Mapping processes

Approach

Before proposing tools, we record how the team works today. We check what each person receives, what they need to do and who gets the result.

How we work

1. We list inputs, owners, statuses, and outputs for each flow.

2. We find duplicate tasks, manual steps and data that gets lost when work changes hands.

3. We define steps the team can follow and review when operations change.

How this connects to your business

We follow a request to see who receives it, who makes decisions and where they record their work. That shows where information gets lost or follow-up is missing. We then define statuses, owners and tasks we can automate.

What to define

We bring information from the website, WhatsApp, email and forms together with CRM records, tickets and tasks. Each request has a status, an owner and an action still to take.

• ✓Which request comes in, through which channel, and with what priority.
• ✓Who responds, what data they need, and when they should escalate.
• ✓Which tasks we can automate and which decisions the team needs to keep.

Expected outcome

The team can check what happened to each request and continue another team's work with less manual data entry.