Detailed business process reviews provides clarity around the responsibilities of each department as well as the integration between them. The resulting business process documentation is ideal for audit walkthroughs, training of new employees and ease of identifying duplicate or inefficient process within the organization.
Client
Midstream Pipeline
Challenge
A newly spun-off midstream pipeline company preparing for its first audit needed to prepare walkthrough documentation to support the recently formed business operations. The organization engaged Optimus to document the existing end-to-end business processes and propose key recommendations for future state growth.
Additionally, the client needed the processes to be scalable as more assets were acquired.
Solution
Optimus meticulously conducted deep-dive interviews with all functional owners and key stakeholders to gain a comprehensive understanding of the business processes. This thorough approach, conducted cross-functionally, allowed the team to identify areas where key processes were missing controls, duplicated, or not being done.
Optimus worked with and provided each functional process owner a documented “As-Is” of the current operations that included identification of key and operational controls that both existed or were missing. Additionally, Optimus was able to highlight where process enhancements were needed.
Result
The resulting documentation was meticulously prepared to be both internal and external “audit ready.” This comprehensive approach reassured the business owners, who were eager to build upon the work and utilize the final “business process binder” for training purposes with new hires. Optimus organized the business process flows and controls documentation in a manner that the Controller could easily refresh for the next audit.
