Business Workflow Optimization

What this service is

Redesign of back-office processes (AP, AR, expense, month-end, docs) to remove friction, reduce errors, and speed up close.

Who it’s for

Operators who feel the drag from manual steps, unclear ownership, or tool sprawl.

What we do

• Current-state mapping: swimlanes, handoffs, bottlenecks, risks.

• Future-state design: role clarity (RACI), SLAs, and exception paths.

• Tooling & automation: rules in QBO/Xero, Ramp policies, bill pay, intake forms, templates.

• Controls: approvals, segregation, audit trail, and retention.

• Pilot & roll-out: training, checklists, and measurement of time saved.

Package notes (what scales up)

Multi-entity, job costing/inventory, advanced approvals, and cross-dept PMO.

Output & delivery

• Before/after maps and a 90-day roadmap

• SOPs, checklists, and quick videos

• KPI starter set (cycle time, error rate, on-time tasks)

What we need from you

• Process owners, samples (bills, invoices, reports), and tool access.

Timeline

4–8 weeks depending on scope.

Pricing drivers

Process count/complexity, integrations, training depth, and PMO intensity.

Quality & security

Change logs, least-privilege access, and WISP-aligned practices.

Popular add-ons

General Ledger Cleanup • Close Acceleration • Policy & Controls Tune-Up