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  • More
    • Home
    • About
    • Services
      • Auditing
      • Analysis
      • Process Improvement
      • Special Projects
      • Flexible Support
      • Custom Software Solutions
      • Bookkeeping
    • Solutions in Action
      • Toll Analysis
      • Payroll Audits
      • Payroll Reconciliations
      • Process Documentation
      • Legacy Linux System
      • Cybersecurity Solutions
      • Subscription Licensing
      • Accounting System Setup
  • Home
  • About
  • Services
    • Auditing
    • Analysis
    • Process Improvement
    • Special Projects
    • Flexible Support
    • Custom Software Solutions
    • Bookkeeping
  • Solutions in Action
    • Toll Analysis
    • Payroll Audits
    • Payroll Reconciliations
    • Process Documentation
    • Legacy Linux System
    • Cybersecurity Solutions
    • Subscription Licensing
    • Accounting System Setup

SOP Creation and Training

Clear, comprehensive Standard Operating Procedures (SOPs) are essential for consistent and efficient workflows. By reviewing a process in detail, opportunities for improvement are identified and incorporated directly into the SOP.


A company was having trouble reconciling their Owner Operator fuel. Understanding how TMW processes through the Fuel Import, how it appears in TMW, and how those numbers compare to the Comdata fuel bill were issues.


  • Process Review and Improvements: SOPs are built on a thorough review of the process, integrating identified enhancements for greater efficiency. 
  • Providing the "Why": Beyond step-by-step instructions, each SOP explains the reasoning behind specific steps, offering deeper insights into how the Transportation Management System operates.
  • Detailed Documentation: Instructions are supported by screenshots from the system, ensuring clarity and ease of use.
  • In-Depth Training: Employees are trained through a hands-on approach—observing walkthroughs, practicing the process using the SOP, and refining it based on real-world application to ensure no gaps remain.


This approach creates SOPs that are not only actionable but also educational, empowering teams to work confidently and efficiently.

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kathleen@kasimcoxconsulting.com

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