Business Operations

Better systems. Clearer responsibilities. Less friction in the day-to-day.

Consulting with Wine helps organizations improve the processes behind how work gets done—from approvals and responsibilities to workflows, documentation, internal controls, and management systems.

Whether the problem is inefficiency, unclear ownership, inconsistent processes, or growth that has outpaced the systems behind it, the focus is on building practical operational structure that works in the real world.

Workflow & Process Improvement

Review how work moves through the organization, identify bottlenecks or unnecessary steps, and build more efficient workflows.

Approval Systems & Internal Controls

Strengthen approval processes, segregation of duties, documentation, and operational controls to reduce errors and improve accountability.

What We Can Help With

Strong operations depend on clear responsibilities, repeatable processes, useful documentation, and systems that make it easier for people to do their jobs consistently.

Roles, Responsibilities & Accountability

Clarify ownership, reporting relationships, approval authority, and who is responsible for key tasks and decisions.

Management Systems & Reporting

Build recurring management processes, reporting structures, meeting rhythms, and tools that give leadership better visibility into operations.

SOPs & Process Documentation

Create practical standard operating procedures, checklists, guides, and internal documentation that employees can actually use.

Operational Problem Solving

Step into specific operational issues, identify the root cause, and help redesign the process or system behind the problem.

Business Operations Health Check

Not sure where operational problems are coming from—or what should be fixed first?

The Business Operations Health Check provides a focused review of the systems, workflows, responsibilities, and management processes behind how your organization operates day to day.

We review areas such as:

  • core workflows and recurring processes

  • roles and responsibilities

  • approval structures

  • internal controls

  • SOPs and process documentation

  • management reporting

  • communication and handoffs

  • recurring bottlenecks

  • accountability gaps

  • systems that may no longer fit the organization

Starting at $1,500

What You Receive

Executive Summary
A clear overview of the organization’s current operating structure.

Operations Scorecard
A structured assessment of key workflows, controls, responsibilities, and management systems.

Prioritized Findings
Issues organized by what needs attention first.

Process & System Recommendations
Practical recommendations for improving efficiency, consistency, accountability, and visibility.

30/60/90-Day Action Plan
A realistic roadmap for addressing the highest-priority operational issues.

Final Findings Meeting
A review of the findings, recommendations, and next steps.

Typical delivery: 7–10 business days after requested information is received.

Ongoing Business Operations Support

Hands-on operational support for organizations that need stronger systems without adding another full-time leader.

Consulting with Wine can provide ongoing support to improve workflows, management systems, responsibilities, documentation, and the processes behind day-to-day operations.

The engagement can supplement existing leadership, help stabilize a growing organization, or provide structure while new systems and processes are being built.

Ongoing Support May Include

  • workflow and process improvement

  • SOP development and maintenance

  • role and responsibility clarification

  • approval processes

  • internal controls

  • management reporting

  • recurring operational reviews

  • meeting and accountability systems

  • process documentation

  • implementation support

  • cross-department coordination

  • special operational projects

Monthly engagements are scoped based on organizational size, complexity, existing resources, and the level of involvement required.

Focused Operations Projects

Not every operational need requires ongoing support. Consulting with Wine can also step in for focused projects when a specific process, system, workflow, or organizational issue needs to be addressed.

SOP & Process Documentation

Create practical SOPs, checklists, workflow guides, and internal documentation that give employees clearer direction and make recurring processes easier to manage.

Workflow & Process Redesign

Review an existing process, identify bottlenecks or breakdowns, and redesign the workflow to improve efficiency, accountability, and consistency.

Roles, Responsibilities & Approval Structure

Clarify who owns key responsibilities, who approves decisions, how work moves between departments, and where accountability should sit.

Management Systems & Operational Buildout

Build or improve recurring management processes, reporting structures, meeting rhythms, accountability tools, and the operational systems leadership uses to run the organization.

Projects are scoped and priced based on complexity, number of processes involved, documentation needs, and the level of implementation support required.