——Operations Consulting—-
We build the process infrastructure
that Survives Transitions
M&A Operational Readiness. Enterprise Process Documentation. GRC Advisory. Built for government agencies, healthcare systems, financial institutions, and PE-backed organizations navigating growth, compliance, or transition
My organization needs enterprise-grade
operations consulting.
You’re navigating an M&A transaction, a regulatory requirement, or an organization that has outgrown tribal knowledge. You need documented processes, a governance model, and a principal who has operated at this level.
✓End-to-end process design & documentation
✓BPM COE buildout & operating model
✓APQC process hierarchy & repository
✓Risk & controls documentation (RCSA)
✓Process-to-risk mapping
✓NIST, ISO 27001, SOC 2 alignment
✓Compliance readiness assessment
ENTERPRISE & GOVERNMENT
ENTERPRISE SERVICES >
Im a business owner ready to stop being the bottleneck.
Your business is growing but the systems haven’t kept up. Leads fall through the cracks, invoices sit unpaid, and every decision runs through you. You need operational infrastructure built to scale without you in the middle of everything.
✓90-minute Zoom workflow audit
✓1-page operations snapshot, scored
✓Revenue leakage estimate in dollars
✓3 "fix these first" action items
✓No pitch. No obligation. Just the truth
Growing Service Business
Explore Business Services >
WHAT WE DO
Whether you’re a government agency with nothing documented or a growing business that’s outpaced it’s systems — the discipline we bring is the same. The scope is what changes.
Four services lines. One Operational standard.
Service 01
Process Documentation & Framework Build
APQC-aligned process hierarchy, BPMN 2.0 process maps, SOP library, and governance model. Built for organizations with no documentation baseline — government agencies, healthcare systems, and mid-market companies facing compliance or transition events.
Service 02
M&A Operational Readiness Assessment
Operational due diligence, process maturity scorecard, key-person analysis, and integration roadmap. Built for PE sponsors, acquisition targets, and post-close integration teams who need to understand what they are buying — or selling.
Service 03
GRC & Compliance Advisory
Risk & controls documentation (RCSA), process-to-risk mapping, and alignment to NIST, ISO 27001, SOC 2, HIPAA, and OCC. For organizations preparing for regulatory audits or building their first documented compliance posture.
Service 04
Business Systems & Workflow Advisory
Operational audit, CRM and automation setup, workflow documentation, and Fractional COO advisory. For growing service businesses — law firms, medical practices, accounting firms, contractors — that have outpaced their systems and need infrastructure to scale without adding overhead.
ABOUT JOHN DAVIS
Enterprise-grade operations, for organizations at every stage.
I spent over a decade building systems inside large financial institutions — including Wells Fargo — managing workflows, implementing governance structures, and leading operational initiatives at scale.
I know what a business looks like when its systems work. And I know what it looks like when the owner is the only thing holding it together. I founded The Workflow Coach to bring that same institutional discipline to growing service businesses that can't afford enterprise consulting but desperately need enterprise thinking.
The problem is not your expertise or your market. The problem is that you're running the business on memory, email, and goodwill — instead of systems. I build the systems."
GET STARTED
Every engagement starts with
the first conversation.
We scope every project before we price it. Tell us what you are navigating and we will tell you exactly what the engagement looks like.
theworkflowcoach.com/start · Delivered same week · Full credit toward follow-on services