We document, optimize and implement your processes.
At Business Success Consulting Group, we guide you through a structured and effective process to ensure your business operations are fully documented, optimized, and implemented. Our approach consists of six key phases:
Initial Strategy Session:
Our journey begins with clarity. In this session, you will gain a clear view of your current processes, the main gaps slowing you down, and the opportunities to improve.
We will share case studies, walk you through our proven process, and define practical measurements of success. At the end, you will understand the expected outcomes, what the deliverables will be, and how working together can give you the desired freedom.
Design:
A clear plan keeps projects on track and teams accountable.
The result of this phase is a customized roadmap that lays out priorities, responsibilities, and milestones, providing a structured path to follow and ensuring the project moves forward successfully. This roadmap will be referred to and updated throughout the project, so we can track progress together.
We map workflows across every department, establish the right documentation system, and prioritize the order of documentation. Timelines are set, and process owners are assigned, so accountability is built in from the start.
Documentation:
The result is a comprehensive playbook stored in a centralized platform that becomes your company’s single source of truth.
Our expert consultants capture existing workflows and best practices through focused sessions with your team. When gaps exist, we develop new processes to ensure nothing is left undocumented. Our experienced technical writers then create or refine step-by-step procedures, checklists, visuals, videos, and scripts. Drafts are reviewed with your team to ensure accuracy and alignment with your company’s voice.
The outcome is clear, well-documented processes that equip your team to perform with confidence and consistency.
Optimization:
Optimization is about removing what slows you down and unlocking what can move you forward. This step results in streamlined workflows that eliminate waste, free leadership time, and make your business scalable.
As we document, we uncover bottlenecks, inefficiencies, and underused technology. At the same time, we highlight opportunities for automation, smarter processes, and business improvements. We refine existing procedures, create new ones where needed, and test changes to ensure they deliver measurable results.
Implementation:
Many companies create process manuals that end up collecting dust. This phase ensures that does not happen. It focuses on real implementation and daily adoption so your documented processes become part of how your business actually runs.
The result is company-wide adoption where processes become part of daily routines, performance is visible, and accountability is built in.
We roll out your documented processes using our proven eight-step method. Our team leads the rollout, trains managers and staff, and embeds each procedure into daily operations. We set an adoption schedule, define responsibilities, and put simple checks in place so everyone follows the standards. You finish this phase with a trained team, live procedures in use, and clear metrics that measure results.
Maintenance:
This phase is about ongoing support to keep your systems working smoothly long after implementation. Even the best processes lose effectiveness over time if they’re not reviewed and updated. We don’t set everything up and walk away. We stay involved to make sure your systems keep delivering results as your company grows.
You gain stable operations for the long term without constantly worrying about things slipping through the cracks. We conduct regular reviews, coaching sessions, and timely updates to keep your processes current and effective. This gives you peace of mind and the freedom to focus on growth while knowing your operational foundation remains strong.
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Process Documentation Resources
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Businesses simply can’t survive without workable systems and well-documented processes. That’s why our team of experienced professionals takes care of it for you. -
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We have helped hundreds of businesses scale and grow using this method.
FAQs
Here are the most common questions that we are asked and the answers. You are welcome to ask any additional questions here.
To get started, schedule a free 30-minute process assessment session. During this session, we’ll assess your current documentation, discuss your goals, and identify the key areas to focus on. This will help us tailor a process assessment that meets your specific needs and determine if we’re a good fit to work together.
We understand our clients are busy, so we keep the preparation minimal. Just show up ready to work and answer questions. If you have any existing documentation or ideas on what you want to document, feel free to share them with us, but extensive preparation is not required.
We ask for a commitment of 90 minutes each week for meetings. Additionally, reviewing the work we’ve done between meetings might take about an hour. Overall, expect to invest approximately 2.5 hours per week.
We’ll work closely with the process owner or subject matter expert for each area we document. Depending on the department, we may involve various team members to ensure all necessary information is captured and processes are standardized.
The length of the project typically ranges from 6 to 12 months, depending on the size of your company and the scope of documentation required. Each department usually takes between 1 to 3 months to document.
We have an 8-step methodology designed to roll out processes across your organization and ensure they are consistently followed. We work with your team to integrate these processes into daily management and build a process-driven culture.
We provide a thorough weekly report detailing the processes documented and any questions or input we need from you. This ensures you are always up-to-date on the project’s progress.
Success is measured by how well the documented processes are followed and utilized in your day-to-day operations. At the beginning of the project, we’ll define specific success metrics based on your goals, such as reducing dependency on key individuals or improving onboarding efficiency.
Upon completion, we provide detailed instructions on how to maintain and update your procedures. We also offer ongoing support to help you keep your processes current and effective.
We’ll coach you on setting up a process champion within your team who will be responsible for keeping the processes updated. We’ll also provide a checklist and guidance on regular process reviews and updates.
Yes, we absolutely do. Our approach goes beyond documentation—we actively work to optimize your processes. First, we capture and document your current process state. From there, we identify any gaps or inefficiencies and provide clear recommendations for improvement. Our team will help you implement these enhancements, ensuring each process runs at peak efficiency. This comprehensive approach not only makes your processes easier to follow but also drives measurable results for your business.
The cost of the project depends on its size and complexity, ranging from $7,500 to $75,000. The final price is determined by the number of processes documented and the size of your company. We will be happy to give you a specific quote, book a free consultation here.
The best time to start is now, especially if you’re facing issues like inability to scale, lack of documented processes, or impending changes such as a key employee leaving or selling the business. Delaying could exacerbate these challenges.
Yes, it’s crucial to document your core processes now. The software is a tool to implement the processes, so understanding and documenting the core processes beforehand will ensure a smoother transition when you switch software.
Most likely, you do have processes, even if they’re not documented. We’ll help you identify and document these processes by asking the right questions and guiding you through the process creation.
Change is inevitable, and we’re experts in managing and optimizing processes during periods of change. Documenting processes is essential for evaluating and improving them over time.
That’s great! We’ll use any existing documentation, review it, and bring it up to standard. We ensure all your processes are consistent and aligned with the new documentation.
We recommend using a process documentation software that serves as a single source of truth. It should be easy to access, update, and organize, with capabilities for uploading videos, audio, and screenshots. If you’re already using a platform, we can work with it if it meets these criteria.
Have you tried to document your processes and get them followed by all without success? We will finally get it done for you.