Sean and Vicki from LightSide Financial Planning foster a culture of continual improvement and wanted to elevate their existing processes, streamline core data to create a system to capture meaningful business MI.

After identifying key areas for improvement, they partnered with Jigsaw Tree to redesign their business processes, optimise their use of intelliflo office (io), and implement BOSS – a framework built on the principles of EOS which focuses on six core areas: Mission, Data, Process, Execution, People, and Issues, all with the goal of enhancing operational efficiency and scaling the business effectively.

And so, their transformation journey began…