As a Revenue Operations consultant, most of my projects are built around the desire to take complex commercial requirements and data structures, and make it into a simple playbook. The goal is to end up with a process so simple that your team can spend all their energy on the things they do best, while the process and the systems are already taking care of necessary tracking, reporting, and maintenance, etc. for them.
After many years of working on countless projects within operations and process design, both successful and some better described as learning experiences, I will share with you the three absolutely critical phases of not just process design, but the change management that naturally follows.
The same three phases are described in a number of methodologies in a large variety of fields, but I've done my best to adapt them into what matters in this context.
Much like a software company should achieve product market fit before they invest another billion into specific features, we should also make sure we focus on the most valuable activities before we try to scale our efforts.
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