Field Notes - From Manual Chaos to a Seamless Training System for Global Managers

When a global organization asked how they could support over 1,000 people managers across seven offices - without ballooning their back-end ops team - they weren’t just looking for automation. They needed alignment, clarity, and a system that would scale with them. 

That’s where Process First came in.

The Client Challenge

The company was committed to ongoing training, support, and communication for its people managers - but the scale had outpaced the system. Every new cohort required manual scheduling, siloed communications, and coordination across multiple internal teams. It wasn’t sustainable.

They didn’t need more hands.They needed a better way to do the work.

Putting Process First

Through a fractional engagement, I partnered with the internal team to clarify what was working, where things were breaking down, and how to build a repeatable, lightweight system that didn’t rely on heroic effort.

This was about building trust across departments, aligning stakeholders, and translating an overwhelming process into something scalable.

What We Tackled Together

• Designed a repeatable training workflow and curriculum structure

• Automated key operational tasks: sign-ups, email correspondence, data collection, surveying

• Created alignment between stakeholders across offices and departments

• Developed a standardized onboarding system to support every new manager, no matter their location or start date

“The focus on operations optimization was unparalleled and participants reaped the benefits of this skill through the quality of content, clarity of process, and the overall operational excellence.”

The Outcome

• A fully automated, yet personalized, system for scheduling and manager support

• A cohesive training playbook that equipped internal teams to run the process moving forward

• Greater efficiency, consistency, and reach - without requiring a single new headcount

Why This Work Mattered

As a life-long learner myself, I loved this mission to support leaders across an organization - and I was thrilled to be part of the problem-solving around how to do it at scale. This is exactly the kind of challenge I love: when the root problem isn’t just “we need more people,” it’s “we need a better system” and then we get to better support the teams through fixing the process first.

Final Thought

What made this work successful wasn’t just better automation — it was clarity. Once we built alignment across teams and put a repeatable process in place, scale stopped feeling like a scramble.

If you're facing growth that your systems can’t support, let’s connect.