Work Program & Process Mapping

Most technology projects fail for a simple reason: teams start with a tool, not with reality. A Work Program is our structured way to map how your business actually runs today—leads, sales, operations, documents, approvals, and reporting—so we can design a system that produces outcomes your team can trust.

This page is part of our delivery hub: /en/how-we-are/

Why a Work Program delivers high ROI

In practice, the biggest waste in a business is rarely “lack of software.” It’s lack of clarity:

• Who owns each step, and what happens when they’re unavailable?
• Where is the source of truth for customer, project, and financial data?
• What are the real triggers (events) that start a workflow?
• Which steps require human judgment, and which can be automated safely?

When those questions aren’t answered consistently, even great systems like a /en/glossary/crm/ or /en/glossary/erp/ won’t stick. A work program creates shared language and a roadmap your team can execute.

What’s included in our process

1) Focused deep interviews

We run structured sessions with the owner and relevant managers to break the business into repeatable processes: lead intake, quoting, project execution, customer support, accounting touchpoints, document collection, and more. We identify triggers, decisions, exceptions, and “handoffs” between people and tools.

2) End-to-end documentation of the current state

We document the business as it exists today:

• Processes per deal, per day/week/month
• Data assets collected over time (leads, customers, invoices, delivery notes)
• Current systems and accounts (email, Drive, spreadsheets, CRM, accounting)
• Permissions, responsibilities, and common failure points

This is where we usually discover duplicates, manual copy-paste loops, and missing controls.

3) Define the ideal operating model

Together, we design the “to-be” state that is realistic and adoptable:

• What lives where (single source of truth)
• Standard stages, statuses, and required fields
• What becomes automated, what stays human-in-the-loop

The goal is not theoretical perfection—it’s a model your team will actually use.

4) A transformation roadmap

We translate the ideal state into phased delivery with priorities, risks, and metrics. Example:

• Phase 1: capture leads automatically from forms/email
• Phase 2: structured CRM and consistent pipeline stages
• Phase 3: advanced automation via /en/glossary/n8n/
• Phase 4: a unified information system (ERPNext/Plane)

How it connects to our other services

The work program is not a PDF that sits on a shelf. It becomes the execution blueprint for:

• Infrastructure setup: /en/services/infrastructure-setup/
• Automation system (n8n): /en/services/n8n-automation/
• ERPNext / Plane implementation: /en/services/erpnext-plane-implementation/
• Incoming documents automation: /en/services/incoming-documents-automation/

FAQ

Who is it for?

Any business with multiple people, multiple systems, or recurring operational bottlenecks. If your team runs on WhatsApp and spreadsheets and it’s becoming hard to control, this is the right starting point.

Can we do only the work program without development?

Yes. Some teams want clarity and a blueprint first, then decide whether to build internally or with us. The value is still significant because it prevents expensive mistakes.

How do we measure success?

Success shows up as shared language and fewer failure points: less rework, fewer missing documents, less duplicated data entry, and a clear path to automation.

If you want to start in the right place, start with a work program.