Process Mapping & SOP Development
Document critical workflows so your team stops reinventing the wheel
Overview
Document critical business workflows and operational procedures your team will actually use. Each process includes visual process mapping (swimlane or flowchart), written SOP document with decision trees, template library for future documentation, and team training on adoption and maintenance. Complexity tiers ensure you pay for what you need—simple linear processes vs. complex multi-branch workflows. Choose single process or multi-process packages for better value. Note: For compliance-specific IT policies and audit-ready SOPs (HIPAA, SOC 2, CMMC), see Compliance Documentation Prep.
What you'll get
- Visual process map (swimlane or flowchart format)
- Written standard operating procedure (SOP) document
- Decision trees for common variations and exceptions
- SOP template library for future documentation
- Team training session on using and maintaining SOPs
- 30-day post-delivery support for refinements
Ideal for
- Teams with tribal knowledge that needs documentation
- Businesses preparing for growth or key employee departures
- Companies with high turnover or inconsistent execution
Frequently Asked Questions
How do you determine if my process is simple, standard, or complex?
Simple: Linear flow, few steps, one department. Standard: Some branching, multiple steps, light cross-functional work. Complex: Heavy branching logic, many stakeholders, system integrations, exception handling. During discovery, we'll assess your process and recommend the right tier.
How do you choose which processes to document?
We work with you to identify the highest-impact processes—typically those with the most pain, dependencies on key people, or risk if done incorrectly. Common choices include customer onboarding, project handoffs, month-end close, or critical IT procedures.
Can you document technical IT processes or just business processes?
Both. We document business workflows (sales, onboarding, project management) and general operational procedures (server patching, backup verification, incident response). However, if you need SOPs specifically for compliance audits (HIPAA, SOC 2, CMMC), use our Compliance Documentation Prep service instead—those SOPs are aligned to audit framework requirements.
Who needs to be involved from our team?
The person who currently owns the process (the expert) and ideally a manager or stakeholder who approves the final documentation. We'll interview the expert, observe the workflow, then draft the documentation for review.
Ready to get started?
Book a free discovery call to discuss your needs, or request a detailed quote.