WhatTheyThink

Premium Commentary & Analysis

Document Your Processes—or Continue to Wing It?

The documentation of your repeating processes will change your business in so many ways. No matter how inefficient you might be today, the simple act of documenting processes and committing to iterative improvements will turn your business into a continuous improvement engine.

Wednesday, June 09, 2021

The more I look at print businesses, the more I see nothing but a series of processes that get repeated daily using a set of tools (mostly software) and a set of humans. There are repeating processes everywhere, with the humans generally insisting that everything is somehow special (non-standard). In every print business, the jobs have to travel from initial inquiry to invoice. That is a repeating process. Just because one job in a thousand requires an extra step in accounting does not make the process “non-repeating.”

There are some good buzzwords for what I’m talking about in this article—business process automation, process workflow automation—but I will avoid all of them. I want the reader to believe that they could go into their conference room right after reading this article and document some of their repeating processes with a marker and some PostIt notes. You don’t have to know any business school lingo. You just have to know your business (maybe invite some of your team in) and you have to know how to write legibly.

I have some helpful hints on this process because I’ve run into lots of resistance and roadblocks when trying to do this within print businesses. I think there’s a human resistance to actually documenting what people do all day because that might give management the idea they don’t need as many people. This is a fear you have to deal with but the reality of it is this: what you want is to build a more efficient business so that your current team can manage more customers, more orders, and more revenue without adding headcount or working 80 hours per week.


Continue reading your article
with a WhatTheyThink membership.

WhatTheyThink Annual Membership

Less than $4/week.

Get unlimited access to in-depth commentary and analysis covering the latest trends, emerging technologies, operational strategies, and key events across every segment of today's printing industry.

Stay informed. Stay competitive. Stay ahead.
WhatTheyThink Day Pass

$5 for 24 hours

Unlimited access to all of WhatTheyThink. Get your Day Pass

Already a member?
Sign In

About Jennifer Matt

Jennifer Matt is the managing editor of WhatTheyThink’s Print Software section as well as President of Web2Print Experts, Inc. a technology-independent print software consulting firm helping printers with web-to-print and print MIS solutions.

Recent Articles from Jennifer Matt

Utilizing CRM Tools to Sell Print

A CRM tool needs to deliver value to your sales team in the form of time savings or differentiation in how fast they can get quotes out to their customers. Read More

Manual Steps are Piling Up in Customer Service

When the power dynamic is uneven across the functional areas of your print business, more powerful areas (production and sales) tend to shift manual steps to the less powerful areas (customer service). Read More

Stepping Over Dollars to Pick Up Pennies

We tend to discount the time of our full-time employees because we are paying for it already—looking at them like sunk costs. So, when we ask them to do things that are non-value add (aka a complete waste of their time), we don’t see it as a cost. Well, it has real costs. Read More

Deciding What’s Important

In a print plant, it is easy to come to work and fall into the drama of getting jobs out the door. There is always something you can focus on in your day-to-day work life. The art of moving your business forward happens when you direct your focus to areas of your business that you can impact the most. Read More

This Plant Wouldn’t Run Without Me

In conversations with a label converter recently, the General Manager told me that more than once in the last few years key employees had voiced the core belief that “this plant wouldn’t run without me.” Now, you can take this statement a lot of different ways. My initial reaction is concern for the business because the employee that says this is both likely a key player and potentially a risk. Read More

Recent Printing Industry News

Wednesday, June 03, 2026