Before you automate anything, somebody has to draw how the work actually moves. Not how the handbook says it moves. How it moves on a Tuesday when the person who normally does it is off.
That is what this is.
HOW IT WORKS
A working session with the people who actually run the process, not just the person who owns it on paper
A map of the current state showing every step, decision point, handoff, wait and rework loop
Timings against each step, so you can see where the days go rather than guessing
The failure points marked: where work sits, where it goes back, where two people both think the other one has it
A redesigned future state with the unnecessary steps removed and the handoffs made explicit
A written summary of what changes, who is affected and what has to happen first
WHAT YOU CAN DO WITH IT
The map is the input to everything else. It tells you what to document as an SOP, what to build in your project tool, and what to automate. Automating a broken process just gets you the wrong answer faster.
GOOD PROCESSES TO MAP
Client onboarding. Quote to invoice. Monthly close. Hiring. Content or production pipeline. Support escalation. Anything that goes wrong the same way every time.
WHO THIS IS FOR
Teams of 5 to 50 in service businesses, agencies, SaaS companies, clinics and multi-site operations.
BACKGROUND
MBA with 10 years in business management and operations. ClickUp Certified. ISO Quality Management Systems certified. Lean Six Sigma certified (CSSC). Google Project Management Certificate. Trained in the EOS, Scaling Up and Pinnacle operating systems.
Multi-process packages are quoted at a lower rate per process.