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EOS® Pure

All Certified Process Optimizers™ are trained in EOS® and purely facilitate following The Three-Step Process Documenter™

Lean Lens

All Certified Process Optimizers™ are Lean Green Belts, bringing a Lean mindset to optimizing your Core Processes

Speed to Value

With our 2-Day, intensive workshop and 7-day document turnaround, together with ongoing coaching and support, we help you get to “Followed By All” faster and with less effort

Learn how the Process Optimizer™ can help your business strengthen the Process Component™ and get to Followed By All faster and with less effort from your team.

Why the Process Optimizer™


The Process Optimizer™ was born out of a frustration Certified EOS Implementer Michael Erath experienced when working with companies running on EOS® – procrastination when it came to strengthening their Process Component™.  After many years of helping companies implement EOS®, Michael discovered that there were two main reasons they were slow to define and document their processes:


1 – They struggled to find and prioritize the time to invest over the 2-3 quarters it normally takes to do it on their own

2 – They didn’t have somebody on their team who was a strong, “process-minded” person to lead the effort


To solve this problem, Michael called in his friend and Lean Expert, Heidi Berger, a Certified Management Accountant, MBA and Lean Green Belt, who in addition to years of Process work in both retail and distribution spent ten years at P.F. Chang’s as the VP of Planning and Analysis, VP of Financial Operations and Risk, and most recently VP of Business Transformation. Together, they spent several months building, refining and systemizing the Process Optimizer™.


How it Works


In the Process Optimizer™, you will normally accomplish in two days what typically takes two to three quarters to do on your own. As a result, you get to “Core Processes Followed by All” faster and benefit from a quicker realization of improved consistency and scalability.


During the onsite workshop, a Certified Process Optimizer will work with the Leadership Team members responsible for each of the core processes in a series of 90 to 120-minute sessions, together with a handful of your best employees who execute steps in their respective processes. In those sessions, the teams will be led through a mapping of the process, smoking out issues within the process, establishing ownership of the steps in the process, and assigning appropriate measurables for the process. From there, your Certified Process Optimizer will create a first version document of your core processes – your “Franchise Prototype” – and an Issues List by department for your teams to focus on inside their departmental meetings to further refine and improve their processes. All of this will be delivered to you within one week of the conclusion of your workshop so you can focus on getting your processes “Followed by All.”



After the documents are delivered, your Certified Process Optimizer will schedule follow up calls in 30, 90 and 180 days to answer any questions and to ensure that you are taking the appropriate next steps to get maximum value out of systemizing your business.

Key takeaways of the workshop are:


  • Efficient Generation of core processes – typically in just 2 days
  • Highlight gaps in current processes through a systematic approach
  • Expose conflict and silos across teams by identifying handoffs and key relationships
  • Opportunity for Leadership to observe key employees and their interactions with one another
  • Identify key “non-value” added activities and waste
  • Prioritize gaps in current core processes and key areas for improvement
  • Create deliverables and measurables for each core process
  • Draft Documentation of all core processes provided


“I recently had an EOS® client in commercial construction who was working through the 3-step process documenter and I presented the Process Optimizer™ workshop to see if they had interest. The integrator who took the rock jumped at the chance to bring Heidi in for the 2-day workshop. As the client was able to bring their teams together, they were able to document ALL of their Core Processes in 2 days AND identify opportunities for future improvement rocks. Instead of taking a few quarters to document their processes, they jump started the process and now had all of their Core Processes in hand and able to work on “followed by all”. They will get to mastery of the Process Component faster, allowing them to scale more quickly and achieve greater levels of profitable growth. It was phenomenal, and they were blown away.

When the opportunity presents itself I’m more than comfortable introducing my clients to Michael and Heidi. They are true professionals.”

Mark Stanley
Certified EOS Implementer™
Read the full letter here.

“As an EOS Implementer™, I have found the Process Optimizer™ to be a great resource to help companies get to 80% strong in the 6-Key Components™ of EOS by strengthening the Process Component™ in the shortest amount of time and with the least amount of effort. I will be gladly referring the Process Optimizer™ anytime I see a client struggling with their Core Processes.”

Chesky Brisk
Certified EOS Implementer™

“Roughly two years into our EOS journey, we had developed proficiency in most of the key components of our business but had failed to make any real progress documenting our core processes due to lack of time and expertise. We decided to engage the Process Optimizer™ to facilitate this project for us and were able to accomplish in two days what would have taken months if we had tackled it internally. The outcome was a clear mapping of all our major processes along with identifying areas of inefficiency and disconnects. The workshop also provided a list of process opportunities for improvement prioritized by potential impact on the business, which we have taken back to the teams to solve in our weekly Level-10 meetings. The Process Optimizer™ really exceeded our expectations.”

Jamie Gerdsen, President
Apollo Home

“We decided to engage The TRACTION Hub for their Process Optimizer™ because we knew we needed some outside help. Working with them was a great experience. Not only were we able to get through a lot of work quickly and efficiently, we found lots of gaps and misalignment in how things had been getting done and have now been able to solve those so that our processes are much better, and our business runs much more smoothly.”

Jarrod Hunt, Partner
Digital Current

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