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Step 1

Process Discovery + Mapping

"A problem well stated is a problem half solved."

-Charles Kettering-

When your company needs change, if you move on making changes without understanding your current processes, you're more likely to make mistakes or set broken workflows in stone - making growth even more difficult! Process discovery is finding who does what, when, and where. Process mapping is giving you a visual of that information, making it easier to digest and utilize. We add in the overlooked element of HOW - what software is being used and for what purpose.

Why Process Mapping is Essential

  • Lay the foundation for standard operating procedures

  • Understand which automations and integrations are the most valuable and needed.

  • Identify bottlenecks, redundancies, repeated errors, or recurring delays in your operations.

  • Follow the flow of data! Find where the data goes to make a plan for gathering it together.

  • Breakdown the interactions between teams and see where handoffs are messy or unclear.

  • Measure the software load on teams and individuals. See what software is most valuable in your operations.

Next: Integration Design