Hi hellench​! I always suggest that every business maps out their processes in one long flow from beginning to end. The two main ones that you will hear people talk about are 'order to cash', or as I say, 'lead to cash', and 'procure to pay'. This covers both the revenue and expense sides of a business.
Lead to cash should cover everything starting with a new lead in your system to when that client submits payment for product/service. You could take this one step further and call it a lead to review process but that's personal preference and really gets more into the nurturing side of things.
In terms of the "how", this is all personal preference. For me, I like to use a tool called LucidChart where I can lay our a diagram with boxes and visualize the flow while adding text, conditions, etc.
You'll find (if you haven't already) that within the overall process there are "micro-processes"; just don't get caught up in the weeds from the beginning. None of these should be static and will naturally evolve as the business grows and things change.
Once you have this complete then you can identify manual processes that are currently being done that are prime targets for automation or refinement. Start with the ones that if automated, modified, or eliminated would provide the highest ROI and then move on from there. One of the biggest inhibitors to growth is responding with "well that's the way we've always done it".
Hopefully this helps spark some thoughts on how you might go about this for your company. This is a great topic and I love talking about it so feel free to reply with any questions!
