case study Team Autonomy and Operational Efficiency: How Elevo masters its Workflows with Forest Admin Elevo, an HR SaaS, has scaled their operations and the tools used by most of its teams by relying heavily on the Forest Admin platform.
business operations Featured 2025 Trends in Customer Operations As we enter 2025, customer operations stand at a decisive moment. The widespread adoption of AI isn't just changing workflows—it's redefining the possibilities of customer experience delivery. Read more.
customer operations handbook Featured Business Process Outsourcing Benefits & Strategy Why do companies opt for BPO and what should you consider when outsourcing? Let's dive in.
customer operations handbook Featured Backlog and Flow Management: Tiered Support for Better Efficiency Escalation and de-escalation ensure output quality, but they can often create bottlenecks and delay the overall process. Read how to handle it.
customer operations handbook Featured Training and Knowledge Sharing A properly trained team is essential for executing even the most efficient processes. Read how to make your sure your team is properly trained and has access to an efficient knowledge base.
customer operations handbook Featured Operations and their KPIs After you’ve designed your process, set up the right triggers, broken down the work into clear actions, and documented everything, your job isn’t done yet. Now it’s time to focus on monitoring, and Operations have their dedicated KPIs.
customer operations handbook Featured Escalation process: Everything you need to know Escalating a task is about knowing when a task needs to be passed to someone with more expertise, authority or a different skill set. Sometimes, the best way to keep a process running is to call in the right person for the job!
customer operations handbook Getting Work Done: Task Management and Execution Once a process is triggered, it’s time to roll up your sleeves and get to work. Think of it as a step-by-step guide that takes you from start to finish. Each action brings you closer to completing the task, and when all the actions are put together, the process flows seamlessly.
customer operations handbook Featured From Triggers to Tasks: A Guide to Efficient Work Dispatching in Operations Have you ever wondered what makes the most efficient teams tick like clockwork? It all starts with understanding two game-changing concepts: triggers and dispatching.
customer operations handbook Featured Designing and understanding business processes In operations, processes are everywhere—they’re like the backbone that keeps things running smoothly. When you have clear, well-defined processes, everything flows better, with fewer hiccups and less chaos.
customer operations handbook Featured What is Operations Management Read the Customer Operations Handbook: A comprehensive course that covers all the fundamentals of customer ops management in a lightweight way.
