Operations consulting for growing companies

The operation you need
for the business you are building.

We help mid-sized companies structure their operations, document key processes and adopt the right tools — with the personal attention a big firm can’t give you.

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5+
Years of consulting experience
Sales to
back office
We document the full operation, not isolated processes
7
Sectors served with concrete results
6–8
Weeks from kickoff to validated final project
The problem

Your company grew. Did its operating structure?

Mid-sized companies hit a critical moment: the operation that worked with 10 people no longer scales to 50. The problem isn’t the team — it’s that no one has stopped to formalize how the business actually runs.

The rigor of a specialized firm, with direct access to your consultant.

We stay with you at every stage of the project — from diagnosis to implementation.

01
Over-reliance on key people
When someone key leaves, critical knowledge walks out the door with them.
02
Undocumented processes
Everyone improvises. Quality varies — and your customers notice.
03
Blurry responsibilities
Tasks fall through the cracks because no one knows exactly who owns them.
04
Misused tools
Chaotic spreadsheets, WhatsApp as a management system, information scattered with no structure.
Services

Concrete solutions for your operation

Each service is designed to solve a specific problem and deliver tangible results.

01
Operational diagnosis
Analysis of your current operation to identify inefficiencies, bottlenecks and improvement opportunities. The starting point of every project.
02
Process documentation & standardization
We map and document your key operating processes using BPMN methodology, working side by side with your team. The result eliminates improvisation and critical dependencies.
03
Operational templates
Forms, checklists and work templates tailored to each process — so your team operates consistently from day one.
04
Operations manuals
Structured manuals with procedures, roles, BPMN diagrams and policies — ready for training and immediate rollout with your team.
Complementary services
Spreadsheet optimization
We restructure and simplify your spreadsheets into real working tools — clear, reliable and easy to maintain.
Management software implementation
We configure project and operations management tools around your workflow, so your team adopts them without friction.
AI advisory
We deploy AI agents to automate repetitive tasks. The most valuable AI doesn’t search for information — it executes processes.
Not sure where to start?

We start with a call to understand your situation. No forms, no decks — just an honest conversation about what your business needs.

Book a call
Method

How we work

Every project follows a clear process, with defined deliverables at each stage.

01
Initial call
We learn about your business and the problem to solve. We decide together if there’s a fit.
02
Discovery
Working sessions with your team to analyze the current operation and spot inefficiencies.
03
Proposal & agreement
A proposal with clear scope, deliverables, timeline and investment structure.
04
Project execution
We document, diagram and validate each process with your team in structured sessions.
05
Delivery & rollout
You receive the validated final product. We support implementation when needed.
Typical duration: 6 to 8 weeks · Defined deliverables at every stage
Why us
“The rigor of a specialized consultancy, with the attention of a firm that actually knows you.”

We work with companies past the startup stage that need a partner who deeply understands their operation — not a generic team applying the same templates to everyone.

Operations and technology as one path
Documenting, optimizing and automating are steps of the same process. We handle them as one.
Practical results, not theory
Concrete deliverables your team uses from day one. No decks that end up in a drawer.
A collaborative process
The project is built with you, not for you. Your team validates every deliverable before we move on.
BPMN — the international standard
Documentation under a recognized standard, readable by anyone on the team and built to scale.
Experience

Real projects, concrete results

Fitness · Multi-location
Operational standardization for gym strength classes

Diagnosis and documentation of 35+ key processes under BPMN to standardize the experience across locations. Included trainer recruitment and a structured training program.

BPMN Ops Manual Training
Fitness · Multi-location
Operations manual for administrative staff

Administrative operations manual for an efficient, consistent operation across locations. Included gap analysis, BPMN mapping and digital tool implementation.

BPMN Ops Manual Operations
Fitness · Boutique gym
Loyalty program design & implementation

Loyalty program to increase client retention, with reward mechanics and digital tools for execution. Designed to scale consistently across all locations.

Retention Loyalty Strategy
Retail · Footwear
Standardizing operations for a 15-store chain

Operations manual to unify processes across 15 points of sale using BPMN. Included implementation workshops and digital tool recommendations.

BPMN Standardization Retail
Marketing agency
Growth strategy: 5-year business plan

Comprehensive business plan built on a deep diagnosis. Included financial projections, new markets, sales process redesign and a roadmap with clear milestones.

Strategy Diagnosis Growth
Transport & Logistics · Freight fleet
Operational diagnosis of dispatch desk and expense control

Diagnosis of the trip settlement cycle under the principle "trip completed = trip settled". Included AS-IS process mapping, identification of bottlenecks between systems and an operational risk matrix, with recommendations for fleet expense control.

Operational Diagnosis Dispatch Desk Transport
Food Retail · Multi-location
Commercial diagnosis and implementation for a bakery chain

Analysis of sales databases, tickets and product mix to identify the drivers behind declining sales. Combined quantitative analysis with qualitative field research, validation of findings with leadership and a final phase implementing the commercial solutions designed.

Commercial Diagnosis Data Analysis Implementation
Fashion · Bespoke tailoring
Operations manual and RACI matrix

Documentation of the business’s key operating processes under BPMN, paired with a RACI matrix that precisely defines who executes, approves and is accountable for each activity — eliminating blurry responsibilities across sales, workshop and delivery.

Ops Manual RACI Matrix BPMN
Nonprofit · Educational social work
Process manual for a social assistance organization

Full restructuring of the operations manual of an education-focused nonprofit: redesign of existing processes under a consistent structure and development of six new processes from scratch, ready for team training and rollout.

Ops Manual Process Documentation Nonprofit
Recommended tools

What we use to do our work

We don’t recommend tools we don’t use. These are the platforms we run DP Consulting on and implement with our clients.

ClickUp
Try ClickUp ↗
Project & operations management
What it is

A work management platform where your team’s tasks, projects, documents and processes live. It replaces the chaos of spreadsheets, email and WhatsApp with a single, organized system.

How we use it

It’s where the processes we document come to life: we turn BPMN diagrams into real workflows with owners, deadlines and checklists the team uses daily.

Why we recommend it

It has the best balance of power and ease of adoption for companies of 20 to 100 people. If the team doesn’t adopt a tool, it’s useless — and ClickUp is the one teams adopt fastest.

Gamma Gamma
Try Gamma ↗
AI presentations & documents
What it is

An AI tool that generates presentations, documents and pages from text. You write the content, Gamma handles the design.

How we use it

We use it to produce the visual deliverables of our projects: diagnosis presentations, proposals and training materials. Time goes into content, not nudging boxes in PowerPoint.

Why we recommend it

It’s the perfect example of AI applied well: it automates a repetitive task (designing slides) and gives you hours back every week. Ideal for teams that present often and have no designer.

Transparency: the links in this section are affiliate links. If you sign up through them, DP Consulting may earn a commission at no extra cost to you. We only recommend tools we use in our own work.

FAQ

Frequently asked questions

Insights

Ideas to bring order to your operation

Coming soon
Processes
Signs your company needs to document its processes
Tools
Excel, ClickUp or ERP: what fits each stage
AI
AI automation: where to start without getting burned
Let’s start

Ready to bring order to your operation?

The first step is a conversation. Tell us about your company and we’ll prepare a proposal with clear scope, timeline and investment.

Or write to me directly at daniel.pena@dpconsulting.com.mx