Chaploop™ | Strategy | Check
Analyse how work really happens
You cannot fix what you do not see. In many organizations, processes look neat on paper but unfold very differently in practice. Workarounds, shadow processes, and unspoken habits quietly shape how things get done. That is why the first step in Chaploop is to check how work really happens.
By observing, asking questions, and capturing details, a baseline is created that reflects reality, not theory. This step often reveals surprises. People discover where effort is wasted, where tools are underused, and where frustrations build up. Without this clear picture, every improvement plan risks solving the wrong problems.
1. Map Processes
The first step is to document how work really flows. This includes both what a lead or customer experiences and what marketers and sales do daily. Campaign preparation, follow-up, and task handovers are traced step by step. The mapping shows official procedures alongside the workarounds people rely on, often revealing why results vary or why effort takes longer than expected.
2. Assess People
Processes only work when people use them effectively. Interviews and workshops uncover how confident teams feel, how well they understand the tools available, and where they rely on manual work instead of proper systems. This assessment highlights where enablement is needed and where hidden expertise could benefit the wider team.
3. Review Data & Tech
The final check is on data and technology. Accuracy, usability, and system connections are evaluated to see whether they support or slow down daily work. This review reveals issues that block progress and surfaces untapped opportunities to improve efficiency.
