PROCESS CONSULTING AND BESPOKE SOFTWARE FOR BUSINESSES
Process consulting for businesses
We analyse business processes, identify repetitive tasks and define an improvement and digitalisation plan suited to your operation.
Tell us about this process ↗When it makes sense
When a process depends on emails, spreadsheets and knowledge held by one person, it can be difficult to locate delays. Process consulting makes the work visible: steps, participants, required information and decisions. The starting point is to define the problem and priorities with the team.
An illustrative example
A request passes through several people, but the final approval is difficult to find. We can map its journey, identify who decides at each step and define the information it needs. A digital solution is assessed once the process is clear.
What delivery can include
- A map of the current process, participants and information flows.
- Identification of duplication, dependencies and decision points.
- A proposed future process, responsibilities and improvement priorities.
- Requirements and acceptance criteria for assessing a digital solution.
How we work
Understand
We review current work with the team, data and existing tools.
Define
We agree priorities, responsibilities, scope and acceptance criteria.
Validate in stages
We review examples and representative situations with the people involved.
Prepare continuity
We define rollout and the support required for the selected scope.
What we need to understand
Examples of everyday requests, documents and reports; people who perform and approve the work; rules, exceptions and existing tools. Team involvement helps compare the described process with what happens in practice.
Frequently asked questions
Does this require software development?
We start with the process. The review can clarify responsibilities, remove duplication or define requirements. Development is considered when a tool makes sense for the identified improvement.
Can we start with one area?
Yes. We can explore a bounded process such as approvals, report preparation or planning. Scope and priorities are agreed before proceeding.
How is delivery defined?
After understanding the process, we agree deliverables, participants and acceptance criteria. We do not apply the same diagnosis to every business.
Explore related solutions
LET’S TALK
Which process would
you like to improve?
Tell us where your team loses time, where information becomes scattered or what is holding operations back.
The first step is a conversation.
Tell us about the process you would like to improve. We explore how it works today, where the difficulties lie and which tools you already use. Together, we then assess whether a diagnostic review makes sense and agree the next step.
- Understand the challenge
- Identify priorities
- Agree a next step
Or email us directly
geral@pereiralegacy.com ↗