The Process Improvement Bundle | Process Finder, Fix It First, Change Adoption and SOP Kit

Find it. Fix it. Make it stick.

For finance teams, process owners and anyone asked to make a process faster without breaking it. It works whether the answer turns out to be AI, automation or simply doing it the same way every time.

THE ROUTE

1. Find it: work out which processes to automate, hand to AI, keep human or fix first

2. Fix it: find the rework and fix it at the root before you automate anything

3. Make it stick: land the change in the weeks after go-live

4. Write it down: turn the new way into an SOP and process map people can follow

WHAT'S INCLUDED

• The Finance AI Process Finder: an Excel workbook with 43 processes pre-loaded, a worked example, a 16-page guide and 8 discovery prompts

• Fix It First: an Excel tracker for rework, the fastest way to do each task and a 30-day check, plus a Word guide with a root cause worksheet and 5 prompts

• Change Adoption Guide: an Excel tracker for impact, readiness, adoption signals and feedback, a 7-page Word guide with 3 ready-to-send messages and 5 prompts

• The SOP and Process Map Kit: a guide, a Word SOP template with a swimlane map and 6 prompts

• Worked examples and blank versions throughout

Works with Microsoft Copilot, ChatGPT, Claude and Gemini. Built for Excel and Word. Instant download.

For use within one organisation. Please don't resell or share it publicly.

Save £16.97 on buying the four toolkits separately.