01 / Start with the work
Choose one important workflow. Follow it from the first request to the final outcome with the people who perform it. Record the waiting, copying and rework before discussing new software.
- Name the process owner and business objective.
- Map handoffs, spreadsheets and manual workarounds.
- Record a baseline using observed work, not estimates alone.
02 / Map the system
Build an inventory of applications, integrations and data owners. Capture how information moves and where different versions of the same record appear.
- Identify the source of truth for key records.
- Review access, backups and recovery responsibilities.
- Document contracts, export options and dependencies.
03 / Make a decision you can explain
Rank findings by business impact, effort and operational risk. Separate immediate fixes from structural change and give each action an owner, a dependency and an acceptance criterion.
- Agree the next three priorities with business owners.
- Define evidence that will demonstrate improvement.
- Schedule a review after the first changes are in use.
Apply this to your business.
Use this as a starting point and adapt it to your systems, team and operating requirements.
Discuss your business