Business Process Mapping & Systems Documentation Specialist

Objective of the Role Document how the business actually operates today by mapping processes, systems, data flows, and access points — including where information lives, how it’s accessed, and who owns it. This role will create a clear, navigable map of the business that leadership can use to: See gaps Reduce dependence on individuals Prepare for CRM / system implementation Support scale or transition Core Responsibilities Business Process Mapping Interview stakeholders to understand end-to-end workflows, including: Sales intake Customer management Distributor handling Pricing updates Reporting Create visual process maps (Lucidchart, Miro, Whimsical, etc.) Document: Inputs Outputs Decision points Hand-offs ️ Systems & Access Documentation Identify every system in use, including: QuickBooks Spreadsheets Shared drives (Dropbox / Google Drive) Email-based processes Document for each system: Purpose Where it’s accessed Who has access What credentials exist (no passwords, just ownership + login method) Information Mapping Link each process step to: Files Reports Tools Data sources Answer clearly: “If someone new joined tomorrow, where would they go to find this?” Deliverables Business Process Maps (visual) Systems & Access Register (tool, owner, access type) Data Location Index (what info lives where) Current-State Summary (gaps, risks, dependencies) Who This Role Is For This role is ideal for someone who: Has done process mapping / SOP discovery work Is comfortable asking uncomfortable questions Can work with incomplete or messy businesses Understands how ops, finance, and sales intersect Thinks in systems, not tasks Required Experience Business process mapping or operations documentation Tools like Lucidchart, Miro, Whimsical, or Visio Experience documenting systems and workflows Strong written documentation skills Nice to Have Operations consulting background Experience with SMBs or founder-led businesses Familiarity with QuickBooks and CRMs (at a conceptual level) Apply tot his job