Process improvement
We improve business processes in practice: we find where work gets stuck, cut unnecessary steps and put the new workflow into use.
The customer said yes. How does the work get started?
The deal is done, but delivery can’t get started because the details are in the salesperson’s email or memory. Time easily gets lost at points like this.
We go through the work with the people who do it. We look at where they wait, what gets done twice and what information is missing. Then we agree on the new steps and responsibilities and help put them into use. Business process improvement can start with one point like this.
When a step is worth automating, we build that too, see AI and automation. For help with your sales team’s own work, see sales improvement.
Example situation
Customer onboarding waits for missing information and unclear responsibilities.
- Customer starts
- Information and owners missing
- Onboarding waits
Goal
Information, steps and owners are all in one place.
- Customer starts
- Information and owners in place
- Onboarding moves ahead
Familiar signs
- The same information is searched for and typed into several places.
- Work waits because some information or decision is missing.
- Putting reports together takes time away from the actual work.
- Customer onboarding depends on one person's memory.
What we do
Workflow review
We go through one task with the people who do it: where they wait, what gets done twice and what information is missing.
Cutting unnecessary steps
We look for duplicate entries and checks and for steps that are no longer needed, and agree on what to drop.
Responsibilities and information flow
We agree on who handles the next step, what information they need and where to find it.
Customer and employee onboarding
We gather the steps and information for onboarding a customer in one place. The same model makes onboarding new employees clearer too.
Choosing tasks to automate
We pick the recurring tasks worth automating and agree on who checks the result and handles exceptions.
The first step
Let's pick one task that repeats often or gets stuck, and go through how it is done today.
Tell us what's going on