An engineering and mechanical services company
Building a clearer operating system for a growing engineering business
An established engineering and mechanical services company needed clearer processes, better visibility across projects and a more consistent way of managing its growing team.
The challenge
As the business grew, more of its day to day processes needed to be formalised. Project management, call outs, staff administration, expenses, timesheets and internal procedures were being managed through a mixture of different processes and systems. The business needed a more consistent operating structure that gave management better visibility while making responsibilities and processes clearer for the team.
What I did
- Mapped and documented key operational processes across the business
- Built and structured Monday.com workflows for projects, call outs, administration and management
- Created a central SOP system covering key day to day procedures
- Introduced clearer processes for annual leave, sickness, expenses and timesheets
- Built KPI frameworks for key management and operational roles
- Created separate workflows for reactive call outs and planned project work
- Added processes for procurement, project coordination and service contracts
- Introduced clearer management reporting and accountability
Results
A more structured operating system across the business, giving management clearer visibility of work, responsibilities and performance while giving staff consistent processes to follow.
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