Process mapping
We walk the floor, watch how a job actually moves from quote to delivery, and write it down. The map usually exposes two or three handoffs where nobody owns the next step.
Light manufacturing, logistics, and professional services outfits of 15 to 80 staff, mostly around Johannesburg, Cape Town, and Durban. They come to us when the paperwork has quietly outgrown the person holding it together.
The work rarely starts with a strategy question. It starts with a filing cabinet, a shared drive, and a nagging sense that the two no longer agree. Below are the areas owner-managed firms across Johannesburg, Cape Town, and Durban ask us to take on, usually after a two-week diagnostic.
We walk the floor, watch how a job actually moves from quote to delivery, and write it down. The map usually exposes two or three handoffs where nobody owns the next step.
Terms get signed once and never revisited. We pull the current agreements, flag auto-renewals and mismatched delivery terms, and note where a supplier holds more leverage than the contract suggests.
Personnel files, supplier banking details, delivery notes. We set out who may access what, how long each record is kept, and what happens when a staff member leaves.
For light manufacturing and logistics clients, the file is often complete on the day it is compiled and stale six months later. We build a simple monthly routine so it stays current between inspections.
We trim the pack down to the figures banks and auditors return to, write the procedure, and hand the monthly run to a junior staffer. The goal is a pack that takes a day, not a week.
After the diagnostic, most clients keep us on retainer. We sit in on ops meetings, tidy the spreadsheet sprawl, and train someone internally to keep it going once we step back.
We do not perform audits or statutory sign-off. The groundwork is ours; the sign-off stays with your accountant. If you want a sense of how this plays out, read how firms end up with two versions of the truth, or start with a 30-minute scoping call.
The work is rarely dramatic. It is the difference between a supplier contract you can find in ninety seconds and one that takes an afternoon, or between a reporting pack a bank accepts and one that comes back with questions. Below is what tends to change in the first few months, drawn from engagements with manufacturers, logistics operators, and professional services firms across Johannesburg, Cape Town, and Durban.
Paper files and shared drives stop contradicting each other. Signed contracts, delivery notes, and personnel records live in one agreed place, with a naming rule a new admin can follow without asking.
The monthly pack gets rebuilt around the figures banks and auditors return to first. Redundant tabs are retired, and the routine is written down so it takes a day rather than a week.
Access to employee files, supplier banking details, and customer records is defined by role, not habit. Retention periods are set, and offboarding a staff member no longer leaves open doors.
Appointments, inspections, and incident records are updated on a schedule instead of in a panic before a site visit. The file stays inspection-ready through a busy quarter.
Before we step back, someone inside the business owns the process. We train them on the procedures, sit in on the first cycles, and stay reachable for the questions that only surface in month two.
Curious how this plays out for a firm your size? Read how we reconcile paper and digital records or get in touch to scope an engagement.