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Process Breakdown Podcast (audio)
Process Breakdown Podcast (audio)
100 episodes
1 day ago
CEOs, COOs, and Managers discuss how they systematize and streamline business processes to scale up operations in their companies. This podcast is brought to you by the team at SweetProcess.
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Management
Business
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All content for Process Breakdown Podcast (audio) is the property of Process Breakdown Podcast (audio) and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
CEOs, COOs, and Managers discuss how they systematize and streamline business processes to scale up operations in their companies. This podcast is brought to you by the team at SweetProcess.
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Management
Business
Episodes (20/100)
Process Breakdown Podcast (audio)
How JJC Law Leveraged Procedures to Create a Superior Work Culture
Last Updated on October 22, 2025 by Owen McGab Enaohwo











The founding attorney of JJC Law, Jeffrey Green, was passionate about helping people with accidental injuries resulting from negligence when he established his own practice nine years ago. He aimed to build a strong team with the right tools to deliver top-quality work.



In a procedure-driven legal industry, he leveraged SweetProcess, a workflow management software, to streamline operations, enabling him and his team to work more efficiently. 







Jeffrey Green, Founding Attorney






About JJC Law



JJC Law is a litigation firm dedicated to providing individuals and organizations with competent and ethical representation, backed by a proven track record of success. While it explores opportunities for negotiation and settlement, it has an expert team to pursue litigation in its clients’ favor rigorously.



Based in New Orleans, the firm specializes in commercial litigation, motor vehicle accidents, and insurance claims, among other areas of practice. Generally representing plaintiffs, it takes pride in being a premier firm with a proven track record.







Listen to the full podcast interview below







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The Struggle With Inconsistent Operations 



Having the best people for the job becomes counterproductive when they aren’t aligned on how to handle the company’s daily operations. Their individual approach to tasks may cause operational discrepancies. Jeffrey realized this early on as he launched his company. The lack of a shared understanding caused confusion and inconsistent performances.



There was also the challenge of answering numerous questions from teammates who were unsure about how to perform specific tasks. To address these issues, he sought a system that would enable him to document procedures in a centralized knowledge base, leading to his discovery of SweetProcess.







How JJC Law Resolved Operational Bottlenecks With SweetProcess



According to Jeffrey, he and his team have been using SweetProcess for the past five years, and it has been instrumental in their operations. He further discussed how the system has helped resolve operational bottlenecks and improved employee performance within the organization.







Procedure-Based Operations Culture



The quality of work employees perform depends on their knowledge, which is reflected in how they execute tasks. Jeffrey understood that he and his team needed the most effective procedures for every task to excel at their jobs. SweetProcess allows them to Show more...
2 weeks ago
15 minutes 55 seconds

Process Breakdown Podcast (audio)
How SweetProcess Positioned Market JD for 8x Growth
Last Updated on October 4, 2025 by Owen McGab Enaohwo











At a Glance: The Impact of SweetProcess on Market JD




* Reduced time spent onboarding new employees.



* Built a foundation to support an 8x growth target in the next five years.



* Created a clear knowledge base to train new hires faster. 



* Stopped the cycle of repeating instructions for the same tasks. 











Rafi Arbel, President of Market JD







Market JD’s Journey to Discovering SweetProcess



When Market JD was created, it wasn’t just another marketing agency. It was born out of a real problem that needed to be fixed. 



Back in 2009, Rafi Arbel, a trial attorney, observed that the options available to law firms in terms of digital marketing were limited. The industry was dominated by large marketing brands that offered little personalization and delivered subpar results.



“We started because we saw that the available choices for lawyers to do internet marketing weren’t always so personalized,” Rafi recalls. “And really, we thought that the results were subpar for what they had to work with.”



That realization gave birth to Market JD, Inc., an integrated search agency dedicated to helping consumer law firms stand out online. Sixteen years later, Market JD has grown to a 50-person team providing clients with tailored strategies across search, paid media, AI-driven visibility, and digital channels.



Their mission is simple. They connect law firms to the clients who need them most.



Ad: If you started your business because you knew you could do things better, you’ll relate to Rafi’s story. Now take the next step. Document your processes with a free 14-day trial of SweetProcess.







Watch the interview







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Strong Systems, but Something Was Missing



Like many scaling companies, Market JD had already invested heavily in systems. Their team used ClickUp to manage projects and workflows, from website development to campaign execution.



The process maps were detailed. When building a website, for example, Market JD tracked over 600 tasks from start to finish. Every step was templated in ClickUp, ensuring projects stayed on schedule.



So, when Rafi’s colleague Jeremy Wise suggested trying SweetProcess, he was skeptical.



“I thought we had it nailed down,” Rafi admits.
Show more...
1 month ago
11 minutes 38 seconds

Process Breakdown Podcast (audio)
How Profinium Bank Overcame Operational Bottlenecks Spanning Over a Century Through Effective Documentation
Last Updated on September 26, 2025 by Owen McGab Enaohwo











The inability of a business to operate optimally due to the absence of certain employees is a significant red flag. Jeremiah Gaul, president of digital banking and mortgage at Profinium Bank, encountered this issue when he joined the company several years ago.



To reduce the business’s dependence on individual knowledge, Jeremiah aimed to implement a robust workflow management system. However, he found that most tools didn’t live up to their claims. He was delighted to discover SweetProcess, which exceeded his expectations with its effective documentation, centralized knowledge base, and ease of use.







Jeremiah Gaul, President of Digital Banking and Mortgage






About Profinium Bank



Profinium Bank is a financial services provider based in southern Minnesota. Founded in 1875, it offers a range of solutions, including deposits, loans, mortgages, insurance, and investments. Guided by its core values of prioritizing people, the community bank has supported locals in reaching their goals through specialized packages and wealth planning initiatives for 150 years. It stays dedicated to working with its customers to provide customized services that meet their needs and those of the community.







Listen to the full podcast interview below







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Struggling With Outdated and Inconsistent Documentation



Every organization’s worst nightmare is inconsistent operations. Using Word documents to document procedures and accessing them was challenging, making it difficult for Jeremiah and his team members to stay on the same page. The effectiveness of those documents depended on having the right people constantly updating them, which they hardly did.



Teammates took a proactive approach by printing out the procedures and keeping the hard copies on their desks. 








“People would be following a procedure that was probably updated…no one was using the same thing consistently,” Jeremiah lamented.








Working with outdated documents harmed their operations. The discrepancies impacted employee performance and the onboarding of new hires, as they were trained on obsolete procedures, exposing the business to serious quality assurance issues.







Significant Benefits of Implementing SweetProcess



Having worked with workflow software in his previous job, Jeremiah was confident that their operations needed urgent improvement. He was eager to implement a tool even better tha...
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1 month ago
12 minutes 18 seconds

Process Breakdown Podcast (audio)
How 2050 Partners Doubled Its Size With SweetProcess
Last Updated on August 2, 2025 by Owen McGab Enaohwo











The Impact of Implementing SweetProcess at a Glance








* Scaled from 15+ to 40+ employees in under 5 years



* Centralized documentation across HR, IT, and operations



* Cut employee onboarding time by more than 50%



* Created a self-service knowledge base used daily by the team



* Freed up leadership hours to focus on growth and client delivery








Get the same or even better results for your business. Take the first step by signing up for a free trial now, no credit card required.







Ted Pope, Founder & Principal of 2050 Partners






Want to hear Ted Pope’s whole story?







Listen to the full podcast interview below







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Building a Sustainable Future, One Energy Solution at a Time



While other founders built traditional consulting firms, Ted Pope set out to do something different. He assembled a team of out-of-the-box thinkers with one mission: to reshape the future of energy.



Co-founded by Ted and Whitney Pope, 2050 Partners is a professional services company specializing in decarbonization, energy efficiency, and regulatory consulting. Their clients, including utilities, governments, national labs, and nonprofits, rely on them to help solve some of the most complex challenges in the energy space.



This isn’t work that gets solved in a few calls and checklists. It requires deep research, cross-sector coordination, and a team that understands over 100 technical systems, from building codes to industrial appliance standards.



But with this complexity comes the need for structure. And as 2050 Partners grew, that structure was missing.







2050 Partners’ Reality Before SweetProcess



When the company was still a lean 15-person team, much of the administrative work, from HR to IT, subcontractor invoicing, and compliance, fell on the shoulders of a few individuals.



Processes were documented in Word documents and scattered spreadsheets. Onboarding new team members involved lengthy lectures from Ted and frequent back-and-forth emails. Delegating tasks to staff was risky, especially when procedures hadn’t been written down or were easily forgotten.







“As I get older, I get more forgetful,” Ted joked. “It became clear we needed to start documenting our procedures… You can’t do it e...
Show more...
3 months ago
21 minutes 59 seconds

Process Breakdown Podcast (audio)
How Consortium Private Wealth Resolved Decades of Tribal Knowledge by Streamlining Its Operations
Last Updated on August 2, 2025 by Owen McGab Enaohwo











A single decision can have a profound impact on a business. Robert Goudie, the founder of Consortium Private Wealth, struggled to manage his business processes in Microsoft Word. The documents were clunky, disorganized, and difficult to update due to the system’s limited features. This hindered employees from performing their jobs efficiently. But all of that changed when he implemented SweetProcess, an automated workflow management tool. 



SweetProcess helped the team eliminate significant operational challenges, including dependence on tribal knowledge and inefficient employee training, and increased efficiency across the organization.







Robert Goudie, Senior Financial Advisor of Consortium Private Wealth






About Consortium Private Wealth



Consortium Private Wealth is an Australian-based financial services agency. Founded in 1998 by Robert himself, the company caters to business owners, self-managed super fund (SMSF) trustees, and individual investors, helping people live financially comfortable lives while building wealth for the future.



Over the years, the organization has expanded to include more employees, such as financial advisers and business partners. Consortium Private Wealth has established itself as a leading financial services provider.







Check out the interview







.embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }







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Operational Setbacks of Ineffective Documentation



Documenting business operations in Word wasn’t much of a problem at first, when it was just Robert and a few employees. However, as the company began to grow and more procedures emerged, it became increasingly difficult to manage everything. 



“It was hard and boring to read. No one enjoyed creating those documents, let alone a new person trying to decipher what someone’s trying to explain,” Robert lamented.



Besides the tedious documentation, there was the challenge of operational knowledge being stored in employees’ heads and inaccessible when they were indisposed. This halted operations, negatively impacting the business. 



There was also hardly enough time to manually document emerging procedures as employees were preoccupied with operational business demands, mainly catering to clients’ needs. As the business expanded, already documented processes became redundant, and updating them was just as tedious as creating new ones. 



These and other challenges improved significantly when Robert discovered SweetProcess. Out of the options he tried,
Show more...
3 months ago
18 minutes 54 seconds

Process Breakdown Podcast (audio)
How Neave Group Outdoor Solutions Doubled in Size and Increased Their Effectiveness by Documenting and Implementing Better Systems
Discover How Neave Group Outdoor Solutions Doubled in Size and Increased Their Effectiveness by using SweetProcess to Document and Implement Better Systems.

Summary:
Neave Group Outdoor Solutions operates both in a B2C and B2B capacity and has 125
full-time employees. They create spaces for people to enjoy and entertain, use
for parties, and elevate the lifestyle of their clients.
For commercial clients, they offer landscape maintenance, snow removal, and holiday
decorating. They also maintain the safety of lots.
For residential clients, they offer high-end construction and maintenance services, including the installation of backyard swimming pools, patios, fire pits, decks, outdoor structure, lighting and event planting.
Neave Group Outdoor Solutions’ next big goal is to work on their business model and refine their systems as well as field processes.

Highlights of Results ClickFunnels Got from Using SweetProcess:
- Trains new hires more thoroughly and saves on labor costs
- Doubled in size and effectively manages a team of 125 with different needs
- Achieved greater efficiency overall and spends less time on tasks that don’t generate value
- Offers a better service to their clients

https://www.sweetprocess.com/how-neave-group-outdoor-solutions-doubled-in-size-and-increased-their-effectiveness-by-documenting-and-implementing-better-systems/
Show more...
5 months ago
13 minutes 59 seconds

Process Breakdown Podcast (audio)
How the Business Success Consulting Group Helps Business Owners Achieve Their Dreams of Freedom and Peace of Mind.
Discover How the Business Success Consulting Group Helps its clients Achieve Their Dreams of Freedom and Peace of Mind by using SweetProcess to document their clients' procedures, processes and, policies!

Summary:
Business Success Consulting Group is a B2B consultancy dedicated to identifying, creating, documenting and implementing processes, procedures, and policies for companies across a variety of industries. They help clients improve profitability and efficiency, get teams on the same page, train effectively, and reduce employee turnover.
Business Success Consulting Group doesn’t necessarily use SweetProcess to systemize their own consulting activity. They help other companies implement it to optimize their businesses.
Their next big goal is to continue to help as many businesses achieve their dreams as they can.

Highlights of Results ClickFunnels Got from Using SweetProcess:
- Helped companies across a wide array of industries successfully systematize their businesses to run more efficiently
- Helped a construction business owner radically reduce his commitments from 60 hours per week to traveling the world and spending more time with his family

https://www.sweetprocess.com/how-the-business-success-consulting-group-helps-business-owners-achieve-their-dreams-of-freedom-and-peace-of-mind/
Show more...
5 months ago
12 minutes 6 seconds

Process Breakdown Podcast (audio)
How ClickFunnels Braved the Storm of a Hyper-Growth Phase.
Discover how ClickFunnels Braved the Storm of its Hyper-Growth Phase by using SweetProcess to document their procedures, processes and, policies.

Summary:
ClickFunnels makes it simple for any entrepreneur to build their own marketing funnels in just minutes. It is primarily a B2C company with some leanings toward B2B. They have 350 full-time employees. They also help entrepreneurs set up their websites and sales funnels to generate leads and sales for their products and services..


Highlights of Results ClickFunnels Got from Using SweetProcess:
- When the company grew from 100 to 350 employees in a hyper-growth phase, they were able to effectively train and onboard new hires and cut down on training time by two to three weeks.
- Cut down on the time it takes to create procedures.
- Retained their creative “idea” culture while increasing efficiency.

https://www.sweetprocess.com/how-clickfunnels-braved-the-storm-of-a-hyper-growth-phase/
Show more...
5 months ago
20 minutes 10 seconds

Process Breakdown Podcast (audio)
How DFK Hirn Newey Conquered the Chaos of Technological Overload.
Discover how DFK Hirn Newey a Chartered Accountant firm Conquered the Chaos of Technological Overload by using SweetProcess to document their procedures, processes and policies.

Summary:
DFK Hirn Newey is a B2B company with 30 full-time employees in the financial and professional services space. This accounting firm is made up of consultants and business advisors who help solve the varied issues related to accounting, taxation, and information technology their customers come to them with.

The company’s next big goal is to get all their software applications talking to each other and working seamlessly. This will improve the company’s overall efficiency.


Highlights of Results DFK Hirn Newey Got from Using SweetProcess:
- Successfully implemented a complex software stack by documenting procedures and policies
- Created and implemented a company Notice Board that allows employees to see all important changes at a glance and radically cut down on the back and forth emails
- Got the highest ranking they could possibly get with their professional certification

https://www.sweetprocess.com/how-dfk-hirn-newey-conquered-the-chaos-of-technological-overload/
Show more...
5 months ago
28 minutes 5 seconds

Process Breakdown Podcast (audio)
How The Life Coach School Solved Their Employee Onboarding and Training Woes.
Last Updated on June 4, 2025 by Owen McGab Enaohwo








Summary:



The Life Coach School is a B2C
company with 12 full-time employees in the personal development space. They
offer a monthly membership program that teaches clients how to coach
themselves, manage their minds, and control their thoughts to create the
results they want in their lives. They also have a coach certification program
for people who want to become life coaches themselves.



The company’s next big goal is to make $100 million in revenue by 2028. The Life Coach School was first established in 2007.







Highlights of Results The Life Coach School Got from Using SweetProcess:



* Cut down on wasted time and productivity loss.* Simplified training to the point where employees can train themselves.* Streamlined their detailed selling process for all products.







Listen to the audio interview:











Remote Working Remorse



Kimberly Job is the executive director of marketing and customer support of The Life Coach School.







She’s responsible for ensuring everything works smoothly in the company and nothing gets missed.



Their company of 12 full-time
employees works remotely, which at times has been the culprit of costly
obstacles and mistakes. Specifically, they’ve experienced challenges with
training new employees due to communication and a lack of formalized
procedures.



And since team members had a lot of
knowledge in their heads that wasn’t documented, if they left the company and
moved onto a new position, the processes left with the employee.



Further compounding the issue was a
high turnover rate. In a fast-paced industry like personal development, many
employees simply don’t survive, and again take whatever they learned with them
without passing it on. So Job found that they constantly had to recreate processes
that either should have already been documented or had left with a team member.



But the trials didn’t stop there.
The company started growing at a rapid pace, and they tried to keep up by
giving each employee more tasks. They would speak individually with each
employee, meet with them, and train them on new tasks but this did not solve
the underlying issues.







Looking for Solutions



Job was clear that something needed
to change. She recounts a scenario in which a new employee was hired, and The
Life Coach School owner Brooke Castillo told the new hire’s manager not to
communicate with him in any other way besides video.



That was the start of something new, as the company started creating process videos for every task. Videos were stored within Basecamp, where all processes were documented. Job says,



“Video processes were helpful because the information was repeatable without managers having to repeat instructions to employees over and over.”



This, in effect, was the biggest cost of trying to systemize the company.



But there were still some
difficulties with their new system’s infrastructure. For one, it required that
team members sit through five- to 10-minute videos for every process they...
Show more...
5 months ago
10 minutes 20 seconds

Process Breakdown Podcast (audio)
How Awesome Dynamic Cut Down on Their Onboarding and Training Time by 50%.
Last Updated on June 4, 2025 by Owen McGab Enaohwo








Summary:



Awesome Dynamic is a B2B eCommerce consulting company with 20 full-time employees. They are an Amazon consulting agency that helps clients understand how to sell on the Amazon platform. They work with businesses of all sizes and manage their Seller Central and Vendor Central accounts as well as offer training.



Awesome Dynamic chose to work with SweetProcess to help identify and streamline their employee onboarding process. Now that this ‘Sweet Process’ is in the works they are looking forward to implementing our tools for every process and procedure that their company follows.







Highlights of Results Awesome Dynamic got from using SweetProcess:




* They cut down on onboarding and employee training time by 50%.



* It is easy to search and located the necessary documents as they are all in one place.








Listen to the audio interview:











Hurdles to Keeping Process and Procedure Documents Organized



Timothy Dworianyn is the senior Amazon consultant,











and Nicole Terborg is the director of marketing at Awesome Dynamic.











As a G Suite organization, they
were initially trying to use Google Sites and Google Docs to keep process and
procedure documents organized. But they quickly found that it was difficult for
their team members to search and find relevant information, as there was no
standardization.



Another effort to organize essential information for employees was to utilize Google Sites as an intranet option. What started out as a clear and organized operation turned into a struggle because the staff all had a different method of documenting procedures and the most up-to-date documents weren’t all located on this site.




“There were a lot of different struggles with that platform,”




added Dworianyn.



Initial struggles included the time spent trying to keep all their documents organized. There was also low adoption and usage of the tool by employees. That was prompt to find a new solution instead of trying to solve problems on their existing platform.




“We couldn’t see ourselves scaling with the systems we were using,”




noted Dworianyn.







Why SweetProcess?



Awesome Dynamic’s biggest pain
point was constantly having to train new people on the same things over and
over.




 “We worked with different process consultants and understood that systematizing was a key part to us growing and expanding as a company,”




said Dworianyn.



Dworianyn and Senior Amazon Consultant Spencer Tintorri were tasked with finding a solution that was better than what they were using. They Googled solutions and read several blog comparisons. They narrowed their choices down to four tools, which they quickly whittled down to two—SweetProcess and P...
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5 months ago
15 minutes 8 seconds

Process Breakdown Podcast (audio)
How Wistar Group tamed the chaos of flawed processes and saved $87,000.
Summary:
Wistar Group is a property management company in the B2C and B2B space, dedicated to the efficient management of maintenance and work tickets.

Anequim is a subsidiary of Wistar Group and is a B2B company offering back-office support for other property management companies.

Combined, the two companies have 235 employees.

Wistar Group is looking to triple the size of their company in the next five years. Anequim is looking to bring on three more services for efficient back-office support, such that property management companies can make more money the moment they begin using Anequim.



Highlights of Results Wistar Group got from using SweetProcess:
- $87,000 efficiency savings from having processes and procedures
- Employees now follow written procedures rather than verbal instructions, improving efficiency and cutting down on mistakes
- Wistar freed up their President to work on the business rather than in the business

https://www.sweetprocess.com/how-wistar-group-tamed-the-chaos-of-flawed-processes-and-saved-87000/
Show more...
5 months ago
23 minutes 20 seconds

Process Breakdown Podcast (audio)
How Simple Solutions cut the costs of constant mistakes and improved its service quality.
Summary:
Simple Solutions is a B2B consulting company that helps its clients in manufacturing, retail, and distribution improve their planning and scheduling processes in production and inventory management.

Based out of Colombia, the company has 13 employees. With clients in Paraguay and Ecuador, their goal is to expand into El Salvador and beyond.



Highlights of Results Simple Solutions got from using SweetProcess:
Reduced costs of making mistakes in their work and constantly having to redo tasks that were already completed
Improved internal processes for handling software, sales, proposals, accounting, and creating new servers
Created user manual for their clients using SweetProcess, helping them improve their production and inventory management

https://www.sweetprocess.com/how-simple-solutions-cut-the-costs-of-constant-mistakes-and-improved-its-service-quality/
Show more...
5 months ago
15 minutes 27 seconds

Process Breakdown Podcast (audio)
How Liston Newton Advisory streamlined its procedures and policies with SweetProcess to tame organization chaos.
Summary:
Liston Newton Advisory is a B2B financial service and accounting practice helping business owners grow and scale their companies by educating and advising them – backend accounting, payroll, taxes, and so on.

They have 30 employees with six offices across Australia, the Philippines, and India. Their next goal is to expand into all major cities in Australia, including Sydney and Brisbane.



Highlights of Results Liston Newton Advisory got from using SweetProcess:
Streamlined and organized their procedures and policies to make them easily searchable and tame the chaos of documents getting passed around the office
Faster onboarding for new team members to get them up and running quickly
Created oversight for their company in terms of procedures created, employee KPIs and tasks assigned

https://www.sweetprocess.com/how-liston-newton-advisory-streamlined-its-procedures-and-policies-with-sweetprocess-to-tame-organization-chaos/
Show more...
5 months ago
13 minutes 31 seconds

Process Breakdown Podcast (audio)
How the Emazing Group drastically cut down on hiring and training costs by using SweetProcess.
Summary:
The Emazing Group prides itself in powering self-expression through their apparel. Whether you’re a gamer or EDM raver, they want you to feel like a million bucks expressing who you are at the events you go to.

The Emazing Group operates as a B2C company in the eCommerce space and has 60 employees.

Highlights of Results the Emazing Group got from using SweetProcess:
They were able to organize all their processes in one convenient central location.
They were able to cut down on hiring and training costs because their process is now streamlined.
Team members are now able to share processes among each other. This means employees are empowered to cover for those who are absent without missing any important details.

https://www.sweetprocess.com/how-the-emazing-group-drastically-cut-down-on-hiring-and-training-costs-by-using-sweetprocess/
Show more...
5 months ago
8 minutes 7 seconds

Process Breakdown Podcast (audio)
How GDL Systems Obtained Consistent Service Delivery With Effective Documentation
Last Updated on May 28, 2025 by Owen McGab Enaohwo











Having envisioned growing your business for so long, it can be disheartening when the moment you’ve been waiting for finally arrives, only to realize that you weren’t fully prepared. Juan Pablo Roscoe, co-founder and CEO of GDL Systems, faced this challenge as he attempted to scale his business but encountered significant bottlenecks due to inadequate documentation. Determined to overcome this obstacle, he took action and implemented SweetProcess, a workflow tool designed to streamline business operations. Three years later, he’s grateful for that decision, as he and his team continue to experience smooth operations, seamless training, and consistent service delivery, among other benefits.







Juan Pablo Roscoe, co-founder and CEO of GDL Systems






About GDL Systems



GDL Systems is a Mexico-based marketing agency that assists businesses with selling products online. It specializes in creating e-commerce websites using Shopify and helps clients list their products on Amazon and Mercado Libre, a major online marketplace in Mexico. With a team of account executives, developers, graphic designers, and administrative staff, GDL Systems offers customized services for the expanding e-commerce sector in Latin America.







Watch the interview







.embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }







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The Pain Point of Poor Documentation



Documenting business procedures is not a new practice for many companies; they usually have some form of documentation tool. Juan and his team used Google Docs initially, but it became unsustainable as they attempted to scale their operations, especially as there was no consistency across the organization due to ineffective documentation in Google Docs.



“It’s very complex… You must choose the right folder in the Google Drive structure and use that template to document the procedure… There are several steps you can fail. You can put a document in another folder and lose it,” Juan laments.



Documenting procedures in Google Docs was tedious, and retrieving information was a pain. Team members were overwhelmed by the system and didn’t use it much. Consequently, they often worked without standard procedures, which led to errors that affected service delivery consistency. Failing to address this issue could jeopardize the company’s existence.







How SweetProcess Improved Daily Operations at GDL Systems



Show more...
5 months ago
22 minutes 41 seconds

Process Breakdown Podcast (audio)
How Interview Valet Solidified Its Workforce for Growth With a Centralized Knowledge Base
Last Updated on May 28, 2025 by Owen McGab Enaohwo











The founder and chief evangelist officer at Interview Valet, a podcast interview marketing service, Tom Schwab, helps businesses get featured in podcast interviews to reach their target audience. 



Managing the podcast interviews from start to finish involves many moving pieces, and things could easily slip through the cracks. Tom is keen on streamlining his business operations to prevent setbacks. Having tried some tools to no avail, he eventually improved his business operations with SweetProcess. 



Not only did SweetProcess enhance the organization’s workflow, but it also made its employees more efficient at their jobs. Tom tells us all about the experience in this case study. 







Tom Schwab, Chief Evangelist Officer at Interview Valet






About Interview Valet



Interview Valet is a concierge-level podcast guest marketing service that helps people and brands leverage podcast interviews to promote their products and services. They help authors, brands, coaches, and consultants get featured on select podcast interviews.  



The Michigan-based organization offers a white-glove solution that handles everything about the podcast interview while the guest focuses on showing up and speaking. To help clients get the most out of their interviews, the company provides guest training and interview preparation ahead of their interviews. 







Watch the interview



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The Pain Point of Tribal Knowledge



Tribal knowledge isn’t much of an issue when you have just a few employees in your company. Team members can ask their more experienced colleagues questions over their desks. But as your business grows and your staff base increases, sharing information over desks is no longer feasible. So, what happens when employees need to perform tasks they aren’t knowledgeable about? 



This was the problem that Tom experienced as he began to scale his business. Ensuring that his team members had the right information they needed at all times was a challenge.







“When you’re a company of one or two people, you don’t need a whole lot of processes. You just lean over and talk to the other person. But as we grew, the processes became more and more important, so we’re all doing the same thing. As we bring on team members, we can get them up to speed quicker and quicker,” Tom says. 







Tom and his team tried to document their processes in Google Docs and Asana to manage their growth,
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5 months ago
18 minutes 7 seconds

Process Breakdown Podcast (audio)
How Lawvex Empowered Its Employees for Growth by Creating a Centralized Knowledge Base
Last Updated on May 21, 2025 by Owen McGab Enaohwo











Gary Winter and Tisha English share a common interest in enhancing the operations at Lawvex, a full-service trust and estate law firm. Gary and Tisha, the Managing Attorney and Chief Operating Officer, respectively, were no strangers to implementing technology in their organization. But the basic tools they were using were inadequate for their operations.



As their business expanded, it became clear to Gary and Tisha that they needed a more solid tool to meet their growing operational needs. When they heard of SweetProcess, they were eager to try it out. The duo shared their experience of how SweetProcess helped them scale up and increase their team’s efficiency.










Gary Winter, Managing Attorney







About Lawvex



Lawvex is a full-service trust and estate law firm in California founded on the premise of making the law less frustrating for clients, lawyers, and staff. It runs a decentralized business model with a flexible work schedule for its partner attorneys so they can offer clients the best services possible. 



A data-driven firm, Lawvex operates on the six core values of speed, efficiency, value, education, compassion, and transparency for a satisfying and rewarding experience. It boasts of having highly experienced lawyers on its team that work around the clock to achieve favorable results for clients.



Lawvex leverages digital tools to streamline and automate its workflow so its team members can focus on delivering the best services to its clients. It currently has about 20 employees.







Watch the interview







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The Biggest Troubles of Inaccessibility and Inconsistency



Accessing information is an integral part of a law firm’s operations. With urgent matters and strict deadlines at hand, employees need work-related information instantly to keep the workflow running. Going through a pile of folders and Microsoft Word documents is a setback in such pressing circumstances.










Tisha English, Chief Operating Officer








“We’ve almost doubled in size in the last nine months. In the beginning, when there were just a couple of us, we would use a Word document. We had a special folder in Google Drive and stuff like that. And as we continued to grow, we realized the importance of people needing to be able to search for things when they have questions about specific things,...
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5 months ago
32 minutes 2 seconds

Process Breakdown Podcast (audio)
How CloudTech24 Strengthened Its Workforce With Effective Documentation
Last Updated on May 11, 2025 by Owen McGab Enaohwo











Andrew Dale is the technical director at CloudTech24, a managed IT services provider. He ensures that organizations get the utmost value from outsourcing their IT needs to his team so they can focus on the fine details of running their businesses. 



The services Andrew and his team offer are only as good as their own operations. CloudTech24 needed to standardize their processes for seamless operations. In a quest to improve their processes, they discovered SweetProcess. 



Andrew shares his experience of how SweetProcess hasn’t only helped streamline their operations but also enhanced his team’s efficiency. 







Andrew Dale, Technical Director of CloudTech24






About CloudTech24



CloudTech24 is a global, fully managed and supported IT services provider. Its team of technical experts offers 24/7 support to customers remotely to keep their IT infrastructure running continuously. 



Based in the United Kingdom, CloudTech24 operates on advanced cloud technology with strong security to prevent cyber threats. It adopts a proactive approach to identify opportunities to enhance its clients’ systems and resolve security, health, and performance challenges. 



The organization currently has about 25 employees. 







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The Biggest Pain Point  



As an IT services provider business, the team at CloudTech24 has always used technology in their operations. But they couldn’t achieve consistency across departments due to the limitations of the systems they were using. 




“The system that we used for most of our documentation before was specifically IT-related. It was only relevant to the service test team, and it didn’t make sense for other members of the business to have access to it. So we needed something that was a bit more overarching and generic in terms of its ability to deliver documentation and process for anything rather than just specifically IT-related issues,” Andrew laments.




Accessibility was another challenge they had with their previous system. They had a system they could only use on their service desk system. As the world embraced remote work more, it became obsolete.  




“We had a centralized documentation platform that people were able to access, but it was primarily service desk related. So it was purely for the IT team rather than the HR or sales guys or anybody else in the business. There were documents in SharePoint and places for people to go and find things, but it wasn’t as accessible or task-related as SweetProcess’s,” Andrew reveals.








Finding a Solution in SweetProcess



Businesses must continuously improve their processes to stay competitive. Understanding this concept, Andrew was keen on improving his organization&...
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6 months ago
13 minutes 57 seconds

Process Breakdown Podcast (audio)
How Mesquite Chiropractic & Injury Eliminated Decades of Inefficiencies in Months With Effective Documentation
Last Updated on May 9, 2025 by Owen McGab Enaohwo











Amber Lehmann, co-owner and manager of Mesquite Chiropractic & Injury, spent over two decades manually documenting procedures within her practice. She struggled to single-handedly train new employees from scratch whenever experienced staff resigned, due to the absence of proper documentation. 



Determined to improve business operations, Amber hired Jacki Morgan Hulm as chief operations officer. Jacki was instrumental in documenting the organization’s procedures in SweetProcess and would always refer team members to it for guidance. This led to them wearing T-shirts emblazoned with “It’s in SweetProcess” to celebrate her retirement last year.







Amber Lehmann, Co-owner and Manager of Mesquite Chiropractic






About Mesquite Chiropractic & Injury



Mesquite Chiropractic & Injury is an integrated clinic that combines conventional and complementary treatment methods for patients. Established 40 years ago, this Texas-based practice specializes in natural remedies, including chiropractic care, physical rehabilitation, and Platelet-Rich Plasma (PRP) therapy, among others. 



The clinic boasts experienced chiropractors and a family nurse practitioner who are dedicated to providing personalized care to meet the individual needs of patients, ensuring a speedy recovery. 







Listen to the interview







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Addressing the Major Challenge of Manually Documenting Processes



Although Amber and her team initially documented their procedures in Word documents, those documents proved to be unhelpful.









“I did Word documents, I typed it up, but it just wasn’t enough. We weren’t using them because they weren’t written well or in a usable format,” Amber says.

















The overwhelming volume of text made it challenging to locate relevant information. This situation made employees rely on Amber for answers, which became overwhelming.  Amber also experienced what she described as a “freak-out factor” when knowledgeable staff left the company.  The loss of critical company knowledge and the burden of training new hires from scratch fell on her shoulders.











“If somebody left, I didn’t know what I was doing for the next two weeks. My life would stop, and I would spend the next two weeks training someone,
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6 months ago
34 minutes 37 seconds

Process Breakdown Podcast (audio)
CEOs, COOs, and Managers discuss how they systematize and streamline business processes to scale up operations in their companies. This podcast is brought to you by the team at SweetProcess.