Company Processes

Request:

The company was scaling quickly, and many processes existed only in people’s heads.
New employees spent time guessing how everything worked, while managers had to explain the same things repeatedly.

The client wanted to:

• Describe key processes in a clear and user-friendly format

• Remove dependence on specific individuals for operations

• Ensure transparency and predictability in day-to-day work

What was done:

• Conducted a process diagnostic with the teams

• Identified process owners, roles, and decision points

• Created a unified template for documenting processes

• Described key processes

• Created templates and guidelines for each process

• Held workshops to implement these practices

• Identified a single source where all documented processes would be stored

• Provided recommendations for ongoing process support

Result:

• The team received one clear set of rules

• Fewer repeated questions and explanations

• New employees adapted more quickly

• Everyone involved understood their area of responsibility

• Managers gained a tool for delegation and reduced operational overload

Insights:

• Processes aren’t bureaucracy—they’re convenience and clarity for the team

• When teams help describe processes, they become living tools—not formalities

• Documented processes and clear responsibilities are the foundation for stable growth without chaos