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Build a business that runs without you in the room

Process consulting replaces people-dependence with system-dependence. We document how purchase, stores, payroll, sales and accounts actually work, redesign the steps that have gaps or a risk of leaking money, and write SOPs your team can follow — so the business keeps running when a key person leaves or you take a month off.

If the answer to 'how does this get done' is a person's name, that is not a process. It is a dependency, and it is the single biggest thing holding back most Indian businesses.

Knowledge that lives in one head, written down and distributed.

Your stores in-charge has been
with you nineteen years.

He knows where everything is. He has never written any of it down.

What happens the day
he does not come in?

Which vendor gives the best rate on castings, and who to call after 6pm
Which items are actually reordered at what level, whatever the system says
Which of last month's stock differences were real and which were counting errors
Which approvals are genuinely needed and which are just habit

We wrote it down.

Goods receipt, material issue, periodic counts, purchase approval limits — the processes that had only ever existed as one person's judgement.

Variances down 50%
Purchase cost down 8–10%
And a business that no longer holds its breath when someone takes leave.

What we document, and why those functions

We start where money and risk are concentrated. In an SME that is almost always the same handful of functions.

Each SOP is written as a short, readable document with a flow, a set of approval limits, the formats to be used, and one named role accountable for each step. Nobody reads a 90-page manual, so we do not write one.

  • Purchase. Vendor onboarding, purchase orders, approval limits, rate comparison and a real audit trail
  • Stores and inventory. Goods receipt, material issue, periodic counts and monthly reconciliation
  • Payroll and HR. Attendance, payroll processing, statutory filings, onboarding and full-and-final settlement
  • Sales and receivables. Credit limits, order acceptance, dispatch, invoicing and collection follow-up
  • Accounts and finance. Month-end close calendar, approval matrix, banking and reconciliation routine

What changes when the processes are written down

The immediate effects are practical: fewer errors, faster month-end, a cleaner statutory audit, and a promoter who stops being the approval bottleneck for routine decisions.

The longer-term effect is that the business becomes transferable — to a professional manager, to the next generation, to a buyer, or to a bank that is comfortable lending against systems rather than a personal guarantee.

  • Standardisation, so the same task produces the same result regardless of who does it
  • Faster onboarding — a new employee learns from a document, not by shadowing someone for three months
  • Fewer operational and financial surprises, because controls sit inside the process rather than after it
  • Better statutory and regulatory compliance, with evidence you can show an auditor
  • A real base for ERP implementation, because you cannot automate a process you have not defined

ERP: define first, automate second

Most failed ERP implementations in SMEs fail for the same reason — the software was asked to impose a process the business had never agreed on. We define the process, get it working on paper for a cycle or two, and only then configure it into the system.

We support ERP selection and implementation, and where a full ERP is too heavy, our own software may cover the stores and receivables side at a fraction of the cost.

Client Results

What this looked like in a real business

Client names are held back for obvious reasons.

Manufacturing · stores & inventory

Stock on the system never matched stock on the floor

What was wrong
No defined process for receiving, issuing or counting material. Mismatches were common and pilferage was a real risk.
What we did
Set up goods receipt notes, issue slips, periodic physical counts and a monthly reconciliation that someone is accountable for.

Inventory differences down 50% and stock records now trusted by the bank.

Manufacturing · purchase function

Every buyer was negotiating a different price

What was wrong
Purchases went through without a standard approval route, so the same item was bought at different rates and vendor selection was informal.
What we did
Wrote a simple vendor onboarding, purchase order and approval process, with clear limits for who can approve what.

Purchase costs down 8–10%, with a clean audit trail on every order.

What you get

  • Process documentation for each function
  • Written SOPs with approval limits and formats
  • Delegation of authority matrix
  • Risk and control review
  • ERP readiness and implementation support
  • Training for the teams who have to follow them

Manufacturing · stores and payroll

No defined process for receiving, issuing or counting material, and payroll run by hand. After new SOPs, stock differences fell 50%, full-and-final settlement errors were eliminated, and employee onboarding was standardised.

More client results

Questions we get asked

Our team already knows how to do their jobs. Why write it down?

Because knowledge that lives only in someone's head walks out of the door with them, cannot be audited, cannot be improved and cannot be scaled. Writing it down also exposes the disagreements — it is common to find three people describing the same process three different ways.

How long does an SOP project take?

Six to twelve weeks for the core functions of a single-location business. We do them in sequence, starting with whichever function is leaking most, so you get value before the whole project finishes.

Will our staff resist this?

Some will, at first, usually where the current informality benefits someone. We work with the team rather than around them, and we train people on the new process instead of dropping a document on them. Getting the promoter to visibly follow the process matters more than anything we write.

Does this help with statutory audit and compliance?

Substantially. Auditors test controls, not just balances. Documented processes with evidence of approval make statutory audit faster, reduce qualifications and make bank and buyer due diligence far less painful.

Start with a free 30-minute review of your numbers

Send us the last two years' balance sheets and the pain point that is bothering you most. We come back with things you can fix in the next quarter — no obligation, no sales deck.

CA Neel Shah
+91 93710 03780
CA Yash Patni
+91 83085 53339