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 PROCESS DOCUMENTATION

Process helps create efficiencies that stop revenue leakage by systematizing the predictable, allowing teams and individuals to focus on being exceptional.

 
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We help companies create a sustainable solution to capture and update their processes. Our approach is to give you as much help as you need and want. We can guide you through strategies to create and update the processes on your own, we can take it from concept to completion, or we can find a right fit somewhere in the middle.

 
 
 
 
 
 
 
 
 

If you and your teams…

  • are stuck with inefficient, ineffective, and just plain ignored processes.

  • need documented processes to consistently run jobs from start to finish.

  • are rowing in different directions, using different processes, which are not delivering the expected level of customer service you promise to your clients

  • have specific workflow issues (such as change orders not being completed or vetted properly, steps skipped when processing submittals and RFI’s, are causing frustration, schedule delays, and money.

 
 
 

It’s time you stopped the frustration for yourself, your team, and customers by putting an end to costly mistakes, fee erosion, and/or unhappy clients.

 
 
 

RESOURCES

Download the 7 Secrets to Help You follow through with process creation. These tips will increase process effectiveness.

 

SOFTWARE

Share your company Wisdom using Your Company Playbook. Simple software to share your process with the office and field.

 
 
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We create sustainable solutions by documenting and updating processes as they evolve over time.

 
 
  • Onboarding

  • Human Resources

  • Training

  • Marketing

  • Finance

  • Full Job Life Cycle

  • Business Development

  • Estimating

  • Operations

  • Safety

  • Project Accounting

  • Change Management