Helping With Business Process Documentation

To build the operational capacity plan for the next phase of your growth, to visualize the current state of your business, as well as build a detailed future execution plan

Problems Companies Face

When They Need Help With Business Process Documentation?

Outgrowing an accounting system not designed to support integrated processes? Have substantial data siloes with your processes that cause data integration issues? ElevatIQ’s business process reengineering services are designed to help companies when they struggle with these challenges.

Limited Understanding of the Current Processes

No teams seem to have all the answers. Limited SOP documentation existing inside the company? Always chasing down key subject matter experts for answers? Companies seek help from ElevatIQ when they might have a limited understanding of the current processes.

No Structured Framework to Get Traction from Executives and Board

Executives not trusting your judgment? Not getting traction from executives because of the lack of a framework? Companies seek help from ElevatIQ when they might not have a framework to get traction from their executives and the board.

No Structured Approach to Business Process Documentation

Struggling with a structured approach to business process documentation? Is the business process documentation phase seem to be taking forever to document your business requirements? Companies seek help from ElevatIQ when they need a structured methodology to make quick progress on their digital transformation ambitions.

Need a Third-party Voice to Execute Your Ideas

Need a third party to be your voice because of political barriers in the company? Not comfortable expressing your vision openly but want it to be executed? Companies seek help from ElevatIQ when they need a third-party voice to execute their ideas.

Not Getting Traction from Other Departments

Other departments not cooperating with your ideas? Other departments seem to be blocking your progress. Political factors delaying your progress? Companies seek help from ElevatIQ when they might not get traction from their teams.

Want to learn more about why independent consultants have a higher success rate with business process documentation?

Our Case Studies for

Business Process Documentation

Our Methodology

for Business Process Documentation

Our methodology starts with the assessment of your current business processes. This step is typically followed by a deep discovery and analysis phase, starting from the project charter and work breakdown structure, followed by activity streams. With comprehensive documentation for as-is and to-be processes.

Business Process Improvement


Through primary and secondary research, this assessment digs into each of your datasets, transactions, and processes to dig deeper into the current as-is processes that might be buried inside the systems. The assessment provides the 30K view of the current processes.

To-be Detailed Analysis and Documentation

This to-be process builds on the challenges and vision and performs a deep analysis of whether the vision and to-be state are financially feasible. And is consistent with the state of the business and its goals. Through several workshops with stakeholders and their coaching, the to-be state is finalized after agreement with each party.

As-is Detailed Analysis and Documentation

This is a deep dive into the as-is process models, along with workshops with each stakeholder who might be impacted because of the change. Each stakeholder needs to confirm the as-is processes and the current challenges with the as-is process that forms the foundation for to-be processes.

Ready to learn how we can help With Business Process Documentation?

Our Other

Business and Technology Advisory Services

ElevatIQ business and technology advisory services include business process re-engineering, business process improvement, business process documentation, change, and project management, post-merger integration, and audit support.

Post Merger Integration (PMI)

This service helps companies when they might need help with pre-diagnosis of the technical risks, strategy for consolidation, or consolidating the system footprint post-merger. This helps companies reduce the system footprint and streamline processes, as well as remove data siloes and improve operational efficiency as they get ready for the next phase of their growth.

Business Process Re-engineering

Our business process re-engineering services are especially helpful for companies that might be outgrowing non-standard, heavily customized, or legacy ERP systems. Our process of re-engineering services starts with an assessment, with a thorough analysis of current data and systems, followed by a site visit and interviews with stakeholders. Once the changes are identified and agreed upon, as-is and to-be models are built, along with the training and governance materials that teams can use.

Change and Project Management

This service helps in managing any transformation initiative, whether you are making process or system changes. The change process has three major steps preparing for change, managing change, and reinforcing change. Each of these steps has a deliverable, such as a business case, implementation roadmap, training plan, engagement model, and change governance plan.

Ready to learn how we can help with your Business Process Documentation?


2024 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2024.