Work atlas

A business process consulting proposal for a company losing about 170 hours a week to manual handoffs. It covers hours lost by team, a six to eight week review of five processes, the four deliverables, what is included, the timeline, the team, a similar client’s results and three fixed-fee options.

Business Process Consulting Proposal

Introduction

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Your situation</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Here is your situation as you described it. If anything has changed, tell us and your proposal will be updated.</p>

<p>Work passes between your teams by email, spreadsheet and chat. Details get re-typed, and requests wait in inboxes.</p>

Handoffs are manual

<p>When a request stalls, your staff are not sure who owns the next step, so problems reach you or your managers.</p>

Ownership is unclear

<p>You know orders and approvals take too long, but you cannot yet see where the time goes or which fix matters most.</p>

Delays are hard to see

<p>Orders, approvals and invoices are re-entered between systems, and every re-entry adds errors.</p>

The same data is typed twice

Your situation

Why it matters

<p><strong>What the engagement includes</strong></p>

20 Staff interviews

5 Processes mapped

8 Weeks at most

Planned scope

Our recommendation

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">What you receive</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">The engagement produces four pieces of work. Each one is reviewed with your process owners before the next begins.</p>

<h3>How your processes run today</h3><p>We interview the people who do the work and follow real cases from start to finish. Each of the five processes is mapped step by step, with every handoff, system and approval shown.</p><ul><li>Twenty interviews across your teams</li><li>Five end-to-end process maps</li><li>Who owns each step today</li></ul>

Current-state maps

<h3>Where the time and errors come from</h3><p>We measure cycle time, waiting time and rework at each step, using your system data where it exists and staff estimates where it does not. You see which handoffs cost the most.</p><ul><li>Cycle time and exception rates per process</li><li>Hours lost per handoff, by team</li><li>The root cause of each major delay</li></ul>

Bottleneck analysis

<h3>Changes ranked by effort and value</h3><p>Each recommendation states the problem it fixes, the change, the effort involved and the hours it should free up. You agree the ranking with your process owners in a working session.</p><ul><li>Quick wins you can make within a month</li><li>Larger changes that need budget or tools</li><li>A clear owner for every step</li></ul>

Recommendations

<h3>A plan your team can run</h3><p>The agreed changes are sequenced into a 6 to 12 month roadmap with owners, dependencies and measures. A half-day workshop hands it over to your managers.</p><ul><li>Implementation roadmap with owners</li><li>Measures to track each change</li><li>Half-day handover workshop</li></ul>

Roadmap and handover

What you receive

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">What is included</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Everything the fixed fee covers, and what it does not.</p>

What is included

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Timeline</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Work starts on {{KICKOFF_DATE}}. The exact length depends on how quickly interviews can be booked.</p>

<p>Kickoff, staff interviews and case walk-throughs. Each process is mapped and checked with the people who run it.</p>

Interviews and mapping

<p>Cycle time, waiting time and rework measured at each step. Findings reviewed with your process owners.</p>

<p>Changes drafted, sized and ranked in a working session with your managers.</p>

<p>Roadmap with owners, dependencies and measures, handed over in a half-day workshop.</p>

Timeline

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">{{SELLER_NAME}} is your main contact. The same three people work with you from kickoff to handover.</p>

<p>Runs kickoff and the review sessions, agrees the recommendations with you and leads the handover workshop.</p>

Engagement lead

<p>Leads the interviews and case walk-throughs, and draws the current-state process maps.</p>

Senior process consultant

<p>Works with your reports and system exports to measure cycle time, waiting time and rework.</p>

Process analyst

Your team

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Client results</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">A recent process review for an operations team with similar problems, and what changed.</p>

Client results

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Options and fees</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Three options, each a fixed fee. We recommend Five processes. Choose an option and any extras on this page.</p>

<p>Prices are in USD and exclude tax and travel.</p>

A smaller review of the three slowest processes.

Three processes

Five processes

Plus eight weeks of help making the first changes.

Five processes and implementation

<p>Travel for on-site interviews is billed at cost with your approval. This proposal is valid until {{VALID_UNTIL}}.</p>

Pricing

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Questions</span></h2>

<p>No. Savings depend on which changes you make and how well they are adopted. Each recommendation shows our estimate of the hours it should free up and the assumptions behind it, so you can judge it yourself.</p>

Can you guarantee how much time or money we will save?

<p>Only with the Five processes and implementation option. Otherwise the fee covers the review, the recommendations and the roadmap, and you are free to make the changes yourselves.</p>

Will you make the changes for us?

<p>About an hour per person for interviews, plus two review sessions of 90 minutes for your process owners. We work around peak periods and shift patterns.</p>

How much time will our staff need to give?

<p>We agree them with you at kickoff, starting with the ones that cause the most delay or escalation. If a different process turns out to matter more, we can swap one before mapping starts.</p>

How do we choose the five processes?

<p>The fee stays the same. If interviews cannot be booked in time, we agree a new date with you in writing. If a delay is on our side, we add the time at no cost.</p>

What happens if the work runs late?

<p>Yes. Interview notes are shared only in summary, without names, unless a person agrees otherwise. All material stays yours and is covered by a confidentiality agreement.</p>

Business Process Consulting Proposal - Preview