Why "how it works" is never the same as "how it is written down"
Every business we walk into has two processes running at once. There is the one in the
procedure, the induction pack or the quality manual, and there is the one people actually
follow. The gap between them is not laziness. It is usually a series of sensible
workarounds invented by people solving a real problem in the moment, none of which was
ever written back into the procedure.
That gap is where the cost sits. A step that was added to catch one mistake five years
ago is still being done by four people every week. A form is filled in twice because the
office never trusted the field copy. An approval is chased by phone because nobody can
see the queue. None of that appears in the documented process, so none of it gets fixed
by rewriting the documented process.
So the first job in any process improvement engagement is not to design anything. It is
to establish what actually happens, including the parts nobody would put in writing.
Getting the real process out of people's heads
We do that by watching the work and asking the people doing it, in that order. A
workshop with managers produces the idealised version very quickly, and it is worth
having, but on its own it will send you off to solve a problem that does not exist.
The people who need to be in the room are the ones who touch the work:
- the person who starts it, because the quality of everything downstream depends on what
they capture
- the people it passes through, especially anyone who has built their own spreadsheet or
notebook to keep track — that spreadsheet is a symptom worth understanding
- whoever gets blamed when it goes wrong, who usually knows exactly where the process
fails
- the person who signs it off, who can tell you what they are really checking as opposed
to what the form says they check
Management need to be involved, but a process designed only by people who will not run
it daily is the single most common reason a change does not stick. Everyone has watched a
new procedure get announced and then quietly ignored. If the people doing the work help
design it, that does not happen, and the design is better as well.
We map what we find as we go, in front of the people we are talking to, so they can
correct it while it is still cheap to correct. A map nobody has argued with is not
finished.
What we are looking for
Once the current state is on the wall, the same handful of problems tend to be visible
without needing to look hard:
Duplication. The same information entered more than once, usually because two systems
do not talk or because one team does not trust another team's data. It is worth knowing
which of those two it is, because the fix is completely different.
Delay. Work sitting in a queue nobody can see. Most of the elapsed time in a business
process is waiting, not working, and waiting is invisible until you map it.
Unclear ownership. Steps where two people each believe the other is responsible, or
where a job only moves because one specific person happens to notice. Both are fragile in
the same way.
Rework. Anything done twice because it was wrong the first time. Rework is expensive
and it is nearly always caused by a missing check much earlier in the process, not by the
person who had to redo it.
Control gaps. Places where the business believes something is being verified and no
mechanism actually forces it. These are the ones that matter most in construction and
trades, because the evidence has to survive an audit years later.
When the answer is a policy, a role or a conversation
A good number of the problems we find do not need software at all, and we will say so.
If two people believe they own the same approval, the fix is deciding who owns it. If a
step exists because of one incident in 2019 that has since been designed out, the fix is
deleting the step. If work stalls because it is nobody's job to look at the queue on a
Monday, the fix is making it someone's job. Buying a system to manage the confusion just
makes the confusion faster and adds a licence fee.
We are a technology business, so we have an obvious incentive to find a technology
answer. That is exactly why we are explicit about it: if the recommendation is a policy
change, a role change or removing a step, that is what the report will say, and the
engagement can end there.
Measuring whether the redesign worked
A redesigned process that nobody measures is an opinion. Before anything changes we agree
what would count as better and how it will be observed, using numbers the business can
already get: elapsed time from job start to invoice, the proportion of jobs that need
rework, how many approvals are outstanding at the end of a week, how long the month-end
close takes.
Then we take a baseline. That step gets skipped constantly, and without it there is no
way to tell an improvement from a good month. The measure should be one the business will
keep watching after we have gone, which usually means it must be easy to produce. A
metric that requires someone to compile a spreadsheet every Friday will be abandoned
within a quarter.
Taking the recommendation somewhere else
The documents are written to be handed to someone else. That is deliberate, and it is
what makes the advice worth paying for.
Your internal IT team, your existing software vendor, another implementer or your own
staff can pick up the process maps, the redesign and the requirements and act on them
without us. If you would like us to implement it, we can. If you would rather we did not,
nothing about the engagement changes, and the fee does not change either.
Where a client does go elsewhere and the result drifts from what was agreed, we can review
the implementation against the redesigned process and tell you where it diverged. That is
a much smaller piece of work than the redesign itself.