PROCESS MAPPEDDATA CONNECTEDRULES DEFINEDAPPROVALS ROUTEDAI IN CONTEXTSYSTEM OWNEDPROCESS MAPPEDDATA CONNECTEDRULES DEFINEDAPPROVALS ROUTEDAI IN CONTEXTSYSTEM OWNED

Be On It / Field notes

Operations library

Better ways to understand the work, connect the systems and measure what changes.

Workshop scene with colleagues reviewing a process map

12 articles

02 / Performance tracking

A weekly operations scorecard that tells you what to fix

Track turnaround, first-pass accuracy and re-entry effort with clear definitions and a simple weekly log.

7 min read · Reviewed

Put it to work

Measure one workflow over time with a small set of outcome, process and balancing measures—not a leaderboard of individual employees.

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03 / Workflow improvement

Fix the handoff before replacing your software

Map one real job from request to completion, expose the waiting, and decide whether you need a rule, an integration or a new tool.

6 min read · Reviewed

Put it to work

Follow one piece of work across teams. Clarify ownership and required information before automating its movement.

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06 / Digital adoption

Roll out a new workflow with your team, not at your team

Test a small change, prepare French and English task guides, and expand only when real work supports the decision.

5 min read · Reviewed

Put it to work

Pilot one complete task with the people doing it. Treat guidance, support and fallback as part of the delivery—not an afterthought.

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07 / Workflow improvement

Email approvals are not an approval process

Replace inbox chases with a visible queue, clear decision authority and a record you can actually find later.

6 min read · Reviewed

Put it to work

Make pending decisions visible to the team, define who may decide what, and keep the decision attached to the work it approved.

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08 / Performance tracking

Inventory counts you can trust without stopping work

Use cycle counting and clear location discipline to keep stock records accurate while the operation keeps running.

6 min read · Reviewed

Put it to work

Count a small slice of inventory on a schedule, investigate every difference, and fix the process that caused it—not just the number.

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09 / Digital adoption

When a spreadsheet becomes a system—and when it breaks

Recognize the warning signs that a shared spreadsheet has quietly become mission-critical, and plan the graduation path.

6 min read · Reviewed

Put it to work

A spreadsheet becomes a system when the business depends on it. Treat it like one: name an owner, protect the data, and plan what replaces it before it fails.

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010 / Workflow improvement

Quote faster without undercharging

Standardize how quotes are built so speed comes from preparation, not from skipping the costing step.

6 min read · Reviewed

Put it to work

Speed comes from a repeatable structure: standard cost components, current rates in one place, and a review rule for anything unusual.

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011 / Performance tracking

The monthly numbers meeting that takes twenty minutes

A fixed agenda, one page of measures and a rule against solving problems in the room.

5 min read · Reviewed

Put it to work

Short meetings are designed, not willed: one stable page of numbers, a fixed agenda, and a rule that problems get owners, not debates.

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012 / Digital adoption

Questions to ask before the software demo

Arrive with your workflow, your data and your deal-breakers written down—so the demo answers your questions, not the vendor's.

6 min read · Reviewed

Put it to work

A demo is a test you design. Bring your real scenarios, your exception cases and your exit questions—and score every tool against the same list.

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Written by Be On It. Sources distinguish published evidence from our practical recommendations; illustrative workflows are not customer results.