Start
Start with a diagnostic
Two weeks. We map how work runs today, capture a baseline, choose one measure and agree the first build. Fixed fee, agreed before we start.
What the diagnostic covers
Map the workflow, capture a baseline, pick one measure and agree the first build.
We confirm scope and access with your sponsor before day one.
Day by day
Day 1
Kick-off and access
Align on goals, people and systems. Confirm read-only access where we need it.
Day 2
Map intake and handoffs
Trace how work enters the firm and who touches it before delivery starts.
Day 3
Map documents and reporting
List the files, updates and reports your team relies on each week.
Day 4
Capture the baseline
Record how long key steps take today and where work waits on people or data.
Day 5
Review the map
Walk the workflow map with your sponsor and fix gaps while memory is fresh.
Day 6
Find bottlenecks
Mark the steps that slow quotes, delivery or client updates.
Day 7
Pick one measure
Choose a single metric we can track weekly. One number, agreed together.
Day 8
Prioritise the list
Turn bottlenecks into an ordered list of changes with effort and impact noted.
Day 9
Outline the first build
Draft scope, approvers and success checks for the first automation or Desk workflow.
Day 10
Readout and next step
You get the baseline, the prioritised list and the first build plan. You decide what happens next.
What we need from you
- A sponsor who can grant access and name approvers
- Read access to the inboxes, folders or tools we agree in scope
- Two working sessions with people who run the workflow day to day
- Thirty minutes twice in the two weeks for a progress check
What you get
- A workflow map your team can reuse
- A baseline for the measure you chose
- A prioritised list of changes with the first build scoped
- A written plan for weeks three onward if you want to continue
Fixed fee, agreed before we start.
No subscription during the diagnostic. Commercial terms for build and run come after, if you proceed.