Process reviewAudit & Analysis

Business process review and improvement plan

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Payment protectionDetails
  • Revisions within the package are free.
  • If you do not respond within 3 days of delivery, the work is accepted automatically.
Order · $39

The money is reserved when you pay and released only once you accept the work.

Business process review and improvement plan

Example result

Example for the Standard package

Process review: order-to-delivery at a custom furniture workshop

Current process map (order intake → production)

  1. Customer sends an inquiry via website form, phone or Instagram DM
  2. Owner (Dan) replies personally, often 1–3 days later
  3. Dan measures on site, sketches by hand, photographs the sketch
  4. Quote typed in a Word template, emailed as PDF
  5. Customer pays 50% deposit by bank transfer; Dan checks the bank app manually
  6. Sketch and notes handed to the shop lead on paper
  7. Shop lead orders wood by phone; adds job to the whiteboard

Bottlenecks and losses

ProblemWhereImpact
All inquiries go through one personSteps 1–2~20% of inquiries never get a reply; slow first response
Paper handoff to the shopStep 63 rework cases last quarter due to lost or misread dimensions
Deposit checked by handStep 5Jobs start late; once a job started without a deposit
Whiteboard is the only scheduleStep 7Delivery dates promised without seeing the load

Improved process

  1. All channels lead to one shared inbox; office manager replies within 4 working hours with a booking link for measurement
  2. Measurements entered into a job card (shared spreadsheet or simple CRM): dimensions, wood, finish, photos
  3. Quote generated from a price sheet with standard options; Dan approves only non-standard items
  4. Office manager confirms the deposit and marks the job card "Ready for production"
  5. Shop lead takes jobs only from the "Ready" column; materials ordered from the card
  6. Delivery date given only after the job is placed on the shared schedule

Simple metrics to track

  • First response time — target: under 4 working hours
  • Inquiry → paid deposit conversion — current estimate 25%, target 35%
  • Rework cases per month — target: 0–1
  • On-time delivery — target: 90%

Step-by-step plan

  1. Week 1: set up a shared inbox and a job card template
  2. Week 2: build a price sheet with the 12 most common options
  3. Week 3: move the whiteboard to a shared schedule; train the shop lead
  4. Week 4: review the first 10 orders against the new metrics

Client: Oak & Pine Studio, a 9-person workshop making custom tables and shelving. Processes reviewed: order intake, production scheduling, delivery and installation.

The client and all details are made up.

About this service

Describe in your own words how a process runs today: who does what, in which tools, where things get stuck and what you would like to change. We map the current process step by step, find bottlenecks, double work and handoffs where tasks get lost, and show how the process could run instead. You get simple metrics to track and a step-by-step plan; putting the changes in place and setting up tools stays with your team.

What is included

  • What you getA written report on the order page: the current process as numbered steps with roles, a table of bottlenecks and losses, the improved process, simple metrics to track and a step-by-step improvement plan; in Premium the plan is laid out over 90 days. Tables come as text you can copy into your own documents.
  • Current process mapSteps, roles and tools as they are now
  • Bottlenecks and lossesDelays, double work and lost handoffs
  • Improved processHow the same work could run more smoothly
  • Simple metricsWhat to measure to see progress
  • Step-by-step planWho changes what, in which order
  • 90-day planIn Premium: changes laid out week by week

How it works

  1. 1
    BriefYou describe the process and what is not working
  2. 2
    AnalysisWe map the process and find the weak points
  3. 3
    DeliveryYou get the report and the improvement plan
  4. 4
    RevisionsWe refine the plan within your package

What we need from you

A description of the process in your own words (who does what and in which tools), what is not working, the size of the team, and optionally screenshots of task boards or tables.

We will ask you:

  • Which process should we review?
  • Who takes part, and what does each person do?
  • Which tools do you use for this work?
  • What is not working or takes too long?
  • How big is the team?

Compare packages

BasicOne process$19StandardUp to 3 processes$39PremiumUp to 6 processes, metrics and a 90-day plan$79
Deadline1 day2 days4 days
Revisions123
Processes1up to 3up to 6
Metrics to trackup to 3up to 6up to 10
Improvement planStep by stepStep by step90 days, week by week
OrderOrderOrder

Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
How it works →

Questions and answers

Will you set up our tools or change our systems?

No. We deliver the analysis and the plan as text. Your team or your contractors put the changes in place.

How do you know how our team really works?

Only from your description and screenshots. The more concrete steps, times and examples you give, the more specific the plan.

Can I send documents or spreadsheets?

The order form takes pictures only. Attach up to 3 screenshots or paste the text into the brief, with personal data hidden.

Will this increase our profit?

We cannot promise financial results. The plan shows where time and effort are lost and what to change first; the outcome depends on how it is applied.

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Order · $39· ~15 min