Business Process Troubleshooting & Optimization

Common Problems

Big transitions often come with unexpected outcomes - broken workflows, slow handoffs, poor data & governance - creating process failure and bad reporting. Worse off, no one has the time to step back and zero in on the bottlenecks.

What Goes Wrong

• Process fragmentation resulting from poor ERP business logic creates a systemized version of bad behavior (e.g. PO matching rules in Procurement don't reflect how Finance closes the books)

• Broken handoffs (e.g. AP doesn't know when a PO has been received and Procurement doesn't see invoice mismatches until month-end)

• Core workflows are bypassed with workarounds - Excel trackers, email based approvals, etc. - because core systems don't talk to each other

• Poor master data with unclear ownership (e.g. supplier records duplicated, COA poorly mapped, inventory SKUs inconsistent)

Waypoint brings a diagnostic mindset to the chaos. We dig into your core business processes - not just where the symptoms show up, but where the real breakdowns and bottlenecks live. Then we redesign and rebuild workflows that work with your systems and for your people.

Typical Client Use Cases

Post-ERP Chaos

• The system is live, but now your teams are stuck doing double entry, manual rework, or bypassing it entirely just to get things done

Post - Carve Out Operational Gaps

• After a carve out from a large company, critical processes (like billing or procurement) are poorly documented and inconsistently executed, creating compliance and cash flow risks

Post - Growth Volume Overload

• Processes that worked at $500M break at $2B. Legacy or spreadsheet-heavy workflows buckle under increased volume, resulting in bottlenecks, rework, and frustrated end users

• Map out broken end-to-end processes across key business functions (e.g. P2P, month end close, vendor onboarding)

• Identify "chokepoints" where workarounds have replaced system workflows

• Find the broken data domains (vendor master, item master, COA) creating process failure and bad reporting

• Execute tactical data clean ups and define data ownership & governance

• Develop playbooks and job aids that match how work gets done now - not how it should work on paper

• Run hands-on testing of new processes and SOPs to validate changes before scaling

What We Actually Do

Common Outcomes

• 30 - 40% reduction in manual steps

• Clear, documented processes and procedures your teams will use

• Improved cross-functional handoffs and fewer dropped balls

• Real-time visibility into operational performance