Discovery & Workflow Audit
Understand the process before buying software for it.
- Category
- Automation
- Typical timeline
- 2-3 weeks
- Support included
- 30 days
What it is
A structured review of how work actually moves through your company, before any tool is chosen or anything is built. We map the route an enquiry takes from arrival to delivery, and find where it stalls.
Best used when
The problem is unclear, several departments are involved, or nobody agrees on which process should be fixed first.
What it looks like in practice
Map enquiry-to-delivery and identify delays, duplicate work and missing information
Estimate the time consumed, the systems involved and the smallest useful pilot
Review anonymised forms, quotations and spreadsheets as process evidence
What it connects to
No production integration required. Discovery is interviews, process mapping, a system inventory, a risk review and a conservative value estimate.
What you get at handover
You receive a workflow map, prioritised opportunities and a scoped build recommendation. The fee can be credited against an approved build started within 60 days.
What it looks like built
One enquiry, moving through the system.
This is the shape of most automations we build. Yours will differ in the details — but the approval gate is always there.
Channels
Agents
Your decision
Systems
Related