Find vetted advisors ready to help scale your operations, documentation, and team execution.
"Transforming complexity into clarity, one system at a time."
"Empowering your business with financial leadership."
"Eliminate Chaos. Gain Control."
"Driving growth & alignment through systems + execution."
"Free your mind, own what you know, train your team."
"Clarity. Consistency. Confidence."
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We help owner-dependent businesses become operating systems by capturing tribal knowledge into video training and SOPs that teams actually use. We do this through our proprietary approach:
"I'm Jim, owner of The Iconic frozen yogurt store in Chapel Hill, North Carolina. Our ongoing cycle of training employees took up so much time and bandwidth from the manager. It was incredibly frustrating. Then we got smart and engaged The Systems Effect. They put together a video training system covering everything from A to Z: how to deal with customers, how to open and close the store, how to make a frozen yogurt properly. Employees watch the modules, take a quiz, and it has dramatically improved their output. It's transformed the way we operate our business. Strong, strong recommendation. It is absolutely worth the money. Worth the time and the investment."
"As CEOs, we eventually reach a stage where growth exposes operational friction. Not because we lack talent, but because complexity outpaces clarity. That's where The Systems Effect team made a measurable difference for our organization. They didn't just document processes — they pressure-tested, refined, and operationalized them. The results were significant: turnover reduced by 40%, internal issues decreased by 25%, and leadership bandwidth redirected to customers. By the end of the engagement, this wasn't consulting. It was a collaboration."
"I can't tell you enough how The Systems Effect really helped me, helped my family, and our lives. It was a complete game changer for us. We had no processes, no procedures. Thanks to them, I was able to literally check my phone two times in a matter of two weeks and spend quality time with my family. It's been a game changer in my life and my family's life."
Schedule a free 30-minute strategy call to discuss your documentation goals with Derek.
Schedule a ConsultationWe help entrepreneurs get their knowledge out of their heads and into systems that make training, delegation, and growth easier. I learned this firsthand while building a shaved ice business in Nashville. As we grew, I found myself spending too much time training, struggling to keep everyone aligned, and constantly reinventing the wheel.
I also knew that if I ever wanted to sell the business, it needed to operate without relying on me. Documenting our processes changed everything. It freed me to delegate confidently, focus on higher-value work, and create a business that could thrive without my constant involvement.
That experience led me to found Untangled, where I help business owners build the playbooks they need to onboard and train effectively, keep teams aligned through change, and create self-managing companies that leave a lasting legacy.
When I am not working with clients, you will find me on my yoga mat, paddle board, or exploring the mountains.
"This is the best onboarding and training experience we have had at our company. My overwhelming feeling is relief. Using a playbook to execute our onboarding and training plan has given me more confidence than ever before that our new hires are getting what they need. With our recent two high quality new hires, we're training on skills and systems in Week 4 that we didn't get to until Month 4 in the past."
"The Untangled team helped us get the right things out of our brains so we can share it with our team. They pushed us to finish something we'd had on our to do list for over a year."
"There's no way we would have gotten our playbook to where it is without Untangled. They helped us get our thoughts in order, organize them, and share them with our team, crystallizing what our processes actually are. Now, we feel like we're on a roll and we're adding to our playbook every day."
Schedule a free 30-minute strategy call to discuss your documentation goals with Elizabeth.
Schedule a ConsultationWe help you solve your process issue in 9 days through our facilitated approach to gathering wisdom from your employees. Playbooks are delivered one week after your Process Optimizer workshop.
Created by former PF Chang's executive and Lean Expert Heidi Berger, together with a former Record-Holding EOS Implementer®, Process Optimizer® is a team of expert facilitators who will help your organization define, document and OPTIMIZE your Core Processes so you'll have consistent outcomes, happy employees, delighted customers, and dramatically increased profitability.
"I recently had an EOS® client in commercial construction who was working through the 3-step process documenter. The integrator who took the rock jumped at the chance to bring Process Optimizer 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. It was phenomenal, and they were blown away."
"Who knew documenting Core Processes would be so fun! The Process Optimizer™ was great and super-efficient. Our Certified Process Optimizer™ helped minimize what would take most companies 9-12 months of time into 2 days. I'm a huge fan of their work."
"Whichever system and process you teach/coach, I'm certain the work of Process Optimizer can enhance the experience with your clientele. They are experts at simplifying the process and establishing accountability to ensure the work done achieves the desired goal. Many of my clients have worked with Process Optimizer and not a single one has regretted doing so."
Schedule a free 30-minute strategy call to discuss your documentation goals with Heidi.
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I work with CEOs who haven't taken a real vacation in years without checking their phone — watching their kid's game while putting out fires from the sidelines and tired of being the glue holding it all together. I help uncover the knowledge that actually makes your business tick — the why behind what works — and turn it into clear, scalable systems that let your company run without you.
We'll work well together if you value someone who cuts to the heart of the issue, asks the right questions, and turns insights into action that strengthens your team and shapes your culture, not just another ignored SOP.
"Jasmine shows up with clarity, knows how to align the team towards a purpose, and navigates the tough moments of growth with empathy and wisdom."
"Jasmine worked with our team to establish clear accountability systems and streamline our processes across multiple projects. What impressed me most was her ability to create frameworks that ensured excellence in execution regardless of who was handling the task — this was critical for us as a growing commercial real estate company managing multiple properties and stakeholders."
"Jasmine shows up with clarity, knows how to align the team towards a purpose, and navigates the tough moments of growth with empathy and wisdom."
Schedule a free 30-minute strategy call to discuss your documentation goals with Jasmine.
Schedule a ConsultationRob Tokay is a dynamic and results-driven executive with over 15 years of experience in developing and leading organizations to achieve significant growth and efficiency improvements.
As a Certified Public Accountant (CPA) with a Master's Degree in Information Systems Management and specialized training in Lean Six Sigma, Rob combines his technical expertise with strong interpersonal skills to drive continuous improvement and motivate teams.
"It's been such a pleasure working with Rob on our books. As the back office administrator, I'm in charge of keeping everything clean and accurate — but I didn't realize just how many things were off until Rob stepped in. He didn't just fix the problems — he took the time to explain things and show me how to do it myself. I highly recommend Rob if you're looking for someone who's not only great at what they do, but also easy to work with."
"It's been wonderful working with Rob at KPC. He has been instrumental in helping us to streamline and comprehend our financial records, enabling us to run our business more efficiently. Thanks to Rob, we now have a clear understanding of our weekly revenue and expenses."
"We have been working with Rob at KPC for over 6 months now. It has been one of the best business decisions we have made. We have clarity with our numbers, data driven decision making support, clear reporting, and confidence in the initiatives we should prioritize for overall business health."
Schedule a free 30-minute strategy call to discuss your documentation goals with Rob.
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I help organizations turn vision into clear, repeatable action. Drawing on experience in training and development, coaching, IT operations, and executive support, I create practical playbooks that drive alignment, accountability, and results.
My approach combines thoughtful analysis, intentional design, and continuous improvement to help teams streamline workflows, clarify goals, and perform consistently.
What I Offer:
My focus is creating sustainable systems that help teams operate with greater clarity, consistency, and confidence.
"Victoria holds herself to high standards, ensuring everything she delivers is thorough, accurate, and beyond expectations. Her keen attention to detail means nothing slips through the cracks, and she's always on the lookout for ways to improve. Excellence isn't just a goal for Victoria, it's the way she works!"
Schedule a free 30-minute strategy call to discuss your documentation goals with Victoria.
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