Define a workable future state
Map the normal path, exceptions, handoffs, and decision rights with the process owner. Preserve what currently protects the operation until an approved replacement is ready. Requirements should state the operating need before selecting software or equipment.
Typical work products
- Future-state workflows and decision rules
- Standard operating procedures and work instructions
- Ownership matrices, escalation rules, and approval responsibilities
- Operational and functional requirements documents
- Implementation and pilot plans with dependencies
- Acceptance criteria, change controls, and implementation validation
One written SOP
$600 USD for the defined scope
Give your team a clear written procedure for one task whose working method is already agreed.
- Document one already-agreed task through one interview of up to 60 minutes.
- Up to 15 steps and three exceptions.
- One editable standard operating procedure and one revision.
Scope limits
- Process redesign, observation, a separate quick reference and supervised backup practice are outside this offer.
- Choose Employee Knowledge Capture when the work includes observing the task, capturing know-how and testing the reference with a backup employee.
Process mapping
$500 USD for the defined scope
Make the steps, responsibilities and handoffs in an existing workflow easier to see.
- One existing workflow across up to two teams.
- Two 30-minute interviews.
- A process map showing responsibilities and handoff points, plus one revision.
Scope limits
- Additional workflows or teams, substantial process redesign and implementation receive a separate quote.
Pilot before expanding
Agree a bounded area or shift, an accepted baseline, the measure of success, and stop conditions. Client leaders authorize operating changes. Compare pilot evidence with the baseline, annotate changes in volume or mix, and record an expand, adjust, pause, or close decision.
Control the handover
Assign standard-work ownership, training responsibilities, KPI review, document control, and reassessment. Record who accepts the deliverable and who decides whether to implement each recommendation.
Responsibility boundary
Coding, configuration, APIs, deployment and production access remain with client IT or separately contracted specialists. Coleman Efficiency’s scope covers operational requirements, process work and implementation support; specialist technical delivery requires separately verified expertise and authorization. Client management retains site safety authority, staffing decisions, and production approval. Equipment safety, electrical design, and specialist engineering remain with appropriately qualified parties.