Business Process Documentation

Make the way
you work clear.

When essential steps live in individual experience, handovers and day-to-day decisions become harder to manage. PTS helps capture processes in documents that explain what happens, who owns it and what evidence is required.

From know-how to
repeatable results.

Capture knowledge. Establish consistency.

We work with your teams to document and streamline business processes, turning valuable know-how into clear, practical guidance that can be followed and built upon.

Standard operating procedures (SOPs)

Step-by-step guidance for routine and critical activities.

Process maps

Clear visualisation of how work gets done.

Work instructions

Task-level detail to support consistent execution.

Governance documents

Roles, responsibilities and control frameworks to support operational discipline.

A structured and collaborative approach.

  1. 01

    Discover

    Understand your objectives, scope and current state.

  2. 02

    Map

    Capture and structure the process with your team.

  3. 03

    Draft

    Develop clear documentation and visual maps.

  4. 04

    Validate

    Review with process owners and refine.

  5. 05

    Handover

    Deliver approved documents in the agreed format.

Illustrative sample

A representative process map and SOP structure, showing how decisions and responsibilities can be made clear.

Order fulfilment process (Illustrative)

  1. Receive order
  2. Check availability
  3. Confirm stock
  4. Pick & pack
  5. Dispatch

Exceptions → Record the issue → Agree the next action

Standard Operating Procedure

Illustrative

1. Purpose

2. Scope

3. Responsibilities

4. Procedure

5. Records

Easier ownership. Better control.

Well-structured process documentation supports onboarding, training, audits and continuous improvement.

Common questions

Can you work where there is no existing SOP?

Yes. We can start with stakeholder discussions and examples of the work, with process-owner review before approval.

Does this include business process automation?

This service focuses on documentation. Any software implementation or automation requires a separate assessment and scope.

Let’s document what moves your business.

Share your process documentation requirements.

Discuss Your Project
What we document, required inputs and handover

What we document

  • Standard operating procedures describing process purpose, scope, roles and sequence.
  • Work instructions for specific tasks, checks and handovers.
  • Process flowcharts, decision points and responsibility matrices.
  • Governance packs, approval workflows and escalation paths.
  • Checklists, forms, templates and document-control procedures.
  • Lessons-learned records and supporting action logs.

Capture the current process

We review available documents and discuss the work with the people responsible for it. We identify inputs, outputs, dependencies, exceptions and gaps that need a decision. Any proposed change is made visible for the process owner to approve.

Turn the process into usable documentation

We organise the content around the people who will use it. A procedure explains the overall flow; a work instruction gives task detail; a checklist supports execution and recording. We agree which formats are needed rather than creating unnecessary documents.

Review and maintain

Process owners review the draft for accuracy and practicality. Approved documents receive the agreed ownership, version and review information. We can also scope updates when responsibilities, systems or operating requirements change.

What we need from you

Existing procedures, forms, process examples, stakeholder access, known pain points and your required approval structure. Observations or workshops are agreed according to the project and access available.

What you receive

A defined set of approved process documents and supporting templates, with ownership and revision information. A gap or action register can be included to record items awaiting decisions.