Understand what to improve and where to start.

Find bottlenecks, organize priorities and define an improvement plan. An assessment for those who need clarity before choosing a solution.

What you receive

The proposal defines your deliverables, boundaries and acceptance criteria.

01

Daily workflow review

Interviews, analysis of examples, and an inventory of the tools already in use.

02

Map and priorities

Steps, owners, rework, bottlenecks, and dependencies for change.

03

Improvement plan

Process and technology recommendations with criteria for deciding where to start.

Explore applications of this service

Open a project to explore its workflows, rules and decisions.

01Procurement · Purchasing process

Mapa Compras

From requisition to receipt.

  • Processing and waiting time
  • Impact-and-effort prioritisation
  • Plan with owners
Open project ↗
02Distribution · Order fulfilment

Mapa Pedidos

From order to invoicing.

  • Processing and waiting time
  • Impact-and-effort prioritisation
  • Plan with owners
Open project ↗
03Services · Support centre

Mapa Suporte

From ticket creation to resolution.

  • Processing and waiting time
  • Impact-and-effort prioritisation
  • Plan with owners
Open project ↗
Explore more demonstrations

Request map

Steps, owners, and decisions visible in a single workflow.

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Let's talk about this project

From context
to solution.

01 / The problem

Where work gets stuck.

Requests pass through different departments, but information and decisions remain scattered. Incomplete requests are sent back, and it is not always clear who takes over next.

02 / The approach

How the project addresses it.

The map shows four steps and their decision points. Each step identifies who is involved, what information they need, and a potential improvement to validate.

03 / Validation

What needs to be checked.

Review the map with the people doing the work, test hypotheses against examples, and distinguish process changes from technology needs.

A simpler month-end close

An assessment of the path from receiving datasets to delivering the monthly report, focused on rework and dependencies between teams.

Observe

Document the files received, checks performed, and adjustments made during each close. Identify which steps depend on others being completed.

Prioritize

Distinguish issues with deadlines, quality, and business rules. Define owners, acceptance criteria, and a shared delivery calendar.

Plan

Develop an improvement plan: first standardize the inputs, validate the data, then assess whether to automate consolidation. Validate the hypotheses with the team.

Clear steps.
Shared decisions.

  1. 01

    Observe the work

    Gather examples and talk to the people who carry out the activities.

  2. 02

    Map points of friction

    Identify returned requests, gaps, and decisions without a clear owner.

  3. 03

    Organize the next steps

    Prioritize hypotheses and document what needs to be validated.

What we need to get started

A workflow to observe, the people involved and examples of inputs and outputs. The result is a process map and a prioritized plan; implementation is scoped separately.

Common questions.

Do I need to know which tool I want?

No. The assessment can start with the problem and identify whether the priority is to organize the process, improve the data, or build a solution.

Does the assessment include implementation?

The proposal defines the deliverables. Implementation can follow as a separate phase, with its own scope based on the priorities identified.

How are timing and cost determined?

After reviewing your goal, available materials and required integrations, I prepare a proposal with stages, timing and cost. Scope changes are agreed before implementation.

What happens after delivery?

Usage guidance and support terms are described in the proposal. Maintenance, enhancements and any recurring hosting, licensing or external service costs are defined for the solution.

Could a similar project
work for you?

Tell me how your operations work and what you would like to improve.

Let's talk about your project
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