Process optimization

Risk to Resilience

How one fast-scaling organization reduced risk, boosted knowledge retention, and built a foundation for sustainable growth in just 8 weeks.

Situation

A rapidly growing organization faced critical operational risks due to undocumented business processes, single points of failure, and inconsistent training practices. The lack of standardized procedures created inefficiencies, increased error risk, and made scaling in a competitive market difficult. Leadership needed a rapid solution to capture institutional knowledge, standardize workflows, and prepare for sustainable growth.

Resolution

We launched an 8-week initiative to identify, document, and implement mission-critical standard operating procedures (SOPs). Through a combination of onsite listening sessions, process observation, and targeted content development, the team delivered a robust SOP library, cross-training strategies, and agile tools for onboarding, training, and operational consistency.

Process Prioritization & Standardization
Knowledge Capture & Training Innovation
Operational Consistency & Risk Mitigation

The TED Way

100+

Hours of business-critical process analysis

60%

Increase in institutional knowledge retention

30%

Reduction in error risk through best practices

40%

Faster employee onboarding

Our Solutions

Transform
Conducted deep analysis of business-critical processes
Identified and prioritized high-impact workflows
Implemented SOP prioritization and build/borrow/buy framework
Observed workflows and conducted targeted interviews
Developed department-specific SOP lists and decision metrics
Elevate
Branded and customized SOP templates for the organization
Developed micro-learning modules for priority SOPs
Designed an agile SOP storage & access system
Embedded best practices to reduce operational risks
Increased institutional knowledge capture and retention
Deliver
Built a catalog of SOPs across core functions
Designed a SOP development roadmap with milestone tracking
Created recommendations for SOP use in onboarding, training, and client education
Implemented cross-training to reduce single points of failure
Established reporting metrics for balanced workload distribution