Skip to content
The Systems Effect

Service · The Systems Effect

Business Process Documentation Services

Business process documentation services. We interview your people, map how the work gets done, and document it so the business stops depending on memory.

Book a discovery call
See pricingStarting at $3,500

We document how your business runs

We interview the people who hold your undocumented knowledge and turn what they say into process maps, SOPs and training. The business gets written down, and the team can run it without everything passing through one person.

How it runs

  1. Discover. We learn how the work gets done today. See Discover and Document.
  2. Map. We map each process from step to step and role to role.
  3. Document. We build the SOPs and training. See Procedure Setup and Build-Out.
  4. Keep it current. See Living Documents and Continuous Improvement.

Capturing tribal knowledge

Tribal knowledge is what one person knows that nobody wrote down: the workaround, the customer who needs a call before an invoice. For every process we capture its purpose, its decision points and the steps from the person who does the work. If a key employee is leaving soon, start with the 14-day knowledge rescue plan or the free Knowledge Capture Kit. More in Capturing Tribal Knowledge.

Who this is for

  • The business depends on you or one key employee.
  • You are hiring, and training happens by shadowing.
  • You want it documented before a sale, a transition or a new system.

New to it? Start with what process documentation is, how to document business processes and which processes to document first. Weighing in house against hiring? Read document core processes yourself or hire.

How it runs

From their heads to a trained team.

  1. Discover and documentWeeks 1 to 2

    Interview the people who know

    Owners, managers, front line.

  2. 2 to 3 sessions a week

    Capture the work

    Screens, jobs, every decision.

  3. Procedure setup and build-outAbout 30 days a job

    Build the playbook

    Checked by whoever does the job.

  4. Launch

    Train your team

    Loaded and walked through.

  5. A living playbookEvery month

    Keep it current

    Audited as the business changes.

Some knowledge only shows up on site. So do we.

  • Lake County, IN and Chicago
  • On site nationwide
  • Travel at cost

Pricing

What it costs

  • Systems Sprint

    Starting at

    $3,500

    About 30 days per role

    One role's chapter and its SOPs, done by a date.

    FitsOne role, or one person about to leave.

  • Optimization and Implementation

    Starting at

    $12,500

    One system, about 60 to 90 days

    One system mapped, fixed and rolled out across its roles.

    FitsOne broken system, like dispatch or one EOS core process.

  • Systems Partner

    Recommended
    Starting at

    $4,500/mo

    Three-month blocks, billed monthlyStarting at $13,500 a block

    Your whole playbook, built and kept current.

    FitsThe whole business, a sale in 1 to 3 years, or every EOS core process.

Every plan: we run and record the interviews. About 2 hours a week from each person we interview.

Discovery call
Free
Upkeep after a project
Starting at $1,500/mo
Custom software from The Software Effect
Custom pricing
On-site days and travel
Agreed first, billed on top

Software is billed by its vendor, and we do not price by team size. The full breakdown is in what it costs to hire someone to write your SOPs.

Questions

What people ask first.

Who can I hire to document my business processes?

A business process documentation service like The Systems Effect. We interview the people who do the work, map the processes, and build the SOPs and training.

What is business process documentation?

A written and visual record of how work gets done in your business: who does what, in what order, and how decisions get made.

Do you capture tribal knowledge from key employees?

Yes. That is most of the work. We capture the purpose, decision points and steps so someone else can take over.

What does business process documentation cost?

One role is starting at $3,500. One system across several roles is starting at $12,500, and a Partner for the whole business is starting at $4,500 a month.

How much of our time does this take?

About two hours a week from the people who know the most. We handle the rest.

Where do we start?

Book a discovery call. We learn how your business runs and plan the first steps with you.

More services
“We don't have to do anything. The Systems Effect takes care of everything for us.”
Felipe Freig · Versa Homes

Ready to talk through Business Process Documentation Services?

Book a discovery call