How you get it

Our 4-step approach ensures your processes are mapped, optimised, and embedded.

Our 4-step approach

Discover

We start by speaking with the people who actually do the work. Targeted interviews and workshops reveal how things function day to day. This grounded “as-is” view uncovers hidden complexity, surfaces pain points and shapes a clear path for improvement.

Optimise

With the current state mapped, we work with your teams to remove duplication, resolve pain points and streamline decision-making. Together, we co-create a realistic ‘to be’ process that works better for your people and your business – not an abstract ideal.

Document

We translate new ways of working into clear, practical SOPs and online training modules. Written for everyday use, they are aligned with your systems, tools and language – ensuring your people can adopt them quickly, confidently and without ambiguity.

Embed

To make change stick, we create adoption strategies that work in the real world. Through manager briefings, employee updates, Pulse Checks and UAT support, we build understanding, reduce uncertainty and ensure people feel supported at every step.

How we use AI to improve quality and reduce the price

We use a set of practical, proven tools that help us turn conversations, interviews and knowledge into clear, usable processes faster and with greater accuracy. Using AI enables us to remove manual effort, improve quality, reduce turnaround times and give you a better price.

Here’s how AI fits into our workflow:

1. Turning interviews into clean, accurate transcripts

AI tools: Whisper AI · Notion AI

We use Whisper or Notion to produce accurate transcripts of meetings with Subject Matter Experts – far better than Teams or Zoom. Clean transcripts give us richer insights and make process discovery easier.

2. Extracting steps, roles and variations

AI tool: ChatGPT (structured analysis prompts)

We use ChatGPT to pull out:

step-by-step workflows
decisions and handovers
variations and exceptions
who does what
pain points and friction

This creates a clear, structured dataset for us to review and from which we can build process maps.

3. Auto-building the first draft process map

AI tool: Lucidchart AI — Auto-diagram

We paste the structured steps into Lucidchart’s AI Auto-diagram tool, which:

generates the full process map
applies BPMN-style shapes
lays out swim lanes
gives us a visual starting point in seconds

We then refine, correct and validate it with your team.

4. Turning process flows into SOPs

Scribe · Process Street

For procedural tasks, we use Scribe or Process Street to:

capture on-screen steps
document click-by-click behaviour
generate images and instructions instantly
turn system actions into clear SOPs

This cuts documentation time dramatically while keeping accuracy high.

5. Creating training content

AI tools: ChatGPT · Articulate AI

We use these tools to help:

summarise transcripts
pull out responsibilities
shape learning content
turn flows into “how-to” guides

Human review and refinement ensures everything is accurate and easy to use.