From Frustrated to Streamlined

Step 1: Consultation: Find the Problem

We start with a Process Improvement Consultation.

We sit down with the owner, key employees and any other key stakeholders, ask questions, and walk through the company's major workflows. We identify where time, money, and effort are being lost.

We discover that the biggest issues aren't actually with the employees, but rather the processes.

For example:

• Project information is stored in several different places.

• Employees aren't sure which forms or documents to use.

• Material requests are handled differently by each project manager.

• New employees learn processes through informal training.

• The owner is frequently pulled into questions that should have clear answers.

The result: The company leaves the consultation with a clear understanding of its biggest process gaps and a prioritized list of opportunities for improvement. They now know what needs to be fixed and where to start.

Step 2: Process Improvement Project: Fix the Workflow

The company decides it wants help implementing the recommendations. We work directly with the team to redesign the highest impact processes.

This could include:

• Mapping the current workflow

• Identifying unnecessary steps and duplications

• Creating standardized workflows

• Developing easy to follow SOPs

• Establishing clear responsibilities and handoffs

• Creating standardized forms and checklists

• Developing simple Key Performance Indicators (KPIs) to track performance

We decide the most costly issue is their material ordering process.

Instead of each project manager handling orders differently, the company now has one standardized process from material request -> approval -> ordering -> delivery -> documentation.

The result is everyone aligning to the same process, one centralized repository system, and fewer opportunities for error. Employees spend less time figuring out what to do, and management has better visibility into what's happening.

Step 3: Full Operational Improvement

The company realizes that improving one process has created a much bigger opportunity. They want to build a more organized and scalable operation that doesn't depend on the owner knowing everything.

Together, we enter a longer-term improvement relationship.

Together we:

• Review and improve multiple business processes

• Build a Standard Operating Procedure library

• Establish standardized training processes

• Develop performance metrics and dashboards

• Identify opportunities to reduce operating costs

• Analyze recurring problems and their root causes

• Improve communication between field and office teams

• Establish continuous improvement processes

• Help leadership prioritize future improvements

We help as much or as little as you would like. We meet your business where it is and help you take the next step when you're ready.