A Workflow Assessment is an analysis which maps your current workflows and the interplay between people, processes and technology. It identifies current inefficiencies and opportunities for improvement. A report is submitted which highlights the current state, the desired state and key improvement initiatives to help you make the transition. The findings are unpacked during a debrief workshop where we refine and prioritise improvement strategies into a pragmatic action plan.

Inefficient workflows usually result in a lower than desired profit margin. Other common symptoms you may observe include:

• Strategy workflow – missing company targets, delayed execution of new strategic direction, declining or low revenue per employee ratios, lack of staff alignment.
• Customer workflow – low customer satisfaction or NPS, low sales win rates, increasing debtor days, staff struggling to find reliable internal data.
• Staff workflow – high staff turnover and absenteeism rates, increasing recruitment costs, low engagement scores, damage to your market reputation.

No, not at all. We recommend you complete the analysis which makes most sense for your business goals and challenges. If you are looking for a broader assessment of your internal operations consider our Productivity Pulse or the Productivity Diagnostic. Book a discovery call to evaluate what makes most sense for you or conduct our low cost, low risk Productivity Health Check to get started.

Turnaround time depends on the size and complexity of your organisation, but the average turnaround time is 2–4 weeks per assessment.

The Workflow Assessments as dive deep into one area (or workflow) in the organisation, whereas the Productivity Pulse and the Productivity Diagnostic conduct a more holistic, broader review of the organisation's internal operations.

If you know you would like to improve a specific workflow or have already identified you are facing challenges in a particular workflow (such as the way strategy flows to execution or the way customers flow from enquiry to delivery to payment), then the Workflow Assessments will be the best tool. If you are looking for an organisational wide view of your operational performance then the Productivity Pulse or the Productivity Diagnostic will be the best tool. If you’re unsure which option will best meet your needs, book a discovery call and we’ll help you evaluate what most sense.

In our experience, firm recommendations are often ineffective because they don’t take into consideration your context, constraints and complexity. Instead of providing rigid recommendations, we find it more effective to provide you with improvement initiatives for consideration. In the debrief workshop we help you evaluate these options and evolve the most relevant strategies—together—to meet your specific needs.

Fees for Workflow Assessment vary depending on the size and complexity of your organisation. Book a discovery call to evaluate the options and confirm the pricing for your organisation.

If the challenges you are facing align with our areas of expertise, we are able to provide you with assistance in implementing improvement initiatives. You can learn more about our implementation services here.