Workflow Process

Books on shelf.

Improve Your Operations Quickly With Documentation

Are things running smoothly in your organization? Success Trek’s Process, Procedure, and Training Documentation service uncovers the hiccups, gaps, and roadblocks that often bog down operations and productivity.

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Why Consistency Matters

In business operations, consistency builds trust, improves satisfaction, and allows you to deliver services efficiently and profitably. The goal is to standardize operations without unnecessary complexity or rigidity.

New Business Struggles

Starting a business is an exciting adventure filled with many ups and downs. Often, the most overwhelming and frustrating aspect is the paperwork with starting a business. Many new business owners have the same questions. Read about how Success Trek helped a business owner with these and other New Business Struggles.

Training Materials: Why Subject Matter Experts Matter

How can you onboard new employees quickly, optimize efficiency, and support knowledge transfer and retention? By creating Training Materials that include mapping workflows, documenting job tasks, and detailing work instructions.

A crucial partner to this process is the Subject Matter Expert (SME). As the name implies, they know the tasks needed to do a job and how to get them done.

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Process Documentation

Who does what when? Whether it’s a short-term project, organizing workflow across departments, or streamlining operations throughout an entire organization, documenting who, what, when, and how can increase your success dramatically.
Documenting how people work can improve your Business Operation by creating teachable and repeatable processes so that you can onboard new employees quickly, optimize efficiency, and support knowledge transfer and retention. Read how our work with a client allowed them to meet deadlines, create efficiencies, improve communication, and more.

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The Talent Selection Process

Turnover of key players is inevitable. Developing a succession plan before – not after losing a critical team member will reduce the successor selection process, gaps in productivity and leadership, and maintain your organization’s momentum.

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The Need for Documented Processes and Procedures

COVID-19 has impacted every facet of our lives. The effects on the workforce has revealed a definite need for process and procedure documentation as roles change and businesses adapt. As workers exit due to furlough, home demands or retirement, the lack of documented processes and procedures can further stress a business.

Are you experiencing absent team member stress?

Absent team members put stress on the rest of the team forcing management to figure out who must absorb the extra workload. US businesses lose up to $300 billion yearly as a result of workplace stress. Read how our work with a client reduced their stress during a team member’s unexpected and extended absence

Mistakes

Five Steps to Better Workflow

A missed deadline, an overlooked milestone, or a lost order can derail not only your workflow but add to your anxiety and stress. Whether it started fine or was a crapshoot from the very start, what can help reduce the anxiety and stress? Getting everyone on the same page with a documented workflow.

Knowledge Transfer

Knowledge Transfer to Close the Gap

As some of the oldest Baby Boomers reach the traditional age of retirement, companies are faced with the potential loss of knowledge and skills. Transferring Boomer knowledge to a younger workforce does not come without challenges.

Complimentary Conversation

Discover how Success Trek can be your partner as you navigate toward Improved Business Strategies, Empowered Leaders & Teams, and Strengthened Workflow Processes. We are here to be your sounding board and discuss any workplace situation where you might need an outside perspective. It all starts with a 30-minute Complimentary Conversation.

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