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Case Study:

Firefly Partners

Helping a mission-driven digital agency navigate leadership transition, preserve operational knowledge, and hire the right person to keep their systems thriving.

Duration

6 months

Service Type

Advisory Partnership

Team Size

15-person team

The goal

What Firefly Partners needed most.

Maintain essential operations during leadership changes.

Maintain essential operations during leadership changes.

Refine and document internal business processes

Refine and document internal business processes

Hire and train a new Business Operations Manager

Hire and train a new Business Operations Manager

A key operations transition risked disrupting workflows and losing vital institutional knowledge.

Areas of impact

Where WeConsult created the most change. We blend strategic planning with hands-on implementation to make sure every system we introduce actually sticks.

Seamless continuity during Director of Operations transition

Seamless continuity during Director of Operations transition

Reduced key-person risk with detailed documentation

Reduced key-person risk with detailed documentation

Comprehensive audit of existing processes

Comprehensive audit of existing processes

Comprehensive audit of existing processes

Comprehensive audit of existing processes

Optimized systems and workflows for enhanced efficiency and productivity.

Optimized systems and workflows for enhanced efficiency and productivity.

Hired and trained a full-time Business Operations Manager

Hired and trained a full-time Business Operations Manager

Keeping operations moving

Supporting a fast transition without losing momentum.

When Firefly’s longtime Director of Operations announced their departure, Melanie stepped in to absorb years of institutional knowledge and keep the agency running smoothly.

Key responsibilities maintained:

Key responsibilities maintained:

Managed renewals for taxes, insurance, and benefits

Managed renewals for taxes, insurance, and benefits

Managed renewals for taxes, insurance, and benefits

Oversaw budgets, purchase requests, and revenue tracking

Oversaw budgets, purchase requests, and revenue tracking

Oversaw budgets, purchase requests, and revenue tracking

Supported hiring and onboarding

Supported hiring and onboarding

Supported hiring and onboarding

Guided accounting assistant and financial functions

Guided accounting assistant and financial functions

Guided accounting assistant and financial functions

Administered benefits and annual renewals

Administered benefits and annual renewals

Administered benefits and annual renewals

Firefly’s leadership was able to stay focused on client delivery while Melanie Ops ensured every operational detail continued seamlessly.

Creating clarity through process

Organizing information and reducing key-person risk.
With client work in full swing, Firefly needed better documentation and infrastructure to support growth.

WeConsult downloaded, organized, and documented all critical operational processes across finance, HR, and administration.

The result:

Faster onboarding for new operations roles

Faster onboarding for new operations roles

A central knowledge base for business processes

A central knowledge base for business processes

Clear cross-training documentation

Clear cross-training documentation

Increased agency value through stronger systems

Increased agency value through stronger systems

Finding and training the right fit

Hiring and empowering a new Business Operations Manager.
Once the foundation was set, the next step was finding the perfect person to carry it forward.

Melanie led the entire hiring process, from writing the job description to screening, interviewing, and onboarding.

Within one month, Firefly hired a stellar Business Operations Manager passionate about the non-profit industry.

The new hire was trained directly by Melanie and key Firefly leaders to ensure long-term success.

Within one month, Firefly hired a stellar Business Operations Manager passionate about the non-profit industry.

The new hire was trained directly by Melanie and key Firefly leaders to ensure long-term success.

The results

The results

Sustainable systems and smooth leadership transition.

Sustainable systems and smooth leadership transition.

With clear documentation, seamless continuity, and a successful new hire, Firefly Partners gained stability during a critical transition, ensuring operations stayed consistent and the business kept moving forward with confidence.

With clear documentation, seamless continuity, and a successful new hire, Firefly Partners gained stability during a critical transition, ensuring operations stayed consistent and the business kept moving forward with confidence.

100%

business continuity during transition

100%

business continuity during transition

100%

business continuity during transition

1 MONTH

to hire and train a new Operations Manager

1 MONTH

to hire and train a new Operations Manager

1 MONTH

to hire and train a new Operations Manager

UNIFIED

documentation and process library

UNIFIED

documentation and process library

UNIFIED

documentation and process library

REDUCED

key-person risk across operations

REDUCED

key-person risk across operations

REDUCED

key-person risk across operations

Before & After

From uncertainty to stability during transition.

Before

Knowledge tied to one person

Disruption risk during change

Low process visibility

After

Documented operations

Seamless leadership handoff

Strong new manager onboarded

Client feedback

In their own words.

Melanie came to Firefly in a critical time during a few staff transitions and literally saved us. She was extremely efficient, thorough, and was always extremely pleasant and professional in a very stressful time. She dove into our messy systems and was able to pick up the pieces and hold things together until we found, hired, and trained a full time person to take over all the items she had been holding together. I don’t know what we would have done without her!.

Jennifer Frazier

President

Melanie came to Firefly in a critical time during a few staff transitions and literally saved us. She was extremely efficient, thorough, and was always extremely pleasant and professional in a very stressful time. She dove into our messy systems and was able to pick up the pieces and hold things together until we found, hired, and trained a full time person to take over all the items she had been holding together. I don’t know what we would have done without her!.

Jennifer Frazier

President

Growing an agency shouldn’t feel so hard

Getting out of the weeds starts with stronger systems.
If you’re ready for smoother days, let’s talk.

Getting out of the weeds starts with stronger systems. If you’re ready for smoother days, let’s talk.

Helping agencies grow smarter, work smoother, and thrive with confidence through strategic operations and systems design.

The trusted ops partner for growing agencies

© 2026 WeConsult. All rights reserved.

weconsult

Helping agencies grow smarter, work smoother, and thrive with confidence through strategic operations and systems design.

The trusted ops partner for growing agencies

© 2026 WeConsult. All rights reserved.

Helping agencies grow smarter, work smoother, and thrive with confidence through strategic operations and systems design.

The trusted ops partner for growing agencies

© 2026 WeConsult. All rights reserved.

weconsult

Helping agencies grow smarter, work smoother, and thrive with confidence through strategic operations and systems design.

The trusted ops partner for growing agencies

© 2026 WeConsult. All rights reserved.