Discover how we helped IT Consulting and Managed Services Provider transform their financial operations through intelligent automation, achieving remarkable efficiency gains and cost savings.
100% Success Rate
Technology Services
$3.2M
Scaling 18 → 35+
As the business expanded, cracks started to show. Inconsistent service delivery meant consultants used different approaches for the same services, leading to quality issues and rework. Unwritten processes existed where critical workflows lived only in team members’ heads, creating risk if anyone left. Slow onboarding meant new hires took 3–4 months to become productive due to lack of structured training. Quality gaps existed with no standardized checkpoints, so deliverables varied in depth and professionalism. Reinventing the wheel occurred where client onboarding processes were recreated from scratch every time.
We built a complete SOP ecosystem that could grow with the firm while ensuring quality, efficiency, and knowledge retention through client lifecycle documentation, service delivery SOPs, and employee enablement systems.
Client Lifecycle Documentation
Standardized onboarding, project kickoff, and delivery procedures with templates and quality checkpoints.
• Standardized client onboarding procedures
• Project kickoff and delivery templates
• Quality checkpoints and escalation paths
• Communication protocol documentation
Service Delivery SOPs
Wrote step-by-step procedures for each core service including IT audits, cloud migration, and security hardening.
• IT audit procedure documentation
• Cloud migration step-by-step guides
• Security hardening protocols
• QA checklists for consistency
Employee Enablement System
Created role-specific onboarding paths with learning milestones and launched a centralized knowledge base.
• Role-specific onboarding paths
• Learning milestones and certifications
• Mentorship system implementation
• Centralized knowledge base (Notion)
Client Satisfaction
Onboarding Time
Major Errors
Team Growth
“The SOP framework +sup created was the foundation for our successful scaling. We doubled our team size while maintaining our high service quality standards. New hires are productive in weeks instead of months, and our clients consistently rate us 95%+ for satisfaction.”
See how we can help you achieve similar results with our financial automation solutions. Schedule a consultation to discuss your specific needs.
