PROCESS MAPPING GUIDES
Process mapping for your department and your industry.
Pick the team you want to understand first. Each guide shows the work we usually find, where it waits, which tasks AI can help with, and the questions we ask. Every project starts with the same one-week map.
Book a demo ↗By department
Sales
Map how your sales team really works, from lead to signed order. See who does each task, how many hours it takes, where deals wait, and which tasks AI can help with.
Read the guide →DepartmentFinance
Map your finance team's work: invoices, payments, collections and month-end close. See the hours each task takes, where work waits for one person, and which tasks AI can help with.
Read the guide →DepartmentOperations
Map how orders, scheduling, shipping and exceptions really move through your operations team. See hours by task, slow hand-offs and the tasks AI can take on, in a week or less.
Read the guide →DepartmentCustomer service
Map how customer requests move through your service team: intake, triage, answers, escalations and follow-up. See where tickets wait and which replies AI can draft.
Read the guide →DepartmentHR and people
Map how your HR team handles hiring, onboarding, payroll changes, leave and employee questions. See the hours, the hand-offs with IT and finance, and which tasks AI can help with.
Read the guide →DepartmentIT
Map how your IT team handles requests, access changes, onboarding, support and vendor work. See where tickets wait, who owns each system, and which tasks AI can take on.
Read the guide →DepartmentMarketing
Map how your marketing team plans campaigns, makes content, hands leads to sales and reports results. See the hours by task, the reviews that slow work down and what AI can draft.
Read the guide →DepartmentProcurement and purchasing
Map how purchase requests, supplier quotes, orders, receiving and supplier onboarding really work. See the approvals that slow buying down and the tasks AI can help with.
Read the guide →By industry
Wholesale distribution
For distributors: map quote-to-order, order entry, pricing, shipping and returns in a week. See where orders wait between sales, inside sales and the warehouse, and which tasks AI can take on.
Read the guide →IndustryManufacturing
For manufacturers: map order entry, scheduling, purchasing, quality paperwork and shipping in a week. See which tasks depend on one person and which office tasks AI can take on.
Read the guide →IndustryInsurance
For insurers, MGAs and agencies: map submission intake, quoting, policy changes, claims hand-offs and renewals in a week. See where files wait and which tasks AI can prepare for a person to decide.
Read the guide →IndustryHealthcare services
For pharmacies, clinics and healthcare service companies: map intake, scheduling, billing, supply and back-office work in a week. See where work waits and which admin tasks AI can help with.
Read the guide →IndustryProfessional services
For agencies, consultancies, accounting and law firms: map client intake, staffing, delivery, time tracking and billing in a week. See which tasks depend on partners and what AI can draft.
Read the guide →IndustryPE-backed companies
For private equity operating partners and portfolio CEOs: map one department in a week, find key-person risk, and see which tasks AI can take on before you plan the value-creation work.
Read the guide →