8d • Tips/Resources
When something breaks in a firm, we usually call it human error.
But most of the time, the real issue is the system.
If a process only works when:
- someone remembers the next step
- someone knows the unwritten rule
- or someone double-checks everything manually
…then the error isn’t a surprise. It’s built in.
Strong operations aren’t designed for perfect people.They’re designed for real humans.
That means:
- clear, documented workflows
- defined ownership (who owns what)
- built-in checks instead of constant vigilance
Here is a list of recommended workflows we put together to help advisory firms identify the core processes that should be documented and systemized!
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When something breaks in a firm, we usually call it human error.
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