We read the process
We look at the trigger, systems, handoffs, review points, and the part of the workflow that is creating the most friction.
Workflow review
Show us where the handoff breaks.
Bring one process your team repeats often enough to resent. You do not need a platform recommendation, a diagram, or a polished requirements document—just enough context to understand where the work begins and where it gets stuck.
Start with the handoff
Which process makes your team carry the work?
A useful description can be plain language. For example: “When a new request arrives, we copy the details into two systems and manually chase approval.”
Helpful context: what triggers the work, who touches it, which tools are involved, what gets re-entered, what needs review, and where requests tend to stall.
What happens next
The first goal is to isolate one fixable handoff.
We use the workflow you described to decide what needs to be understood before anybody starts building.
We clarify the boundaries
If the process looks like a useful automation candidate, the next conversation focuses on missing details, exceptions, access, and what should remain human.
We define a first move
The next step may be an automation, an integration, a process simplification, or a recommendation to leave part of the workflow alone.
Before you submit
Three quick answers.
Keep the initial form useful and non-sensitive. We can establish the right access and communication path if the project needs deeper system detail.
What should I describe?
Describe what starts the process, what your team does next, which tools are involved, where people copy or chase information, and what “done” looks like. You do not need to design the solution.
Should I send screenshots or customer records?
Not through this form. Keep credentials, regulated data, and identifiable customer records out of the web form. We can establish the right channel before discussing sensitive implementation details.
Do I need to know which automation platform we want?
No. Choosing the platform before understanding the workflow can create unnecessary rework. Start with the process and constraints; the implementation layer can follow.
Want to see the format first?
See one broken handoff mapped and repaired.
The homepage handoff map shows the current manual transfers, the human decision that should remain, and the systems that update after approval.