Our Approach
Identify and Assess Key Processes
We begin by collaborating with you to identify the 20% of core processes that drives 80% of your business outcomes—applying the 80/20 rule to prioritize where documentation will have the greatest impact. By focusing on these essential workflows, we help you target and streamline the most influential processes first, addressing any bottlenecks and setting the foundation for long-term efficiency and scalability.
Document Without Disrupting Operations
To ensure minimal interruption to your daily operations, we conduct 60-minute “extraction” sessions with key team members responsible for each process. During these sessions, we observe, record, and note each step in real-time, capturing the process as it’s performed. This allows your team to continue working as usual while we document your workflows accurately and thoroughly.
Create Comprehensive SOPs with Video Support
After gathering insights, we develop step-by-step Standard Operating Procedures (SOPs) for each key process. In addition to the traditional SOP step by step format, we include video or screen recordings (where possible) to provide visual, real-time demonstrations of each process. This combination of written and video documentation makes training, quality assurance, and cross-departmental learning more accessible and effective for your team.
Implement and Train for Long-Term Success
Once documentation is complete, we work closely with your team to implement these SOPs and integrate them into daily operations. We provide hands-on training to ensure team members understand and feel confident in using these resources. For ongoing success, we can also train a designated team member to manage future documentation, so your business can maintain and expand these systems independently.