Accelerating Strategic Alignment From Months to 20 Days
The Company
ProcedureFlow is a next-generation knowledge management platform that transforms complex text-heavy procedures into intuitive, visual process guides for contact centers and customer-facing teams, helping improve accuracy, compliance, and collaboration.
The Challenge
ProcedureFlow was operating in an increasingly competitive, AI-driven market and needed to sharpen its strategic direction. Its existing Vision and Mission no longer reflected where the company was headed, lead conversion needed to improve, and fragmented internal alignment was making it harder to move quickly around critical business priorities.
With high-stakes initiatives approaching, the company needed to align leadership, clarify its direction, and establish a stronger strategic foundation, without the months a traditional process could take.
The Approach
I designed and facilitated an accelerated strategic process to bring leadership and employees into alignment around where ProcedureFlow was headed and what the organization needed to stand for. The work connected the company's Vision and Mission to its broader growth strategy, product roadmap, and external positioning.
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Conducted executive and employee discovery to surface perspectives, priorities, and areas of misalignment
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Facilitated strategic alignment sessions to establish shared direction
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Refreshed the Vision and Mission to reflect ProcedureFlow's market position and AI-forward strategy
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Connected the work to broader growth, product, sales, and marketing priorities
The Results
The accelerated process created strategic clarity and alignment in 20 days, compressing work that would typically have taken two to four months.
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Strategic alignment achieved in 20 days, versus an estimated two-to-four month process
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New Vision and Mission established to reflect ProcedureFlow's market position and AI-forward stratey
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Greater internal alignment created to support faster decision-making
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Clear strategic foundation established for upcoming marketing, sales, product, and growth initiatives
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Scott Guthrie, Chief Revenue Officer - ProcedureFlow
Scott Guthrie
Chief Revenue Officer
ProcedureFlow
"Lisa was able to accelerate a process that would have taken us two to four months and turned it into 20 days. She helped us align quickly in a fast-paced, ever-changing environment where speed is critical."