Clarify workflows

Understand and improve workflows

A task gets stuck. Information is entered more than once. An approval takes longer than expected. We examine situations like these together with the people involved. I make visible how work actually happens, where information is needed and which improvements are worth considering.

A task gets stuck. Information is entered more than once. An approval takes longer than expected. We examine situations like these together with the people involved. I make visible how work actually happens, where information is needed and which improvements are worth considering.

What we look at

  • What starts the task and what it is meant to achieve

  • Roles involved and handovers

  • Information, decisions and approvals

  • Exceptions, waiting times and repeated questions

  • Documents and systems in use

Outcome and next step

You receive a clear description of the workflow examined, including responsibilities, information and decision points. Open questions and differences between formal procedures and actual practice become visible. Together, we develop a reasoned next improvement. Some improvements only need clearer responsibilities or a better template. Other tasks may benefit from a digital tool or prototype.

A common question

Do we already need a process description or a full data export?

For a first joint process review, one concrete case with the people involved and the available documents is often enough. Additional data is agreed selectively. Automated analysis of large volumes of system events is a different scope and needs to be clarified separately.

CONVERSATION

Which workflow is on your team's mind?

Briefly describe where follow-up questions, waiting times or unnecessary extra work arise.