6 June 2023

Business Process Documentation

Business process documentation solidifies all components in your workflows. It allows you to track, understand, and analyze processes so they can be replicated.

Documentation encourages knowledge sharing. Employees will better understand the steps involved in any given process. Plus it is easier to onboard new people into a role, or change the owner of a process.

Documentation also powers the creation of reusable and editable templates. 

Documentation is also a step in Business Process Optimization and Automation, as part of an audit.

Simple: intuitive and easy-to-use. 

Central: easily accessible storage and management, including sharing. 

Mapped: flow charts and process documents to know where it is and where you are. 

Evergreen: rarely should anything be created from scratch. 

  • increase productivity 
  • create a single source of truth
  • preserve knowledge 
  • increase transparency 
  • create consistent results 
  • build a collaborative and strategic culture 
  • increase business resilience 
  • Team Documentation 
  • Reference Documentation 
  • Project Documentation
  • Process Documentation

Business Process Optimization (BPO)

By analyzing processes and workflows we can identify gaps, bottlenecks, redundancies, and points of confusion. These are all opportunities to make your process easier and more efficient!

We start with an audit of your processes and operations through surveys, interviews, and analysis. Then we create a business process model. From there we can begin to create new workflows and materials. Finally, change management and coaching to help team members learn the new process. 

  • increase productivity 
  • create a single source of truth
  • preserve knowledge 
  • increase transparency 
  • create consistent results 
  • build a collaborative and strategic culture 
  • increase business resilience 
  • save time and money
  • highlight repetitive operations 
  • accelerate decision-making 
  • detect potential solutions 
  • streamline your processes 
  • create evergreen templates 
  • Project Team 
  • Internal Stakeholders 
  • External Stakeholders 
  • Materials and Resources (yes, we consider them as important as people for this work) 

Business Process Automation (BPA)

Have you ever wondered, “if I do this, then can it do that?” Today, with all the low-code and no-code tools and AI, it’s possible apply business process automation to almost anything. 

Get this: An website form submission can trigger an entry into Hubspot, which then adds the user to an email lists on Mailchimp, where they are added to an automated drip sequence of 3 emails over 2 weeks. And you won’t have to do a thing! 

Automations • APIs • Integrations • AI 

  • We start with an audit of your processes and operations.
  • Define the automation roadmap and workflows
  • Set up the tech stack and build new workflows.
  • Change management and training on new systems.
  • Ongoing support, coaching, training, and troubleshooting.
  • save time and money
  • to “trigger” a series of events 
  • decrease repetitive tasks 
  • streamline your processes 
  • accelerate your workflows 
  • Sales 
  • HR 
  • Marketing 
  • Finance 
  • Operations

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