Process Documentation and Reengineering in Customer Success

Documenting a business process can take many forms. However, coming up with a consistent approach to process documentation brings about many benefits for CS Ops managers. Pedro Candelas, Senior Customer Success Operations Manager at Elastic, is a former industrial engineer. Before becoming a CS OPS manager, he accumulated a decade of professional experience in documenting and optimizing business processes.

To learn more, download Pedro's slides here or watch this video, where Pedro shared his approach to documenting customer success processes. He shares examples, critics workflow diagrams, and shares his own templates.

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