients were able to provide responses to their clients instantly, and stopped wasting time with finding information. In parellele, they both managed to focus more, grow their business and work less in the operations.
Growth perspective
A system implemented with a scalable solution. It meant for them to be more at peace with their procedures, and being able to handle more cases, increase service quality.