01
Current process
A reconstruction of what actually happens now, including unofficial steps and workarounds.
What you receive
A clear diagnosis, with practical next steps.
The final PDF is typically 10 to 15 pages, depending on the process and the evidence supplied.
Current workflow
Enquiry
→
Manual check
Quote
→
Waiting
Priority actions
02
Friction and failure points
Where work waits, information disappears, customers chase or staff repeat themselves.
03
Risks and dependencies
What relies too heavily on memory, one person, unclear ownership or scattered information.
04
Future workflow
A simpler sequence with clearer stages, decisions, owners and completion rules.
05
Automation opportunities
What is worth automating now, later, keeping manual or removing completely.
06
First five actions
A prioritised starting point so the report does not become another ignored document.
Finding structure
Every finding is tied to evidence and action.
01
What is happening
The issue stated plainly.
02
Why it matters
The practical operational consequence.
03
What should change
A specific recommendation and priority.