Case Study
We combine Lean Six Sigma methodologies with practical AI solutions to strengthen operations, improve decision.
Case Study
Jamesown Yuma Dispensary
Susan Hwang, CEO, license holder.
Challenges
Failure to pass an AZDHS audit can result in fines for the business and increases the risk of shutdown by the state. Jamestown Dispensary Yuma should have all departments documented in to a standard format.
Goals
Perform SOP gap analysis. Map and draft standard operating procedures for dispensary operations. Adapt for store in Mesa.
Approach
Working with client stakeholders, gathered relevant data and conducted interviews with different project stakeholders to understand the environment. Document standard workflow for Jamestown Center and then adapted the format for BEST Dispensary which included a different Point of Sale system than BEST.
Outcome
Standard operating procedures were reviewed by relevant stakeholders and approved for use. Project was delivered on time with the addition of document storage, version management, and employee review and attestation dashboard. Delivered over 20 manager and employee dispensary operating procedures.
Case Study
Venom Extracts
Phoenix, AZ
Carl Saling, CEO Hollister Cannabis Co.
Jacob Cohen President, co-founder
Challenges
Venom Extracts lacks written procedures for packaging/fulfillment, extraction, oven room, biomass intake, distillation, cartridge filling, and solvent recycling. We were also at the beginning of the COVID19 pandemic where social distancing and masks were not yet standard protocol.
Goals
Observe and document the work flow from biomass intake to packaging/fulfillment in a value stream map. Map the work instructions of each department, draft, publish, and deliver standard operating procedures within the 90 day timeframe allocated to the project.
Approach
The CEO, President, and onsite management team determined which departments would be documented and we developed the sequence of work activities. Over the course of 3 days, Green Worx Consults collaborated onsite with each department lead to capture work instructions, equipment settings, capture photos and videos. At the end of the 3 days, process maps where delivered and approved. The next 6 weeks, we drafted and finalized each SOP. The Venom team reviewed, proposed changes, and approved final drafts.
Outcome
Final SOP’s were delivered 28 days early and within budget. We delivered 6 standard operating procedure manuals that documented the entire production process end to end.
Case Study
Best Dispensary
Susan Hwang, CEO, license holder
Challenges
Failure to pass an AZDHS audit can result in fines for the business and increases the risk of shutdown by the state. Documented standard operating procedures for Best Dispensary Mesa that include a document control process will increase the likelihood Best Dispensary can operate smoothly and consistently.
Goals
Capture process steps and develop standard operating workflow and procedures for Best Dispensary in time for ATO inspection.
Approach
Working with client stakeholders, gathered relevant data and conducted interviews with different project stakeholders to understand the environment. Document standard workflow for Jamestown Center and then adapted the format for BEST Dispensary which included a different Point of Sale system than Jamestown.
Outcome
Standard operating procedures were reviewed by relevant stakeholders and approved for use. Project was delivered on time with the addition of document storage, version management, and employee review and attestation dashboard. Delivered over 20 manager and employee dispensary operating procedures.
Case Study
GMP Collective
The GMP Collective Is A Diverse Ecosystem Of Experts Leading The Cannabis And Hemp Industry With Solutions That Enable Global Market Access
Challenges
The GMP Collective would like to increase automated workflow to make consultant and administrative work less time-consuming. The company also seeks a project management training solution. Provide operations strategy consultation and coaching for business operations manager.
Goals
Provide strategy coaching to business manager and Smartsheet support.
Approach
Structured weekly meetings help to define what are the big rocks that need to move, how does it need to happen, and what tools are required to complete the work.
Outcome
The GMP Collective was able to more quickly redesign and implement the consultant onboarding experience, develop new plans for corporate strategies, and provide leadership support to the CEO. This comment is pinned to a hidden element.
Case Study
Metro Exhibits
Pine Brook, New Jersey
Jennifer Overton, Art Production Manager
Challenges
Metro Exhibits was new to Smartsheet and wanted to scale the use of the tool across their organization. They wanted a flexible, scalable, and collaborative tool that would allow them to easily assign tasks, update statuses, and communicate with their team members and stakeholders. They wanted a tool that would provide them with a clear and comprehensive overview of their project portfolio, as well as the ability to drill down into the details of each project.
Goals
Transform a worksheet-based flow that would allow multiple departments to update the status of project reading back to a single source of truth. Help Metro Exhibits scale the use of Smartsheet to better manage complex and dynamic projects across multiple locations and teams. Approach AZ86 analyzed their existing workflows and processes, and proposed a solution that would optimize their project management performance and experience. AZ86 created customized sheets and views that enabled them to track and monitor their project progress, deadlines, and deliverables.
Outcome
They gained more visibility and control over their project portfolio, as they were able to see the big picture and the details of each project, production location, project manager, and supervisor, and make informed and timely decisions. They improved their efficiency and collaboration, as they were able to easily assign tasks, update statuses, and communicate with their team members and stakeholders.
The az86 advantage
Practical Solutions for Better Business
It’s not just about completing a project, it’s about building a stronger, more efficient future for your business.
REAL WORLD IMCLIENTS, PARTNERS & PROFESSIONAL PEERSPACT
What It’s Like to Work With Jason
Real perspectives from people who have experienced the way Jason approaches complex operations, process improvement, systems, and execution.
Sarah Jonas
Product Designer — FlowKart
Jason brings clarity to complicated operational problems. He sees the issue, understands the root cause, and knows how to turn the solution into action
4.5
David Chen
E-commerce Founder — StyleBay
Jason has a very practical approach to process improvement. He takes time to understand how the team actually works, identifies the friction points, and develops solutions that fit the operation rather than forcing the operation into a template.
4.6
Ava Patel
Brand Manager — NovaHaus
Jason was incredibly easy to work with. He listened carefully, understood what we were trying to accomplish, and brought a level of organization to the project that made everything feel more manageable. He has a great balance of technical knowledge and practical business thinking.
4.3
Melissa Carter
Director of Operations
Jason brought much-needed clarity and structure to our project. He uncovered overlooked issues and turned them into practical next steps, making a real difference throughout the engagement.
4.5
David John
VP, Business Transformation
Jason combines operational experience, process-improvement discipline, and technology knowledge. He brings structure to complex environments while staying focused on practical solutions the team can implement and sustain.
4.7
QUICK ANSWERS
Frequently Asked Questions
Find answers to common questions about my services, partners, and how to get started.
What does an operations consultant do?
An operations consultant finds why a business's processes, systems or projects are not performing and builds practical fixes. That usually means mapping how work really flows, removing friction, setting up tools and documentation, and measuring the results. I do all of this hands-on, from the first conversation through rollout.
How is working with you different from a traditional consulting firm?
You work directly with me, not a junior team. As an independent consultant, I stay close to the problem, the decisions and the execution, with no layers between you and the person doing the work. When a project needs extra depth, I bring in trusted specialist partners.
What if I know something is wrong but cannot find the cause?
That is often where we start. I review how work and information actually move through your operation, find the friction points, and separate root causes from symptoms. Then we decide where a fix will make the biggest practical difference.
Do you only advise, or do you help implement?
I do both. Implementation is a core part of the work, including workflow setup, Smartsheet development, process redesign, documentation, project oversight, training and handoff, so improvements get used instead of sitting in a report.
Do you only work with Smartsheet?
No. Smartsheet is a core specialty, but the goal is always the business outcome. I look at the tools you already use and recommend what fits, instead of treating one platform as the answer to every problem.
How do you measure whether an improvement worked?
We agree on the measures before work begins. Depending on the problem, that might be cycle time, error rates, throughput, workload, visibility, consistency or adoption. We then track results against those measures and adjust where needed.
Can you work with a small or growing business?
Yes. An independent consultant is a good fit for small and growing businesses that want senior operational experience without paying for a large consulting team. We scope the work to the problem, not the other way around.
How much does operations consulting cost?
Operations consulting rates start at $250 per hour. The total cost of an engagement depends on its scope, complexity, required expertise and whether you need strategic guidance, hands-on implementation or both.
For larger or clearly defined projects, a project-based fee may be appropriate. We will discuss your needs, define the scope and agree on the pricing before work begins, so you understand the expected investment before committing.
Which Lean Six Sigma belt is right for me?
The right Lean Six Sigma belt depends on your experience, responsibilities and improvement goals.
- White Belt: Introduces the basic concepts of Lean Six Sigma and process improvement. Ideal for beginners who want to understand the fundamentals.
- Yellow Belt: Builds foundational knowledge and prepares participants to support improvement projects and contribute to team initiatives.
- Green Belt: Suited to professionals who want to lead improvement projects, analyze process data and apply structured problem-solving techniques.
- Blue Belt: May provide additional knowledge or specialized training, depending on the program’s curriculum.
- Black Belt: Designed for experienced practitioners who lead complex improvement initiatives, use advanced analytical methods and drive results across teams or departments.
Lean Six Sigma belt training is offered through Lean6Sigma.academy. If you're unsure which level is right for you, consider your current experience, role and goals to identify the best starting point.
Who are financial planning and life insurance services for?
These services are for individuals and families who want to protect their loved ones, prepare for life’s unexpected events and plan for their financial future. Whether you're starting a family, growing your income, protecting your assets or preparing for retirement, I can help you explore financial planning strategies and life insurance options based on your needs and goals.
I am currently licensed to offer life insurance in Arizona, Connecticut, Florida and New Mexico, with the ability to pursue licensing in additional states as needed. If you need investment advice, I can connect you with an appropriately licensed investment professional.
The goal is to help you understand your options and make informed decisions about protecting your family and preparing for the future.Life-insurance services are currently available in Arizona, Connecticut, Florida, and New Mexico. If you need investment advice, I will connect you with a licensed investment advisor.
How do I know which service is right for me?
Start with the problem you are facing. On a first call we will talk it through and decide whether operations consulting, systems work, training or financial planning is the right path. You do not need to work that out in advance.