Service Area 08

Operations and Business Process Consulting

Bottlenecks in a finance operation usually come from the company's workflow rather than from accounting. We fix the process at its source.

One contact, a full team

You get a lead specialist and a named backup for this area; other specialists step in from the team when needed.

Let's talk about this service

Our Approach

The bottleneck is usually not the person. It is the flow.

If collections are slipping, the problem is rarely the person chasing them: something has broken in the flow between quote, contract, delivery and invoicing. In the same way, when documents cannot be gathered at month-end, the issue is not discipline but an undefined process.

In our operations consulting work we map the company's finance and back office processes end to end, identify where they jam, and design a flow that can actually be run. The output is not a report; it is a working routine.

A routine independent of individuals

The process is written down, so the way things run does not change when the team does.

Less duplication

The same information stops being re-created in several places.

A structure that scales

The process is designed to grow as the company grows.

What We Usually See

This is where companies usually need this service

Everyone does everything

When roles and responsibilities are not clear, work is either done twice or not at all.

There is no approval mechanism

Spending and discount decisions are made without a defined authority structure.

The company grew, the process did not

A fifty-person business is being run on the habits of a ten-person one.

Scope of Work

What we actually do

Scope is set by your transaction volume and needs. The headings below cover everything we run in this area.

Process analysis

Mapping the current finance and back office flow
Identifying bottlenecks and duplicated work
Analysis of roles, responsibilities and authority
An inventory of systems and tools

Process design

End-to-end workflow design
Approval and authority matrix
Document flow and archiving standards
Control points and a reconciliation rhythm

Implementation

Preparing written process documentation
Handover to and guidance for the in-house team
Support in selecting tools and software
Post-implementation review

Growth support

Operational design for a new branch or a new company
Allocating responsibilities as the team grows
Operational readiness for investor and lending processes

What You Get

The output is concrete.

When we run this area, these are the things that get produced regularly and stay with you:

A current-state analysis and bottleneck report
Target workflow design and authority matrix
Written process documentation
An implementation calendar with assigned responsibilities

How does onboarding work?

FAQ

Questions about this service

The questions we hear most in this area. See the main FAQ for everything else.

All questions

Can we take the consulting only and implement it ourselves?

Yes. Many companies take the process design first and run the implementation with their own team. If you prefer, we stay involved through implementation as well.

How long does this work take?

It depends on the size of the company and the number of processes. A focused piece of work on the finance flow is usually completed within a few weeks; a full operational overhaul takes longer.

Related Areas

Introductory Call

Where do you stand on operations & process consulting?

In the introductory call we map your current workflow and agree what scope makes sense in this area.