BuildTheProcess Talk Through Your Process Problem
Case studies

Different companies. The same problem.

How companies got hard-earned knowledge out of the right people and into guides their teams use.

Commercial HVAC/R

Growing fast. Falling apart behind the scenes.

The struggle

  • Everyone did the work their own way
  • New hires shadowed for weeks before working on their own
  • Questions and interruptions ate into everyone's day
  • Managers had no clear standard to hold people to

What they'd tried: A training platform. It sat mostly unused, because nobody knew how to get the knowledge out of people's heads.

What changed

Short interview sessions with the people who knew the work turned their answers into agreed-upon guides.

Where they are now

  • New hires learn from the guides instead of weeks of shadowing
  • Managers have a clear standard to hold people to
  • The team agrees on the best way to do the work
  • Answers live in one place the whole team can find

I was a little skeptical at first, but if you've been thinking about doing it, don't even think. Just jump in.

Matthew Gray, VP of Sales, Marketing, and Engineering
Home care

Some departments had novels. Others had nothing.

The struggle

  • Critical knowledge lived in a few people's heads
  • Documents were scattered across systems, or missing
  • Onboarding and cross-training were inconsistent
  • Leadership felt the strain as turnover risk grew

What they'd tried: A shared folder system. Everyone made their own folders, and information only got harder to find. They'd wanted to fix this for three years.

What changed

Interview sessions with the people who held the knowledge turned it, plus their existing documents, into one organized knowledge base.

Where they are now

  • New hires have one place to learn from
  • The team feels more confident in how the work gets done
  • Leadership can staff and grow with confidence

BuildTheProcess took what felt like an impossible project and made it not only achievable but genuinely transformative.

Rachel Harris, Director of Operations
Asset management

Everyone knew the work. No one could get it written down.

The struggle

  • The knowledge was there, held by the people who do the work
  • Getting it out of their heads kept stalling
  • Months of effort produced nothing usable

What they'd tried: Documenting the usual way, asking people to write down what they do.

What changed

The BuildTheProcess system was installed, and Atlas's own staff ran the guided interview themselves.

Where they are now

  • The knowledge behind the process was captured within two hours
  • Atlas's team ran it without relying on BuildTheProcess

I tasked my team with using this system and they captured the processes I'd been begging them to document in no time at all, without me having to oversee another ‘process project.’

Syana Segura, Director of Leasing and Property Management

Your process could be next.

Every installation starts with a conversation about the problem. If the system is not the answer, you still leave with direction.

Talk Through Your Process Problem