Process Tactics
One flow from the first sales trigger to the final invoice.
Software should break down departmental silos, not enforce them. I map, streamline, and configure your end-to-end business processes so data moves effortlessly from the initial deal to the final invoice—ensuring your Atlassian stack actively drives your pipeline.
Engagement at a glance
Starts with
Process discovery
Typical length
2 to 6 weeks
Your effort
~3 hours a week (focused input)
Ends with
An optimized, connected workflow
Tactical approach
Four strategic moves that connect your end-to-end pipeline.
Value-stream architecture
I analyze your entire operational lifecycle—not just isolated departments—to design clean, seamless handoffs between sales, operations, and finance.
Cross-platform integration
Connecting Jira and Jira Service Management directly to your CRM and financial tools. Built with robust, automated bridges that eliminate manual copy-pasting entirely.
Bottleneck removal and automation
Replacing manual approvals and broken handoffs with intelligent routing, ensuring the right team receives the exact data they need, precisely when they need it.
Pipeline visibility
Real-time dashboards and executive reporting that give leadership single-pane visibility from the first customer touchpoint to the final invoice.
How it runs
A structured path to process alignment.
Each phase delivers actionable clarity and ends with a decision someone actually owns.
WEEK 1
Intake
Aligning on goals, project scope, and identifying the key owners for each step across departments.
WEEK 2-3
Discovery
Stakeholder interviews and system walkthroughs to map your current end-to-end workflow as it actually operates.
WEEK 4
Blueprint
Designing the target process, cross-platform integrations, and quick wins, prioritized strictly in order of business value.
AFTER
Implementation
Execution built by your internal team, executed directly by me, or co-delivered through an ongoing Support Tactics contract.
Typical effort from your team
~3 h / week (focused input)
Clear Ownership
You bring the key team members who know how the work really runs. I supply the methodology, the process map, and the actionable recommendations.
Every process engagement starts with a raw discovery. This guarantees advice built on how work actually flows, not on how the org chart assumes it does.
Tactical services
Select the service that fits your current stage, or start with an intake call and I will advise you on the best approach.
Recommended
Process discovery
A focused, fixed-scope analysis of how work flows from your initial sales trigger to the final invoice today. Delivered with a detailed process blueprint and prioritized improvements.
Interviews · Process map · Blueprint
Fixed price
Agreed after the intake call
Process advisory
Hands-on expert guidance as you build: workflow architecture, system integrations, automation, and reporting—tailored to the pace your organization can absorb.
Workflows · Integrations · Reporting
€100 / hour
Excl. VAT
Questions
The key questions that come up in nearly every intake call.
Map your value chain
Start with a process discovery: a clear picture of where work and money get stuck, and what to fix first.