Service overview
Disconnected systems and informal processes create duplicate work, inventory errors, delayed billing, weak reporting, and unnecessary risk. We map how work moves through your business, identify breakdowns, and design practical workflows that fit your team and technology. Recommendations are grounded in both operational efficiency and clean financial reporting.
What is included
- Current-state workflow review and process mapping
- Inventory purchasing, receiving, costing, transfers, counts, and adjustment workflows
- Order-to-cash review from lead or sales order through invoicing and collection
- Procure-to-pay review from purchase request through approval, receipt, bill, and payment
- Software selection, configuration, and integration guidance
- QuickBooks, inventory, e-commerce, payroll, and payment-system workflow alignment
- Internal controls, approvals, user roles, and segregation-of-duties recommendations
- Standard operating procedures, checklists, and responsibility matrices
- Exception reporting, KPI, and management-dashboard recommendations
- Implementation roadmap, training, and post-launch stabilization support
Our process
- Discover: interview key users, review systems, and document the current workflow.
- Diagnose: identify bottlenecks, duplicate work, control gaps, and unreliable data points.
- Design: create the improved future-state workflow, roles, controls, and system requirements.
- Implement: configure processes, coordinate systems, document procedures, and train the team.
- Stabilize: monitor exceptions, refine the workflow, and confirm reporting and accountability.
Frequently asked questions
Can you help with inventory?
Yes. Inventory consulting can include item setup, purchasing, receiving, costing, transfers, assemblies, cycle counts, physical counts, adjustments, fulfillment, and reconciliation to the general ledger.
Do you sell or implement software?
We provide independent workflow, selection, configuration, integration, and implementation guidance. The exact role depends on the platforms selected and the project scope.
Can you document our procedures?
Yes. Deliverables can include process maps, written SOPs, checklists, approval matrices, role responsibilities, and training materials.
Can this be a stand-alone project?
Yes. Process consulting may be scoped as a focused assessment, a specific workflow improvement, a system implementation, or an ongoing operational advisory engagement.