Design the workflow
We begin by understanding the work itself: where the workflow starts and ends, which tasks repeat, what decisions need oversight, what hand-offs are currently messy, which parts are operationally expensive, and what a working result actually looks like.
Without this stage, teams end up with automations that produce output but don't fit the real operating model of the business.
A better system starts with a clearer workflow.
- 01Workflow map
- 02Role definition
- 03Approval logic
- 04Operating model
- 05Success criteria



