One workflow, about twenty minutes

Describe how the work
actually moves.

Pick the process that costs your team the most attention. We will ask about what starts it, where it waits, what breaks, and what is allowed to leave your environment. At the end you get a written summary of what you told us.

Looking for something shorter? The two-minute readiness check asks seven questions and answers straight away.

Step 1 of 7

The workflow

One process. Pick the one that costs you the most attention, not the one that is easiest to describe.

Whatever your team actually calls it. "Month end close", "new client onboarding", "PO approval".

Describe the shape of the work, not its contents. Do not enter passwords, keys or access tokens, client or patient names, records about identifiable people, or anything your organisation classifies as confidential or regulated.

The event that makes somebody begin. An email arrives, a deal closes, a date passes.

Describe the shape of the work, not its contents. Do not enter passwords, keys or access tokens, client or patient names, records about identifiable people, or anything your organisation classifies as confidential or regulated.

The outcome, not the last step. "The invoice is out and the ledger matches" rather than "we click send".

Describe the shape of the work, not its contents. Do not enter passwords, keys or access tokens, client or patient names, records about identifiable people, or anything your organisation classifies as confidential or regulated.

How often does it run?