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.
Process and technology assessment
Understand the process.
Choose the next step.
Before automating or building, find out where work gets stuck. An assessment organizes problems, dependencies, and improvement priorities.
Independent project / Assessment and action plan
Request map
Steps, owners, and decisions visible in a single workflow.
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Let's talk about this projectm.Map / Internal requests
Process overviewFrom intake to decision
Every step needs an answer.
Requests in scope24
Returned for changes8
Return rate33.3%
Steps mapped4
Requesting department
Request
Description, justification, and required attachments.
Decision at this step
Is there enough information to start the analysis?
Potential improvement
Define required fields and examples at the point of entry.
Demo sample · Recommendations are hypotheses to validate with the team.
The thinking behind the project
From context
to solution.
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.
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.
Independent project / Business services · Midsize business
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.
A scope tailored to you
What your project
can include.
Daily workflow review
Interviews, analysis of examples, and an inventory of the tools already in use.
Map and priorities
Steps, owners, rework, bottlenecks, and dependencies for change.
Improvement plan
Process and technology recommendations with criteria for deciding where to start.
How delivery works
Clear steps.
Shared decisions.
- 01
Observe the work
Gather examples and talk to the people who carry out the activities.
- 02
Map points of friction
Identify returned requests, gaps, and decisions without a clear owner.
- 03
Organize the next steps
Prioritize hypotheses and document what needs to be validated.
Before getting started
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.
Let's talk
Could a similar project
work for you?
Tell me how your operations work and what you would like to improve.