Process consulting for small and mid-sized businesses

I fix your business processes and turn them into step-by-step guides your team follows.

A business process is how your team gets a recurring job done: onboarding a new hire, paying an invoice, closing the books. But business processes can break, which leads to lost money, regulatory risk, or know-how that walks out the door when someone leaves. I fix broken processes and turn each one into an interactive guide your team follows step by step, so the improved way becomes how the work actually gets done, not a document nobody opens. Fixed price, about two weeks, fully remote.

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Fixed-price. No surprises. 20+ years experience Works offline or in your browser

This is the deliverable: an interactive guide to one of your processes. Your team clicks through each step, with who does what, the how-to, and the sign-off in one file. Nothing to install, and nothing for IT to approve. Open a live demo →

How it works

One broken process, fixed and made easy to follow, in three steps.

Fix the process

I map how the work really happens, find what is slowing you down, and redesign one critical process into a clean, sensible flow.

Build the interactive guide

I turn that fixed process into a Process Animation: an interactive guide your team clicks through step by step, with who does what, the how-to, and the sign-off built in.

Keep it current

Your team actually uses it, and you own the file, so you can update it as the process changes. If you would rather I keep it current, I can quote that separately. Either way, it never rots back into a stale document.

Every critical step is signed off as it happens.

The person who does a step attests to it, with their name and the date, right in the playbook. That builds a running record of who did what and when. If you are ever audited, or need to show a client or an insurer that a step was actually done, the evidence is already there. You are not reconstructing it from inboxes and screenshots months later.

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Sound familiar?

If any of this is your week, we should talk.

The 3-day-idle new hire

Your new hire sits around for three days because no one can find, or agree on, the onboarding steps. Ramp-up stalls before it starts.

The PDF nobody opens

Your auditor wants proof that people actually follow the process. What you have is a document buried in a shared drive that nobody has opened since 2023.

Knowledge that walks out the door

Every time someone quits, their way of doing things leaves with them. The next person starts from scratch and reinvents the same mistakes.

I right-size the solution to the problem.

Two decades of this work has been inside companies of every size, from global operations down to teams of a few dozen, across energy and clean energy, insurance, apparel, professional services, manufacturing, and environmental engineering. The controls and documentation a multinational needs are more than a 40-person company can maintain, so I scale the solution to fit how your team actually works.

Click through a live demo

Let's fix the one process that is costing you the most.

Book a free 20-minute diagnostic call. You tell me which process is costing you time or money, and I tell you honestly whether I can help and what it would cost.

Book a free 20-min call See a live demo

Fixed-price. No surprises. Fully remote.