Workflow Audit
Deep dive into a specific workflow that’s eating your team’s time. We document the current state, identify automation points, and design the target state with technical architecture.
You know what’s broken. You need to know how to fix it.
There’s a workflow in your operations that everyone complains about. It takes too long, involves too much manual work, and creates errors. You know it needs to change, but you need a proper plan—not another failed automation attempt.
Manual work that should be automatic
Your team spends hours on copy-paste, data entry, and reconciliation. It’s mind-numbing work that a computer should handle.
Errors and rework
Manual processes create errors. Errors create rework. Rework burns time and credibility with clients or stakeholders.
Tribal knowledge
The process lives in people’s heads. When someone leaves, you scramble. New hires take months to get up to speed.
Failed automation attempts
You’ve tried to automate before. Maybe a half-finished spreadsheet macro or an integration that never quite worked. You need it done right this time.
What you get
Complete workflow documentation and automation blueprint—ready for implementation.
Current State Documentation
Visual process map showing exactly how work flows today. Every step, every handoff, every decision point—documented and validated with your team.
- Process flowchart with timing and ownership
- System and tool inventory
- Data flow mapping
- Pain point catalog with severity ratings
Automation Analysis
Every step evaluated for automation potential. What can be fully automated, what needs human judgment, and what’s the ROI.
- Automation opportunity scoring
- Technical feasibility assessment
- Time savings projections
- Risk and dependency analysis
Target State Design
Blueprint for the automated workflow. Not just "use AI"—specific architecture, tool selection, and integration approach.
- Future state process map
- Technical architecture diagram
- Tool and platform recommendations
- Implementation roadmap with phases
How it works
Scope Definition
Day 1We identify the specific workflow to audit and align on boundaries. What’s in scope, what touches it, and who needs to be involved.
Current State Mapping
Days 2-4Shadow sessions with your team, system walkthroughs, and documentation review. We see how work actually happens—not how it’s supposed to happen.
Analysis & Design
Days 5-8We analyze automation opportunities, evaluate technical options, and design the target state architecture.
Blueprint Delivery
Days 9-10Presentation of findings and recommendations. You receive complete documentation and a clear implementation path.
Scope Definition
Day 1We identify the specific workflow to audit and align on boundaries. What’s in scope, what touches it, and who needs to be involved.
Current State Mapping
Days 2-4Shadow sessions with your team, system walkthroughs, and documentation review. We see how work actually happens—not how it’s supposed to happen.
Analysis & Design
Days 5-8We analyze automation opportunities, evaluate technical options, and design the target state architecture.
Blueprint Delivery
Days 9-10Presentation of findings and recommendations. You receive complete documentation and a clear implementation path.
TOTAL DURATION
1-2 weeks
YOUR INVOLVEMENT
4-6 hours of your team’s time
After the audit
You’ll have everything needed to transform the workflow.
Documentation that sticks
Your process is finally documented properly. New hires can onboard faster. Knowledge isn’t trapped in people’s heads.
Clear automation path
You know exactly what to automate, in what order, and how. No more guessing or scope creep.
Accurate ROI projections
Time savings and cost estimates based on real data, not vendor promises. You can make informed investment decisions.
Implementation-ready blueprint
Technical architecture and tool recommendations you can hand to a developer (us or someone else) and say "build this."
Investment
Fixed price for a single workflow. Complex or multi-workflow audits quoted separately.
Fixed Scope
1-2 weeks engagement — pricing discussed during consultation
WHAT'S INCLUDED
- Single workflow deep dive
- Stakeholder interviews (up to 4 people)
- Shadow sessions and system walkthroughs
- Current state process documentation
- Automation analysis and ROI projections
- Target state design with architecture
- Implementation roadmap
- Presentation and handoff
NOT INCLUDED (BUT AVAILABLE)
- Implementation of automation
- Multiple workflow audits (can be added)
- Change management planning
Document and design
Turn your broken workflow into a clear automation blueprint. Know exactly what to build before you build it.
No sales pitch. No pressure. Just an honest conversation about fit.