Business Services

Scale your growth, not your costs.

Operational resilience

Scale Your Business

Grow without increasing costs, workloads, or headcount.

Using analysis, know-how, and technology, we document, optimize, automate, and transform your processes and produto scale your business.

We work to understand the complexities you face, then co-build carefully designed, structured, and documented processes and procedures.

Business Process Documentation, Optimization, and Automation is appropriate for organizations of any size. We’ve worked with startups, SMB’s, and Fortune 50s.

We love the details

Our Business Services

Business Process Documentation, Optimization, and Automation

Every task. Every Workflow.

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 powers the creation of reusable and editable templates. Save time on proposals, slide decks, and other frequently used materials.

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

Our Philosophy

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.

The Benefits of Documentation

increase productivity
create a single source of truth
preserve knowledge
increase transparency
create consistent results
build a collaborative and strategic culture
increase business resilience

Main Types of Documentation

Team Documentation
Reference Documentation
Project Documentation
Process Documentation

be efficient, fast, and repeatable

Business Process Optimization (BPO)

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

How BPO works… 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.

The Benefits of Documentation

increase productivity
create a single source of truth
preserve knowledge
increase transparency
create consistent results
build a collaborative and strategic culture
increase business resilience

What Optimization Is Used For

People Involved

Project Team
Internal Stakeholders
External Stakeholders
Materials and Resources (yes, we consider them as important as people for this work)

Faster, Easier, and cost effective

Business Process Automation (BPA)

Have you ever wondered, “if it does 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

Our Process

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.

Benefits of Automation

save time and money
to “trigger” a series of events
decrease repetitive tasks
streamline your processes
accelerate your workflows

Apply It To

Sales
HR
Marketing
Finance
Operations

What They Say

Business documentation is critical to running your business. When I started in business, I didn’t know what I didn’t know. As a result, I spent day after day grinding away in the office. When I eventually hired my first person, I needed an expert because I didn’t have standard processes for doing the position and had to rely on their pre-existing skillsets. When you hire experts, you pay expert prices and often run into challenges with keeping them motivated.

…documentation provides an important baseline for continuous improvement. Once documented it can be reviewed by management, alongside the company member who is responsible for the process. Points of improvement can then be identified. (Say, for example, in the form of automation, streamlining the process, etc).

Process documentations are filled with so much detail that it makes you aware of what techniques suit your business or not.”

You can identify some really valuable opportunities for process improvement. So many of the processes we do day-to-day popped up out of some old history, staying with our organization because of habit and reflex. Documenting your processes forces you to train a careful eye at each process. At each step, you ask: is this step still necessary and is there a way to combine, automate, off-load or further improve this step.

Process documentation is critical for any business that wants to scale and is always a priority in my businesses. I pay particular attention to the creation of standard operating procedures (SOPs). While it’s not a good decision to create your SOPs too early, creating them should always be on your mind as you do tasks. This will allow you to systemize it to improve productivity.

We outsource pretty regularly… business documentation enables us to streamline our work.

Our Favorite Tools

We build and support an automation-first mindset with easy-to-use tools that cover forms, marketing, documentation, collaborative workspaces, internal communications, project management, databases, and more.

Let's Get Started

Contact Us

Tell us about yourself and what you need help with. We’ll get back to you right away.

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