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Building Your Business Function Chart with AI: A Guide to Business Function Charts Part 2 | CFC 283

📅 November 27, 2025 ⏱️ 41:22 🎤 Martin, Jeremiah

Chapters

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  • 0:00
    Business Function Chart Intro
    An introduction to business function charts, explaining that they map functions rather than people, and outlining the episode's focus on sales workflows.
  • 1:45
    AI Flowchart Creation
    The hosts demonstrate how AI, specifically Claude, can generate a detailed HTML flowchart of a sales workflow based on a previous conversation.
  • 7:59
    Sales Sub-functions
    Discussion on identifying core sales functions and their sub-functions, like prospecting, quoting, and collecting deposits, emphasizing the difference between checklists and SOPs.
  • 13:40
    AI Generates Sub-functions
    Using AI again, the hosts generate a list of sub-functions and their core activities for the sales department of the sprinkler business.
  • 23:20
    Refining Core Activities
    The hosts refine the AI-generated list of sub-functions and core activities, deciding which activities belong to sales and which need further detail or removal.
  • 31:49
    Core Activity Checklists
    Discussion about the importance of creating checklists for each core activity and using problems or constraints as triggers for developing these checklists.
  • 36:25
    Creating a Function Chart
    The hosts use AI to create a visual HTML function chart, similar to an organizational chart, but focused on sales functions and their associated core activities.
  • 51:13
    Function Chart Analysis
    Analyzing the generated function chart to identify areas of improvement and discuss how it helps understand business operations and resource allocation.
  • 58:55
    Future Steps & Software
    Looking ahead, the hosts plan to integrate the function chart with a Kanban board and explore how software and tech stacks can support these mapped functions.

Speakers

M
Martin
Host
J
Jeremiah
Host

Key Takeaways

✦

Use AI tools like Claude to generate detailed workflow flowcharts from your existing conversations, saving time and ensuring comprehensive mapping.

✦

Categorize your business operations into core functions (e.g., Sales, Production, HR) and then break these down into sub-functions to understand operational layers.

✦

For each sub-function, identify core activities, and develop checklists for these activities, using common problems or constraints as indicators for where checklists are most needed.

✦

Leverage the function chart to clearly define ownership of sub-functions and core activities, which helps in identifying capacity issues and improving accountability.

✦

Utilize visual tools like HTML-generated charts or PowerPoint presentations to make your function chart accessible and easy to update, rather than relying solely on project management software for initial mapping.

✦

Regularly review and refine your function chart, adapting it as your business evolves, to ensure it accurately reflects current operations and helps in strategic planning.

✦

Consider how your existing tech stack and software integrate with your mapped functions and activities, ensuring they support efficient workflow and data management.

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