The situation
Renew Dental had a clear vision for how the practice should run — detailed ideas about training, structure, and day-to-day operations. What they didn't have was the time to build it out and keep it organized: with a growing team and a schedule full of patients, there wasn't room to also be the one documenting processes, training new hires by hand, and keeping every system straight.
Training lived in people's heads and in scattered files across Google Drive — useful, but hard to hand off consistently. The practice's day-to-day tools had grown right along with the team, without a shared system for managing access to them.
None of this was a gap in vision. It was a gap in ownership — someone needed to take Renew's ideas and actually run with them, so the team could stay focused on patients.
What we found
Brik's discovery confirmed what Renew already sensed: this was a clinically strong, well-run practice with a genuinely clear vision for its own growth — detailed ideas about training, structure, and how the team should operate. What was missing wasn't direction, it was ownership.
Training and SOPs existed in pieces but weren't centralized or easy to hand off. Access to the practice's day-to-day tools wasn't managed in one place. The pieces were there; they needed someone to organize them into systems and keep them running.
The path forward was clear: turn Renew's vision into documented, centralized systems — training, security, day-to-day operations — so the team could stay focused on patients. That became Phase 01.
What we built
Phase 01 turned Renew's vision into documented, centralized systems the team could actually run on — and then consolidated those systems onto a single platform.
When Dr. Gray found Connecteam as a better way to track day-to-day tasks, it turned out to be the natural home for everything already built. Because the training curriculum, the organized SOPs, and the onboarding and day-to-day task structures already existed, moving them in was a seamless transition — no rebuilding from scratch, just relocating what already worked into a single system.
What we delivered
- A full onboarding curriculum — courses for every department, from a Welcome course through role-specific training for clinical, admin, and leadership, so new hires train against a real system instead of relying on someone experienced to walk them through it in person.
- A centralized password vault — the whole practice moved onto 1Password, with a dedicated leadership vault for sensitive access, so nobody has to track logins by memory.
- A cleaned-up Google Drive — SOPs and files reorganized into a system the team can actually navigate.
- Consolidated communication into Connecteam — what had grown into 60 scattered Slack channels was rebuilt as 17 clearly organized chat channels, each tagged using the same keyword system as the training content and knowledge base. Retiring Slack as a separate tool cut cost and cut the confusion of hunting through dozens of channels for the right conversation.
- Everything running from one platform — Renew now runs training, SOPs, communication, onboarding, and daily task management from a single system instead of several.
The results
Onboarding moved from relying on one person’s time and memory to a self-serve curriculum — new hires can now work through training on their own from day one, with a clear documented path from their first day forward instead of onboarding depending on who happened to be free to train them.
What changed
- New hires work through training on their own from day one, instead of being walked through it in person.
- Every new hire has a clear, documented path from their first day forward.
- Access to the practice's tools is centrally managed instead of tracked informally, with a clear system for who has what.
- 60 scattered communication channels consolidated to 17 clearly organized ones, while retiring a separate messaging tool entirely — a direct, countable cut in both cost and day-to-day confusion.
- With the foundation in place, Renew has been able to take on new practice technology this year — including an AI phone system and AI-assisted diagnostic tools — without those additions creating extra strain, because there is now a system to document and train on them.
Still running
The systems Brik built keep working without anyone having to think about them.
In place today
- Connecteam runs training, SOPs, onboarding, communication, and day-to-day tasks from one place. What used to be spread across three or four different tools — including 60 scattered Slack channels — now lives in a single system with 17 clearly tagged channels the team already trusts.
- One tagging system ties it together. Chat channels, training content, and the knowledge base all use the same keyword structure, so finding one thing points you straight to the rest.
- 1Password quietly manages access for the whole practice's tool stack in the background.
- New-hire paperwork assembles itself inside Connecteam — forms pre-filled and ready the moment someone is hired, instead of put together by hand each time.
What they're on now
Renew has moved from stabilizing the foundation into adopting next-generation practice technology, with deeper workflow automation and reporting next in line.
