J29 Immigration Services Inc. is a small business specializing in providing immigration consultancy and services. The company has identified inefficiencies in its client intake process, and client relationship management process which is crucial for gathering initial information and setting the stage for successful client engagements. The goal of this project is to analyze the current client intake process, identify bottlenecks, and propose a streamlined, efficient workflow that enhances client experience and operational efficiency. This project will allow learners to apply their knowledge of small business management, process optimization, and client relationship management in a real-world setting. The team will conduct a thorough analysis, gather data, and develop a set of recommendations for improving the intake process.

- A comprehensive report detailing the current client intake process, including identified inefficiencies and bottlenecks.

- A set of actionable recommendations for streamlining the client intake process, supported by data and best practices.

- A proposed workflow diagram illustrating the optimized client intake process.

- A presentation summarizing the findings and recommendations, to be delivered to J29 Immigration Services' management team.