Business process audit: review one workflow.

What you receive after the review

This is a standalone, paid first engagement. We review 1 workflow from start to finish using up to 10 real examples, including errors and exceptions. The materials stay with you, even if your own team or another provider implements the changes.

• Map of steps, people, decisions and handoffs
• Working and waiting time measurements approved with you
• List of errors, rework, blockers and unnecessary steps
• Questionnaire findings across 6 areas, with evidence and missing information
• 2-page plan: first change, ownership and how to check its effect

Who takes part and how long it takes

We need the business owner or a person authorised to decide on the workflow, plus someone who carries out the work every day. We speak with both to compare assumptions with practice. Before starting, we agree on workflow boundaries, interview dates and the time participants need to set aside.

We deliver the report within 5 working days of receiving all agreed materials. Prepare up to 10 sample cases, relevant documents and any available time and rework records. If measurements are missing, we agree on how to collect them. We confirm that materials are complete and participants are available before the delivery period starts. Share only necessary information, with agreed access and unnecessary personal data removed.

Questionnaire: 6 areas to examine

24 questions structure the conversation. We check answers against examples and clarify differences between the owner’s and the operator’s perspectives together.

• Objective and boundaries: what starts the work and what outcome completes it
• Steps and handoffs: where cases wait or information gets entered again
• People and decisions: who acts, approves and resolves exceptions
• Information and tools: where current knowledge lives and who can access it
• Time and errors: working time, waiting time and rework
• Simplification and measurement: what to remove and how to evaluate the first change

How to read the score

We score each question from 0 to 3: no agreed rule, an informal rule, a written rule used in part, or a rule used consistently and supported by examples. Each area has 0 to 12 points. Missing information is marked for review.

A total of 0 to 72 points is reported once all questions have been assessed. 0-24 means rules and ownership need clarification. 25-48 points towards clearer handoffs and a first simplification. 49-72 supports considering a trial once measurements, errors and acceptance criteria are confirmed. The score describes how well the workflow is organised. Priorities also depend on impact and exceptions; a score does not promise savings or AI readiness.

What the report and plan contain

The report combines a workflow map, a time measurement table with examples and your approval, an error list and scores across 6 areas. It also records missing information. Measurements, estimates and assumptions are clearly separated.

Page 1 of the plan covers the objective, workflow boundaries, main blocker and steps to simplify. Page 2 sets out the recommended next step, owner, acceptance criteria, outcome measure and decisions needed before starting. The plan is an input to designing a change, including changes that need no new tool.

The first stage of Business Driven Development

Understand and simplify covers the first 2 steps of Daniel Siwek’s method and establishes a measurement baseline. The review plan becomes the input to Design. Later stages require a separate decision.

• 1. Understand, included in this program: examine objectives, people and the real workflow
• 2. Simplify, included in this program: identify unnecessary steps and clarify handoffs
• 3. Design: agree on the target workflow and acceptance criteria
• 4. Build: implement the agreed change and hand it to the team
• 5. Measure: compare the outcome with the baseline, then return to Understand

Possible next step: a pilot

Once a need is confirmed, we can separately agree on a pilot of 1 workflow, using AI if it is justified. Scope: 10 working days, 10 trial cases, human approval, 1 round of revisions and agreed outcome measures. Starting conditions are agreed before you commission it.

You can stop after the review and implement the plan independently. If you want to trial a solution, explore: AI implementation

Choose the right review

Understand and simplify examines work inside your company. The free visibility audit checks whether customers find you in Google and AI answers: visibility audit

Facing a broader problem and need priorities and an initial implementation scope? Choose a separately quoted sprint: process diagnosis

The AI use review organises tools already in use, data and working rules: AI use review