Know what to automate, what to keep manual and what to build first.
I review up to three business workflows and turn the findings into a practical implementation plan. This is a focused diagnostic for sales operations, client onboarding, knowledge workflows or creative production.
WHAT YOU RECEIVE
• Up to three process maps showing tools, data, handoffs and owners.
• A prioritised opportunity list based on impact, effort and dependencies.
• Data, access and operational requirements for the proposed solutions.
• Cost assumptions and a clearly scoped first implementation.
• A written report and one handover session.
HOW WE WORK
We agree the workflows, available evidence and decision-maker before starting. You provide process examples and access to the people who operate them. Findings are reviewed in one consolidated clarification round. Timing is confirmed after the brief and inputs are available.
SCOPE
One business unit, up to three workflows and one agreed tool landscape. Implementation, custom development, software subscriptions and ongoing support are scoped separately. This service does not provide legal or regulatory certification. Estimates state their assumptions; recommendations may include keeping a task manual.
Send a short description of your process, current tools and intended outcome to discuss scope and pricing.