MABLE Professional Services
SOPs & Workflow Assessments
From work done differently by each person to written procedures and workflow diagrams everyone follows, so work is predictable and audit ready.
The problem we fix
Sound familiar?
Everyone does it differently
The same task is done three ways depending on who is at the desk.
Know-how lives in people’s heads
When someone is out or leaves, the work slows down or stops.
Audits become a hunt
Proof of how and why something was done is hard to find when it matters.
What we deliver
What you get at hand off.
Deliverables depend on the work, but most engagements include these.
Role-specific SOPs
Written procedures for each role, in plain language, yours to keep, edit and use to train new staff.
Workflow diagrams
A picture of who does what, in what order, across the department.
Job aids where applicable
One-page checklists and quick guides for the steps people do every day.
How the work is done today
Each step as it happens now, with the gaps marked.
The simpler way we recommend
A clearer workflow, agreed with your team before anything is written.
How it works
Four steps, start to finish.
01
Hear the goal
We meet your leadership and the staff doing the work, and agree what success looks like.
02
Plan of attack
We assess the current workflow and write a plan with priorities, owners and dates.
03
Build and hand off
We write role-specific SOPs, workflow diagrams and job aids with your staff, train them, and hand everything over to keep for training new hires.
04
Technical assistance
We stay available for questions, tune-ups and the next phase, or as your technical advisors for a set monthly fee.
Outcomes
What changes for your team.
Before: Each person’s own method
After: One written procedure everyone follows
Before: Knowledge in a few heads
After: Steps written down by role, ready for training
Before: Findings at audit time
After: Work that is predictable and audit ready
Departments we cover
Any department, or the hand-offs between them.
Finance
Facilities
Construction
Development
Procurement
Property Management
Public Housing
Housing Choice Vouchers
Cross-Departmental Workflows
Our projects
SOPs & Workflow Assessments projects.
See all projects
Questions
Good to know.
How long does it take?
It depends on the department and how many workflows are involved. Your plan of attack sets the timeline and the hours we need from your staff, in writing, before work starts.
Who on our staff is involved?
A sponsor from leadership and the people who do the work every day. We write the steps with your staff, not about them. Meetings are short and scheduled around your operations.
What do you need from us?
Your current procedures and forms, access to the systems involved, and time with the staff who do the work.
How is it priced?
Two ways: a Fixed-Scope Assessment, a one-time project with a set list of deliverables, or Monthly Technical Assistance for a set monthly fee. We quote after the first call, invoice your agency, and work with your purchasing process, including purchase orders, quotes and RFPs. You can also pay by credit or debit card.
Do we need MABLE software?
No. Professional Services is separate from the MABLE software. You can hire us without using it, and we recommend tools on fit, including the ones you already own.
Will our agency be named?
No. Client work stays anonymous, and our write-ups name only the area and type of agency. We treat your records as confidential, access only what the work needs, and don’t keep copies of tenant or applicant data afterward.
Tell us your goal. We’ll come back with a plan.
Book a short consultation with Malcolm and Doug. We’ll listen first, then send a plan of attack.
Book a Free Consultation
