Where it starts
You probably know the process that needs attention.
Intake
The inquiry waiting to be copied into the CRM.
Quoting and invoicing
The quote retyped as an invoice.
Follow-ups
The follow-up that depends on someone’s memory.
Reporting
The report rebuilt from exports every Monday.
Those tasks interrupt the day and make the operation depend on people remembering every step.
The written scope
Know what the project covers.
Your scope sets out each of these before the work starts.
What it connects
The systems, information, rules and approval steps involved.
How it is tested
The conditions the workflow is tested against.
What it leaves out
Exclusions, third-party costs and what happens when a source system is unavailable.
What you receive
The documentation, training and ongoing support agreed for your project. Your agreement defines ownership of the workflows and the access delivered to you.
Next step
Start with one workflow worth fixing.
Lot Assistant and Paddock Mail show how we approach different operational problems. Review the cases, then tell us what happens in your business.