Path 1
I know which process needs work.
If you already have a specific workflow causing delays, repeated work or confusion, start with a Process Modernization Sprint.
Modernize a ProcessSOP & PROCESS MODERNIZATION
SOP & Process Modernization
Capture current methods, remove unnecessary steps and create clearer documentation, prompts, checklists and automation opportunities.
PROCESS IMPROVEMENT
Most process problems are hiding between the steps.
A process can get the job done and still create unnecessary work.
Information gets copied between systems. Approvals sit in inboxes. Staff rely on memory. Different people handle the same task differently. Important knowledge stays with one employee.
We document how the work actually happens, remove avoidable friction, clarify ownership and redesign the process before adding new technology.
- 01
Repeated manual work
The same information gets entered, checked or moved multiple times.
- 02
Unclear ownership
People know the task needs to happen, but responsibility is not clearly assigned.
- 03
Informal handoffs
Work moves through email, chat or verbal instructions without a defined next step.
- 04
Knowledge in people's heads
Important process knowledge depends on specific employees being available.
- 05
Disconnected systems
Staff manually move information between software that does not communicate.
- 06
Inconsistent execution
The process changes depending on who performs it.
WHERE TO START
Start with a process your team repeats.
The best candidates are recurring processes with several steps, people, systems or handoffs.
Good starting points include:
- 01
Lead handling
Capture, qualification, assignment, follow-up and CRM updates.
- 02
Customer onboarding
Forms, documents, approvals, account setup and internal handoffs.
- 03
Employee onboarding
Accounts, equipment, training, documentation and role setup.
- 04
Quoting and estimates
Information gathering, approvals, proposal preparation and follow-up.
- 05
Service delivery
Job intake, scheduling, execution, status updates and completion.
- 06
Approvals
Purchase requests, expenses, contracts, discounts and internal sign-offs.
- 07
Billing and collections
Invoice preparation, approvals, reminders and payment follow-up.
- 08
Customer support
Request intake, routing, escalation, resolution and reporting.
- 09
Recurring reporting
Data collection, spreadsheet work, report preparation and distribution.
OUR PROCESS
How the Process Modernization Sprint works
We start with the process your team uses today. Then we simplify it, document the improved version and identify the steps technology can handle.
- 01
Map the current process
Document what actually happens today, including systems, people, documents, decisions and informal workarounds.
- 02
Find friction and risk
Identify repeated work, delays, unclear ownership, unnecessary approvals, missing information and weak handoffs.
- 03
Design the improved process
Create a clearer sequence with defined roles, inputs, outputs, decision points and exceptions.
- 04
Build the SOP
Turn the revised workflow into clear operating instructions your team can use and maintain.
- 05
Create the supporting tools
Build the checklists, templates, forms, decision rules and approved AI prompts that support the process.
- 06
Identify automation opportunities
Separate the steps people should own from the steps software, integrations or automation can handle.
DELIVERABLES
A working process package your team can use.
The final package depends on the process, but a typical Process Modernization Sprint can include:
- 01
Current-state process map
A clear view of how the work operates today.
- 02
Revised process map
The recommended future workflow after unnecessary steps and handoffs are removed.
- 03
Standard Operating Procedure
Step-by-step operating instructions for the revised process.
- 04
Roles and handoffs
Clear responsibility for each stage of the process.
- 05
Decision rules and exceptions
Guidance for approvals, escalation paths and situations that require judgement.
- 06
Checklists and templates
Reusable tools that make the process easier to follow.
- 07
Approved AI prompts
Structured prompts for tasks where AI can support staff safely and consistently.
- 08
Automation opportunity list
A prioritised backlog of steps that could be automated or integrated.
- 09
Implementation notes
Recommendations for rollout, training, ownership and future process reviews.
AUTOMATION READINESS
Document the process before automating it.
Automating a poorly defined process usually carries the same problems into the new system.
The modernization sprint separates the workflow into three categories:
- People
- Process
- Systems
- Automation
- 01
Keep human
Work that depends on judgement, relationships, approvals or exceptions.
- 02
Standardize
Work that should follow the same instructions, templates or decision rules each time.
- 03
Automate
Repetitive steps that systems can handle reliably through workflows, integrations or software.
You leave with a clearer process today and a practical starting point for future automation.
THE OUTCOME
Make the process easier to run, teach and improve.
- 01
Clear ownership
People know who owns each step and where the work goes next.
- 02
Fewer workarounds
Informal spreadsheets, inboxes and memory-based steps are reduced where practical.
- 03
Better handoffs
Required information moves with the work instead of being chased later.
- 04
More consistent execution
The same process can be followed across employees, teams and locations.
- 05
Faster onboarding
New staff have documented instructions, tools and examples to work from.
- 06
Better automation decisions
You can see which steps should stay human and which steps are candidates for technology.
PRICING
Start with one priority process.
Process Modernization Sprint
From CAD $1,500
A focused engagement to document, simplify and modernize one recurring business process.
Modernize a ProcessA typical sprint can include:
- Process discovery session
- Current-state workflow
- Process improvement recommendations
- Revised workflow
- SOP documentation
- Checklists and templates
- Roles and handoffs
- Automation opportunities
- Final review and handoff
Final pricing depends on process complexity, number of roles, systems involved, available documentation and required deliverables.
Automation development, custom software, third-party software and system integrations are scoped separately.
CHOOSING YOUR FIRST PROCESS
Start where the friction is already visible.
You do not need to document your entire company.
Choose one recurring process where delays, repeated work, unclear ownership or manual coordination already create problems.
A strong first process usually:
- Happens regularly
- Involves several steps or handoffs
- Depends heavily on email, spreadsheets or memory
- Requires the same information repeatedly
- Creates avoidable follow-up
- Depends too heavily on one employee
- Could benefit from better systems or automation
Fix one process. Put it into operation. Then use what works as the model for the next one.
NEXT STEP
Start with the problem you already know.
Path 2
I am not sure where to start.
If several areas of the business need attention, start with the AI Business Efficiency Audit. We will identify the strongest opportunities and recommend what to tackle first.
Start Your AuditFrequently Asked Questions
Do we need an existing SOP?
No. We can document the process from interviews, existing files, forms, emails, system screens and conversations with the people who perform the work.
Can you update an SOP we already have?
Yes. Existing documentation can be reviewed against the way the process actually works today and revised where needed.
Will you automate the process too?
The sprint identifies automation opportunities and defines what should happen before development starts. Automation, integrations or custom software can then be scoped as a separate implementation project.
Do we need new software?
Usually not at the start. We first look at the systems you already use and determine what can be improved through clearer processes, configuration or integration.
Who should be involved?
The best input comes from the people who perform the process, the person responsible for the outcome and anyone who owns an important approval or handoff.
Can this help with employee onboarding?
Yes. Clear SOPs, checklists, templates and decision rules give new employees a practical reference for recurring work.
Can you modernize several processes?
Yes. We recommend starting with one priority workflow and using that engagement to establish the documentation and process framework before expanding.
How long does a sprint take?
Timing depends on the complexity of the process, number of stakeholders and available documentation. The scope and delivery schedule are agreed before the project begins.
What happens after the sprint?
You can implement the revised process internally or have Web Inventix AI help with workflow automation, integrations, system configuration or custom development where needed.