Company Processes Optimization
Stop letting broken processes cost you time, money, and sanity
We provide hands-on optimization services to streamline your company's operations, from finance, throughout sales, marketing, to customer success and customer support. We audit your workflows, eliminate bottlenecks, and automate repetitive tasks, so you can cut costs, reduce errors, and scale your business.
What We Do
We partner with you to build a resilient and efficient operational backbone for your entire business. Here are the key areas we optimize:
- 1Comprehensive Process AuditWe conduct a deep, end-to-end audit of your company's workflows across all departments. We'll pinpoint every bottleneck, redundant step, and manual handoff that is costing you time and money.
- 2Workflow AutomationWe turn manual work into automated flows. Using low-code/no-code platforms like n8n and Make, or custom code, we automate repetitive tasks in finance, HR, marketing, and sales to reduce errors and free up your team.
- 3Cross-Departmental HandoffsWe eliminate the friction between your teams. We design and implement smooth, automated handoffs between departments, like from sales to customer success or marketing to finance—to ensure nothing slips through the cracks.
- 4Documentation & Knowledge ManagementWe create a single source of truth for your organization. We help you document your key processes, build a centralized knowledge base, and implement systems that ensure every team member can find the information they need.
- 5Financial & Administrative ProcessesWe optimize the core functions of your business. We streamline processes for invoicing, expense tracking, payroll, and vendor management, giving you a clear, real-time view of your financial health.
Your Toughest Challenges
Wasting Time & Resources
Your team is spending too many hours on manual, repetitive tasks that could be automated. We Fix It: We identify operational inefficiencies and implement automated systems that handle the busywork.
Sloppy Handoffs & Errors
Critical information is getting lost between departments, leading to missed deadlines and costly mistakes. We Fix It: We build clear, automated handoffs and communication workflows.
Lack of Process Visibility
Your teams operate in a black box, and you lack a clear, documented overview of how things get done. We Fix It: We audit and document your entire operational infrastructure.
Struggling to Scale
Your business is growing, but your processes can't keep up. We Fix It: We build a robust operational foundation and implement systems that let you scale confidently.
Why Our Process Optimization?
- Holistic ExpertiseWe connect the dots across your entire business. Our team includes partners with deep expertise in business operations, sales, marketing, and AI.
- Actionable, Not TheoreticalWe deliver practical, actionable strategies you can implement tomorrow, not just theoretical concepts in a slide deck.
- Bootstrapped WisdomWe specialize in helping companies grow efficiently and profitably, focusing on sustainable growth and maximizing every dollar.
- A Partner, Not a ConsultantWe embed ourselves as a trusted partner, providing the experienced leadership and strategic thinking you need.
Why Heveli
- Practitioner-LedWe're not just consultants. Our team has built and scaled B2B SaaS companies, including growing Surfer to $15M ARR without outside funding.
- We Deliver Outcomes, Not Just PresentationsOur focus is on implementation. We partner with you to build and automate the entire process, ensuring every change drives measurable results.
- Adoption-First RolloutWe embed change management into every project, working directly with your team to build a system they understand and own from day one.
Our Approach & What to Expect
- 1Audit & DiagnosisWe start with a deep dive into your business. We analyze your current processes, workflows, and tools to pinpoint your biggest opportunities and bottlenecks.
- 2Design & StrategyWe build a custom blueprint for your new, optimized processes, including workflow maps, automation logic, and key performance indicators.
- 3Execution & ImplementationWe don't just advise, we roll up our sleeves and work with your team to implement the new processes, automations, and systems.
- 4Training & EnablementWe provide hands-on workshops and clear documentation to ensure your entire team understands and adopts the new, optimized workflows.
What Happens Next
- 1First CallWe'll discuss your biggest challenges and map out how our experience can help you build a robust operational foundation.
- 2KickoffWe'll draft your project roadmap, set key milestones, and align with your team on a path forward.
- 3ExecutionWe'll get to work, helping you implement key changes and providing hands-on support to your teams.
- 4Ongoing PartnershipWe'll continue to partner with you, providing strategic guidance and helping you solve new challenges as they arise.
