Inside a Bohaus Sprint: A Funeral Home

The situation

The client is an owner-led funeral home. One or two locations, the owner as a licensed funeral director, a second director, an office administrator, and part-time staff for services and transfers. Case management runs in software such as Gather, Passare or similar, often alongside paper folders. Death certificates go through the state's electronic registration system.

A family calls in the hardest week of their lives. They give the deceased's details to whoever takes the first call. They give them again at the arrangement conference. They give them again when the obituary is written, and again when someone confirms the flowers, the cemetery and the clergy.

Behind the scenes, nearly all of it runs through one director: the arrangement forms, the obituary draft, the vital statistics worksheet, the vendor orders. Evenings go to paperwork.

What the sprint finds

In Discover, we map a case from first call to final paperwork with the directors and the administrator, and list every form, every vendor and every time the same detail is written down.

The same information, including names, dates, places, family members and service choices, is entered in several places by several people. Some is typed into the case management software. Some is handwritten at the conference and typed later. The obituary is written from notes.

In Diagnose, a single family intake ranks first. It happens on every case, it takes director time that should go to families, and errors hurt when they reach a printed program or a certificate. It is also structured: the details are known and the forms are fixed.

Some things do not go on the list: the first call itself, the arrangement conversation, and anything that needs a director's judgment or a family's choice.

What it builds

In Build, we create one intake inside the existing case management software.

After the first call, the family receives a plain, gentle form they can fill in together at home, at their own pace, or complete with a staff member by phone. It captures the deceased's details, family members and preliminary wishes. Anything left blank is covered at the conference, in person.

From that one record, the system pre-fills the arrangement forms and the vital statistics worksheet for the director to check. AI drafts an obituary from the family's own words for them to edit and approve. Vendor orders for flowers, the cemetery, printing and clergy are prepared for staff to review and send. Nothing goes to the state, a vendor or a newspaper without a person reviewing it first.

Hand over

In Hand over, the administrator and the second director learn the intake in depth, including how to adjust the form and the templates. Part-time staff get a short session on finding case details. A playbook covers harder situations, such as a family that would rather not use a form, and names who owns the system.

The owner gets a dashboard of open cases, paperwork outstanding and vendor orders pending, plus a 30/60/90-day roadmap.

What changes

Families tell their story once. The arrangement conference spends its time on choices, not spelling. The obituary starts from the family's words. Vendor orders go out complete. The directors get evenings back, and errors on printed programs and forms become rarer.

The care stays where it was. The system handles the forms so people can be with the family.

What this means for your business

When the same details are typed in four places, the first automation is one intake that fills the rest.

For a funeral home, that is the family intake. For a home care agency, visit documentation. For a moving company, the walkthrough that becomes the quote.

That is a Bohaus Sprint: six weeks, fixed scope, four phases (Discover, Diagnose, Build, Hand over), and one live system inside the tools you already use, with a trained team, a playbook, a dashboard and a 30/60/90-day roadmap.