Work that runs on spreadsheets and forwarded email can usually be moved into a system. The judgment is in the "usually": some of it should be automated, some of it just needs a clear owner, and some of it should stop happening entirely.
how a process actually runs
We start by watching the real thing — not the documentation, which describes how the process ran two reorganizations ago.
the gap between the two is where the wasted hours live.
automate the parts worth automating
Automation is applied where it removes real work or real errors, not wherever it's easiest to bolt on. What stays manual gets an owner and a written procedure instead — cheaper than a fragile automation nobody trusts.
onboarding and offboarding
The two processes every company has and few have written down. Done properly: accounts and devices ready on day one, and properly closed on the last day.
This connects directly to access work — the checklist and the account inventory are two halves of one system.
scoped whole, like everything else
A process change lands on people in more than one department. It's planned with all of them at the table, so the workflow that saves ops an hour doesn't cost finance two.
questions
Which processes are worth automating?
The ones where automation removes real work or real errors. What stays manual gets an owner and a written procedure instead — cheaper than a fragile automation nobody trusts.
What does onboarding and offboarding work look like?
Accounts and devices ready on day one, properly closed on the last day — run as a checklist someone owns, connected to the access inventory.
Do you document how things run today first?
Yes — we watch the real thing, not the documentation. The gap between the two is usually where the errors and the wasted hours live.
the first step
start with a stack review.
Based in Summit, New Jersey — working with teams across the US and Europe, in English, Romanian, Hungarian, and German. From $1,500.
book a stack review