Optimizing a business process requires more effort than simply purchasing software and working with it.
It requires taking a critical look at an organization’s operations and minimizing the resources required to get things done.

Every organization relies on repetitive or time consuming tasks to accomplish its ‘big picture’ goals.

These should be fundamental, unchangeable aspects of the process. To identify key components, ask yourself these questions:

  • What is the goal or desired outcome of this process?
  • When does the process begin and end?
  • What activities move the process forward?
  • What departments and/or employees are involved?
  • What information is being transferred between steps?


  • How much paper is used in this process?
  • How many copies of the same document are made?
  • How many man hours are required to complete the process?
  • Of those hours, how many are spent doing redundant or extraneous work?
  • Where does the process stall and why?
  • When do errors occur?


Repeat unnecessary tasks, and workflow stalls. Repeat successful tactics, and business flourishes. Once you’ve separated the essential from the non-essential in your business process, it’s time to apply a solution. But if this is your first experience overhauling a document-based process, you might feel daunted by the possibilities. You could even worry that you’ll make more mistakes if you alter the process than if you just leave it alone.

I will be happy to assist you Rethinking and Automating these tasks.
Please use the contact form to reach out to me.