Why document processes before automating?

Automating a poorly defined process only makes chaos happen faster. You need to understand and clearly document how something works before automating it. This avoids costly mistakes and ensures automation actually adds value.

What does process documentation include?

It includes visual flowcharts, description of each step, responsible parties, estimated times, decision points, exceptions, and special cases. The goal is for anyone to understand and execute the process following the documentation.

How long does it take to document my company's processes?

It depends on the number and complexity of processes. A typical process can be documented in 1-2 weeks including interviews, mapping, and validation. The usual approach is to start with the most critical processes or those consuming the most time.

Services

Process Documentation

You can't improve or automate what you don't understand. I help you map and document your business workflows to have clear processes, facilitate onboarding, and create a solid foundation before any automation or improvement.

The invisible knowledge

In many companies, processes only exist in people's heads. "That's how we've always done it" or "ask Maria, she knows." When someone goes on vacation or leaves the company, chaos ensues.

Without clear documentation, everyone does things their own way, avoidable mistakes are made, and onboarding new employees is slow and chaotic.

My approach

I work with your team to map how your processes actually work, not how you think they work. I document each step, responsible parties, times, and decision points in a visual and understandable way.

The result: clear procedure manuals that anyone can follow, identification of bottlenecks, and a solid foundation for automating or improving processes in the future.

What you'll achieve

Clear processes

Visual and understandable documentation of how each workflow operates in your company.

Foundation for automation

Solid groundwork before digitizing or automating. Avoid automating inefficient processes.

Easy onboarding

New employees learn faster with clear manuals. Less dependency on key people.

Identify improvements

Visualize bottlenecks, unnecessary steps, and obvious optimization opportunities.

Standardization

Everyone executes the process the same way. Fewer errors, more consistent results.

Preserved knowledge

Your company's know-how documented and protected. Not dependent on people's memory.

How I work

Process identification

We define which processes to document based on criticality and impact. We prioritize those consuming the most time, generating the most errors, or depending on key people. We plan the work order.

Current state mapping

Interviews with people executing the processes. Direct observation of the work. Capture of every step, decision, exception, and process variant as it works today.

Documentation and diagrams

I create visual flowcharts and detailed procedure manuals. I include responsible parties, times, tools used, special cases, and critical quality points.

Validation and improvement

Review with the team to validate the documentation is correct. We identify obvious improvement opportunities together. We establish a system to keep documentation updated.

Common use cases

Sales process

From initial lead to closing and invoicing. Documents every funnel step, who's involved, what tools are used, and qualification criteria.

Order management

From order reception to customer delivery. Maps all steps, necessary approvals, stock management, and customer communication.

Employee onboarding

Everything that must happen from contract signing to full productivity. Complete checklist of training, access, and introductions.

Incident management

How technical or service problems are logged, prioritized, assigned, and resolved. Escalation levels and expected response times.

Need to document your processes?

Let's talk about your current workflows and how we can map them to have clear and improvable processes.

Let's talk

Process Documentation

The invisible knowledge

My approach

What you'll achieve

Clear processes

Foundation for automation

Easy onboarding

Identify improvements

Standardization

Preserved knowledge

How I work

Process identification

Current state mapping

Documentation and diagrams

Validation and improvement

Common use cases

Sales process

Order management

Employee onboarding

Incident management

Need to document your processes?

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