By now, everyone at JMP should have had a chance to review the 2026 goals and initiatives announced at Kickoff. And while they are all pretty self-explanatory, it’s still helpful to take a deeper dive into each one to see how it affects day-to-day work at JMP. To help you see 
these goals in action, this is the first in a series of Inside JMP articles that take a closer look at each goal and provide updates on progress toward meeting it.
Doing more with less: Improving efficiency at JMP
Let's start with the first goal: Ensure the efficiency of JMP business systems and processes.
If JMP is to meet its financial targets, it is imperative that the company become as efficient as possible, streamlining processes, updating systems, and ensuring that no one’s work is bottlenecked. But most of all, if JMP is running efficiently, time isn’t wasted on unnecessary or redundant tasks.
So just what are folks working on to make life easier at JMP? Business Operations has a few projects to highlight.
“As always, we work with the Digital Operations, Legal, User Enablement, and Data Analytics teams to find ways to improve business processes,” said Business Operations Director Carol Gretz (@CJG). During the first half of 2026, Gretz’s team is focusing on:
- Automating territory assignment for the JMP Store. Since its inception, the territory assignments in the JMP Store have been done manually. “Andy Zhou (@andyzhou) and Antoine Smith (@AntoineSmith) have been working on making the process automatic and hope to have it live in a couple of weeks,” said Gretz. She anticipates it will free up 75% of one staffer’s time, allowing them to focus on other priorities.
- Streamlining restricted party screening. There are many compliance guidelines that JMP must follow to be responsible and proactive when selling our software to unknown entities. An important part of this process is restricted party screening. Up until now, it’s mostly been a manual process, primarily tackled by Senior Associate Business Operations Specialist Mac Crollman. By the end of Q1, many of these steps will be automated, Gretz anticipates freeing up as much as 80% of Crollman’s time, allowing him to focus on other projects.
- Relaxing the number of required contacts for each opportunity. In collaboration with Business Operations, both Sales and Digital Operations are working to reduce the number of contacts needed in Salesforce. Currently, four contact names are required, but soon only the UTOF signatory will be needed to get things started. Once the UTOF has been sent to the designated signatory, Biz Ops will work with the primary contact at the customer site to obtain the remaining information needed. By streamlining this process, which should be in place by the end of Q2, Sales will be freed up to do more selling.
- Reducing the number of emails. Whether it’s called the Easy Button or the Bat Signal, Business Operations aims to make it easier for Sales to request help or clarification directly within Salesforce. Gretz and team are working with CloudGiants to add clickable spots within Salesforce records so that anyone who needs a little help can ask for it immediately and easily, eliminating the need to send individual emails to the Biz Ops team. For Sales, it means not having to leave the record to write an email; for Biz Ops staff, it means they know exactly where and what the issue is without having to decipher emails filled with acronyms, thus reducing the time spent on researching the problem. These insta-help buttons should be rolled out within Q2.
Keep an eye out for future articles detailing what other departments and groups are doing to improve efficiencies. In the meantime, do you have any suggestions on how JMP can be more efficient with its time, resources, and people? Feel free to share your good idea using this form.
