The Cash Flow Contractor

280 - Mapping Your Workflows with AI: A Guide to Business Function Charts

8 snips
Nov 6, 2025
Khalil and Martin dive into the importance of mapping business workflows, using a past sprinkler company as a case study. They break down the difference between org charts and function charts, highlighting how visualizing processes enhances management. Practical tools like Kanban boards and AI methods streamline workflow design. The discussion also covers lead qualification, job scheduling, and post-job follow-ups, emphasizing how structured workflows can transform chaos into clarity and scalability for small businesses.
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INSIGHT

Functions Over Org Titles

  • A business function chart maps functions rather than people to reveal what the business actually does.
  • Mapping functions starts with workflows that show how work flows through the company from lead to close.
ANECDOTE

Physical Kanban Table Worked Wonders

  • Martin describes a pre-software Kanban system using physical job packets on a table to track thousands of sprinkler installs.
  • The visual table let anyone see job order and status at a glance and kept the shop organized.
ADVICE

Map First, Then Build Kanban Pipelines

  • Map an exhaustive workflow from start to finish before simplifying stages for Kanban pipelines.
  • Then create multiple pipelines (sales, prep, execution, billing) that reflect related stages of that workflow.
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