Services / Workflow Discovery
Service 01 — the entry point
Understand the workflow before touching it.
Most automation fails because it automates the wrong thing. Discovery maps how your business actually runs — the people, tools, information, handoffs, bottlenecks, repetition and delays — and only then says what's worth automating.
What we analyse
Eight lenses on one operation.
People
Who touches the work, and where their hours actually go.
Tools
Every system in use — including the spreadsheet nobody admits is critical.
Information
What data exists, where it lives, and how many times it gets retyped.
Handoffs
Where work changes hands — the place processes silently die.
Bottlenecks
Where work waits, and what the waiting costs.
Repetition
Steps performed identically every time — automation's natural habitat.
Delays
Gaps between "ready" and "done", measured, not guessed.
Manual steps
Everything a human does that a human doesn't need to do.
Deliverables
You keep these, whatever you decide next.
Current-State Workflow
A diagram of how work moves today — often the first time anyone has seen it whole.
Bottleneck Map
Where hours leak, ranked by cost.
Automation Opportunity Matrix
Each opportunity scored by impact vs. effort — including the ones not worth doing.
Future-State Workflow
The target design, human approval gates drawn in.
Implementation Roadmap
Sequenced, costed, honest about dependencies.
Decision-grade clarity
Even if you never hire us again, you know exactly where your operation loses time.
Start here. Everyone does.
Fixed fee, 1–3 days of analysis, one document that pays for itself in clarity.
Request a Workflow Audit