Stephan Betz, Ph.D., CCAP

© 2020 Walnut Creek Consulting

Creating an Administrative Agile Team:

New Efficiencies for Small Business and Community Based Organizations

Where do you see your business? The Agile Team approach moves your business to high concern for people - high concern for production.

OVERVIEW

SOLUTION

TIERED ENTERPRISE

WORKING WITH THE AGILE TEAM

OVERVIEW

How can a business meet customer demand with high production when needs are changing and new regulations are introduced every year? Designed to serve people to address all their needs outside of fragmented traditional health care and social services settings, not-for-profit Community Based Organizations (CBOs) and Small Businesses play a critical role in providing direct client services and engaging members of their communities in healthy behaviors.  The expansion of the latest healthcare and social services initiatives however introduced new rules for audits and incentivized audit findings, creating a burden on businesses that hinders effective service delivery. They are:

As a result of these regulatory changes, businesses have incurred added administrative burden and liability for audit findings that push operational responsibility to the frontline worker.  In the current competition-based business model, each business operates as a separate entity without the collaboration for business support that a consortium might provide. Because of limited resources, the operational infrastructure can often be inefficient: risks remain unmanaged, and compliance with federal sentencing guidelines is uncertain. And yet, communities rely upon small businesses to provide federally mandated services.

SOLUTION

A new model for administrative support services combines resources and achieves new economies of scale for the type of expertise required to provide efficiencies that avoid a shut-down, penalties and liability.   Specifically, community-based organizations now have access to flexibly formed, tiered administrative services through an Agile Team of licensed professionals. The team can scale up and down quickly to meet changing demands. It helps businesses to eliminate onboarding of professionals and loss of communication between consultants who do not know of each other’s recommendations. Agile Team services include:

  1. CPA-level accounting compliant with Government Accounting Standards Board rules and United States 2 Code of Federal Regulations 200-230, 
  2. Pooled, cloud-based employee benefit administration by Certified Financial Planners, providing individualized benefits to employees,  
  3. Enterprise Risk Management by certified risk professionals with experience in public entity and corporate liabilities, insurance, audit and compliance, 
  4. Legal guidance by licensed attorneys who specialize in this field of law and related practice; and 
  5. Centralized cloud-based IT solutions that are secure, flexible and cost-efficient. 
  6. Revenue expansion by Certified Revenue Cycle Specialists to maximize reimbursement and secure funding against losses and revenue recovery. 

TIERED ENTERPRISE

An Agile Team providing Administrative Support Services is available to CBOs through Walnut Creek Consulting. Administrative support is structured in tiers to accommodate CBOs’ individual needs:

Tier 1: Full support through the Administrative Agile Team, Third Party Payroll and Benefits Administration. 

Tier 2: Support through the Administrative Agile Team including Benefits Administration, Payroll remains with the CBO. 

Tier 3: Support through the Administrative Agile Team, Benefits Administration and Payroll remain with the CBO.   

Tier 4: Adhoc support for individual projects through the Agile Team. 

WORKING WITH THE AGILE TEAM

CBOs interested in receiving administrative support services will receive a confidential survey to identify their most pressing needs, a no-cost enterprise risk assessment, and timely access to needed services provided by a team of consultants who communicate with each other in a timely manner to keep themselves informed about organizational changes in the CBO they serve. That way the consultants fine tune their recommendations to achieve fully aligned organizational development.

For more information contact Stephan Betz, Ph.C., CCAP at sbetz@walnutcc.org .

A list of team members and a description of their professional expertise is available at https://www.walnutcc.org/contact.html .