Are you considering hiring a process improvement consultant to help streamline your business and increase productivity?
My name is David Craig White, and I specialise in helping startups and small businesses with sales and marketing process improvement.
Whether you’re a startup or small business, there are always several processes you need or already have in place – but keeping on top of them is a challenge.
In my experience, most businesses are great at learning to use new software and build new processes but not great at optimising them for the future.
And when your business begins to grow and processes need to be updated, optimised and automated, this is typically when a process improvement consultant can help.
What is a process improvement consultant?
A process improvement consultant is an external advisor who can help you create and optimise automated workflows and processes.
When I am hired as a business process improvement consultant, my objective is to add structure and productivity to your business.
And the ultimate objective is to increase revenue or cut costs by automating processes.
As a business improvement consultant, I can help you create and optimise various sales and marketing processes that are built to scale with you.
It’s my job to take a birds-eye view of your business, structure, people and processes and come up with a recommendation for process improvement.
I can also provide hands-on assistance with implementing the changes in various modern software solutions such as Hubspot, Salesforce, Octopus and many others.
Why hire a process improvement consultant?
I have seen disastrous systems and processes that destroyed culture, and I have seen plenty that heavily reduced a company’s ability to grow.
And they all have one thing in common.
They were implemented by amateurs, and amateurs were allowed to try and fix them.
If you have broken business processes that make no sense and cause frustration among your customers or employees, you need help.
And if you are in the midst of or are planning to grow your business, the sooner, the better.
As a business improvement consultant, I can see things you and your employees cannot because I look at your business with no blinkers.
I will be able to professionally build, automate and document new and efficient business processes that work and can be understood by everyone.
“This guy gets the job done! David has been instrumental to eMagCreator’s success in many ways. Not only did he optimize workflows, dashboards and metrics in Salesforce, but also systemized and LEAN’ed the whole sales process.”
Ebbe Nygaard | Sales Director (DACH) | eMagCreator
Business improvement process framework
Before I accept any new process improvement consultant projects, it’s essential we have a consultation call to see if there’s a good match.
You can request this by either scrolling to the bottom of this page or using the contact form.
When working with any business or process improvement projects, I use a detailed six-stage framework to maximize communication and reduce errors.
Stage One – Analyze
The first and most important stage for any business consultant is the analysis.
During the analysis stage, I aim to gain complete transparency on how your business works and an overview of current processes.
My goal here is to get complete clarity on the following questions:
- What are the current processes in place today?
- Who has built or been involved in building the current processes?
- What tools and automation are currently being used?
- How many steps does your processes have, and what are they?
- Who is involved in all of these processes, and how?
- What other tools or departments are connected to your sales processes?
- What is the main objective for this project?
Sometimes this stage is complex and takes a long time.
Other times, it can be simple.
This stage needs to be done correctly to ensure I do not break existing processes when implementing new ones – and to make sure the new ones are correct.
Stage Two – Blueprint Approval
Upon completing my analysis, I will build a blueprint for how the new process could look, which I will present to you and other stakeholders for approval.
Stage Three – Trial Implementation
In the trial implementation stage, I roll out one or two of the changes as a test. Normally this is done in a sandbox environment, but it depends on what we need to test.
Many process improvement changes need testing in a live environment so we can get real-time feedback from your employees.
Stage Four – Full Implementation
Upon completion of the trial implementation, we move to the full implementation.
Again, it is important to roll out most of the changes in a live environment and get real-time feedback just as a backup to be sure the process is smooth.
Stage Five – Evaluate and Tweak
Once your new business processes have been in place for a couple of weeks, it’s essential to evaluate the feedback and results.
During the evaluation, it is also common to get some good ideas for how some of the processes can be improved further so we can make some tweaks.
Stage Six – Automation
Upon completion of the evaluation, we look into automating as much as possible.
This stage could include automating workflows, integrating with external tools or creating email alerts for your team, customers or reports, etc.
And all being well, you can enjoy more efficient business processes that drive productivity and increase revenue or cut costs.
How long does process improvement take?
It is very difficult to estimate how long a business process improvement project will take as each one comes with its own challenges and expectations.
Some small process improvements can be executed in a day, whereas others can take weeks or even months.
Book a Free Consultation
Request a free consultation below to discuss if hiring me as a business process improvement consultant for your business makes sense.