Field Notes – Turning Process Into Product: How Interloop Standardize Delivery

When a tech-enabled services firm serving mid-market companies across the country recognized that its standard offerings were being delivered a dozen different ways, it saw more than inefficiency — it saw lost opportunity.

Interloop had the right people, the right clients, and the right service lines. But their delivery processes varied from project to project, leaving operational efficiency — and ultimately, revenue — on the table. 

Every engagement was well executed, yet no two looked the same behind the scenes.

They didn’t need a new tool or another headcount.They needed a clearer way to deliver what already worked.

That’s where Process First stepped in.

The Challenge

As a data and technology company, Interloop runs on precision. But even the most innovative teams can drift from consistency when growth outpaces process.

The company had five core service offerings that appeared across nearly every client engagement. Each was valuable — but each was being approached a little differently. Over time, those small variations added up: duplicate work, inefficiencies, and misalignment that slowed teams down.

Without a shared playbook, documentation was inconsistent and handoffs became difficult. Team members often relied on personal preferences or legacy habits, which meant no two projects followed quite the same structure. The result was extra time spent relearning codebases, filling in undocumented gaps, and trying to align with executive patterns that weren’t always visible to the broader team.

It also came at a cost. Without a standardized approach tied to the company’s modern technology vision, Interloop couldn’t fully leverage automation or AI-driven efficiencies — leaving real money and opportunity on the table.

What they needed was a proven, shared way of working that would bring clarity, alignment, and momentum back to every project.

Putting Process First

Process First was brought in to lead a kitting solutions engagement focused on standardizing Interloop’s core delivery processes.

Kitting is about turning process into product — documenting the steps, tools, and decisions that make a service successful so it can be repeated and scaled. It’s how we help teams move faster and with more clarity, without losing the human touch behind the work.

Working closely with Interloop’s leadership and subject matter experts, we led a series of mapping sessions to capture what each service line looked like in practice. 

Together, we outlined every stage — from scope and kickoff to delivery and closeout — identifying where things were breaking down.

From there, we built delivery kits for each service: living playbooks complete with process documentation, key checkpoints, and supporting templates. Each kit became a single source of truth for how Interloop delivers — consistent, clear, and scalable.

What We Tackled Together

• Created standardized delivery kits for each core offering

• Developed internal documentation to guide execution and delivery

• Eliminated redundancies and improved handoffs across teams

• Established a common operational language to align cross-functional groups

The goal wasn’t to over-engineer the work — it was to make the proven path visible, so every team could move through it with confidence.

The Outcome

With the kits in place, Interloop’s teams gained a shared rhythm. Work moved faster, onboarding got easier, and internal collaboration required less translation.

The company also gained stronger data for planning and forecasting. When processes follow the same structure, leaders can better estimate time, resources, and outcomes — and spot opportunities for improvement along the way.

Operational consistency didn’t just streamline delivery — it freed up capacity for innovation and got Interloop’s people back to the higher-level work that lit them up. It also helped translate the executive vision into reality, laying the foundation for the automation and scale that will carry Interloop into its next phase of growth.

Why It Mattered

Kitting created a foundation that helped Interloop scale with confidence. 

Standardized processes meant faster onboarding, smoother collaboration, and clearer visibility into the work ahead. It also set the stage for future automation — making sure the groundwork was in place before adding complexity. 

Just as importantly, the process built internal buy-in. By giving teams a clear framework and a way to share ideas for improvement, Interloop made this system something everyone could own — not just follow.

“At Interloop, precision and process are critical to how we grow. … [Process First] helped us tighten our delivery systems so our solutions are not just innovative, but consistently replicable. That clarity has been key as we continue to scale with confidence.”— Jordan Berry, General Manager

Final Thought

What made this project powerful wasn’t new software or sweeping change. It was capturing what already worked — and making it repeatable.

Because, at the end of the day, clarity in how you deliver creates confidence in how you grow. If your team is doing great work the hard way, it might be time to build your own kit.

→ Let’s talk about where to start.