Process & Procedure Optimization
Your team knows something is wrong. Handoffs get dropped. Work gets redone. Simple tasks take too long. The problem isn’t your people—it’s the process. I help organizations find what’s broken and fix it.
The Problem with Broken Processes
When workflows don’t work, the symptoms show up everywhere:
- Projects take longer than they should
- Quality is inconsistent—some outputs are great, others miss the mark
- Teams create workarounds instead of following standard approaches
- Knowledge lives in people’s heads, not in documented procedures
- New hires take months to get up to speed
- Finger-pointing replaces accountability
The cost isn’t just inefficiency. It’s frustrated employees, unhappy customers, and opportunities missed because your team is too busy fighting fires to pursue growth.
What Process Optimization Actually Looks Like
I don’t hand you a 200-page report and walk away. Process optimization is hands-on work that requires understanding how things actually function—not how they’re supposed to function on paper.
Discovery & Analysis
I map current-state processes by talking to the people who do the work—not just managers. This reveals where breakdowns actually happen, not where leadership thinks they happen.
Root Cause Identification
Symptoms are easy to spot. Finding root causes takes experience. Is the problem a missing step? A handoff without clear ownership? A tool that doesn’t fit the workflow? Technology compensating for a process gap?
Redesign & Documentation
New processes need to be clear, practical, and fit your team’s reality. I create workflows people can follow and SOPs that actually get used—not documents that collect dust.
Implementation Support
Process change fails without change management. I help you communicate changes, train teams, address resistance, and adjust based on real-world feedback.
What You Get
- ✓ Current-state process maps identifying bottlenecks and failure points
- ✓ Root cause analysis with prioritized issues
- ✓ Redesigned workflows with clear roles, handoffs, and decision points
- ✓ Standard operating procedures and job aids
- ✓ Implementation roadmap with change management approach
- ✓ Metrics framework to measure improvement
- ✓ Post-implementation review and optimization
Who This Is For
This service fits organizations that:
- Have grown beyond informal processes that used to work
- Experience inconsistent quality or delivery timelines
- Struggle with handoffs between teams or departments
- Need to document tribal knowledge before key people leave
- Are preparing for audits, certifications, or compliance requirements
- Want to reduce waste and improve efficiency without adding headcount
Frequently Asked Questions
How do you get buy-in from teams who are skeptical of process changes?
By involving them from day one. People support what they help create. I work directly with the teams affected—not just their managers—to understand current pain points and co-design solutions. When people see that changes address their real frustrations, resistance drops significantly.
Will this create more bureaucracy?
No. Good process optimization reduces bureaucracy by eliminating unnecessary steps, clarifying decisions, and removing approval bottlenecks. The goal is making work easier, not adding more paperwork.
How do you ensure new processes stick after you leave?
Through documentation, training, and embedding ownership. Every process has a clear owner. SOPs are written for actual use, not compliance. And I focus on transferring knowledge so your team can maintain and improve processes independently.
Can you help with processes that span multiple departments?
Yes—cross-functional processes are often where the biggest problems (and opportunities) exist. I bring stakeholders together, facilitate alignment, and design handoffs that work across organizational boundaries.
What tools do you use for process mapping?
I’m tool-agnostic. Depending on your environment, I might use Visio, Lucidchart, Miro, or even clear written documentation. The tool matters less than the clarity of the output.
Ready to Fix What’s Not Working?
Let’s talk about your situation. We’ll discuss your current challenges, and I’ll give you an honest assessment of whether process optimization is the right approach.