Lucidchart consultants
We can help you automate your business with Lucidchart and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Lucidchart.
About Lucidchart
Lucidchart is a cloud-based diagramming and visual collaboration platform used by teams to map out processes, system architectures, org charts, network diagrams, and workflows. It supports real-time collaboration, so multiple team members can work on the same diagram simultaneously — making it particularly useful for cross-functional planning sessions where everyone needs to see and contribute to the same picture.
When organisations embark on automation or digital transformation projects, one of the first challenges is getting clarity on how existing processes actually work. Undocumented workflows, tribal knowledge locked in individual employees’ heads, and outdated process maps lead to automation efforts that miss critical steps or duplicate work. Lucidchart gives teams a shared space to document what exists today before designing what comes next.
Osher Digital uses visual process mapping as a foundational step in our automation engagements. Our business automation team works with clients to map current-state workflows before identifying where automation delivers the most value. When those diagrams reveal integration gaps between systems, our system integrations services connect the dots — turning a visual plan into a working automated pipeline.
If your team is planning an automation initiative or needs to document complex system architectures, combining Lucidchart’s visual mapping with expert implementation support accelerates the journey from diagram to deployed solution. Our AI consultants can help you move from process documentation to actionable automation roadmaps.
Lucidchart FAQs
Frequently Asked Questions
Common questions about how Lucidchart consultants can help with integration and implementation
What types of diagrams can you create with Lucidchart?
Can multiple people collaborate on a Lucidchart diagram at the same time?
How does Lucidchart help with automation planning?
Does Lucidchart integrate with other business tools?
Is Lucidchart suitable for technical architecture documentation?
Can Lucidchart diagrams be shared with external stakeholders?
How it works
We work hand-in-hand with you to implement Lucidchart
As Lucidchart consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Lucidchart with integrate and automate 800+ tools.
Step 1
Identify the Process to Map
Select the workflow, system architecture, or organisational structure you need to document. Start with processes that are being considered for automation or that involve handoffs between multiple teams or systems, as these benefit most from visual documentation.
Step 2
Gather Process Knowledge
Interview the people who perform the work daily. Collect details about each step, decision point, exception path, and system interaction in the process. Document inputs, outputs, and the tools or platforms used at each stage.
Step 3
Create Your Diagram in Lucidchart
Open Lucidchart and select an appropriate template or start from a blank canvas. Map out each step using standard flowchart symbols — rectangles for tasks, diamonds for decisions, and arrows for flow direction. Include swim lanes if multiple teams or systems are involved.
Step 4
Collaborate and Refine
Share the diagram with stakeholders who are involved in the process. Use Lucidchart’s real-time collaboration and commenting features to collect feedback, correct inaccuracies, and fill in gaps that were missed during the initial mapping.
Step 5
Identify Automation Opportunities
Review the completed diagram to spot repetitive tasks, manual data transfers between systems, approval bottlenecks, and error-prone handoffs. These are your prime candidates for automation and should be prioritised based on frequency and business impact.
Step 6
Use the Diagram as a Blueprint
Hand off the validated process map to your implementation team as the foundation for building automated workflows. The diagram serves as a shared reference point throughout development, testing, and deployment, ensuring the automation matches how the process actually operates.
Transform your business with Lucidchart
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Lucidchart consultation.