Workflow Discovery & Mapping
We analyze your current processes, communication flows, and tool stack to identify the highest-impact automation opportunities.
Workflows mapped
Time savings identified
Avg. engagement
Client satisfaction
What we deliver
Our Workflow Discovery & Mapping service helps you understand where automation can have the biggest impact. We work with your team to document current processes, identify pain points, and build a prioritized roadmap for automation.
1Process Analysis
- Workflow diagrams
- Pain point analysis
- Communication flow mapping
- Tool stack assessment
2Automation Roadmap
- High, medium, low ROI opportunities
- Prioritized use cases
- Implementation timeline
- Resource requirements
3Data & System Mapping
- Data dependency map
- System integration requirements
- Data quality assessment
- Technical feasibility analysis
How we work together
A proven approach that balances speed with thoroughness to deliver results.
Stakeholder Interviews
Meet with team members to understand current processes and pain points
Process Mapping
Document workflows, create diagrams, and identify automation opportunities
Analysis & Prioritization
Analyze ROI, prioritize use cases, and create implementation roadmap
Presentation & Planning
Present findings, align on priorities, and plan next steps
What success looks like
Clear Visibility
Complete understanding of current processes and bottlenecks
100% process coverage
Prioritized Roadmap
ROI-ranked automation opportunities with implementation timeline
3-12 month plan
Executive Alignment
Stakeholder buy-in on automation strategy and priorities
95% alignment
Ready to get started with Workflow Discovery & Mapping?
Let's discuss how we can help you achieve your goals.