Which workflow is it?
Describe the process in plain language and where it causes repeated effort, delay, uncertainty or rework.
Tell us which workflow creates the most repeated effort, delay, uncertainty or rework. It might be quotes, orders, purchasing, projects or service. You don’t need a finished brief, just the part of the business that takes more effort than it should.
Describe the process in plain language and where it causes repeated effort, delay, uncertainty or rework.
Tell us who does the work, who needs the information and who would help test a new approach.
List current applications, documents, spreadsheets, websites, devices or vendor platforms.
Name what you would measure: time spent answering status questions, items that stall, corrections or handoff delays.