Workflow Scan

One workflow scanned for AI leverage in 7-14 days.

Start with a 1-hour candidate read. If the workflow is strong enough, the scan maps it, redesigns it, and names where AI can prepare, act, escalate, or stop.

Workflow scan assessment document on a desk.

What We Assess

Current state

How the workflow really runs today, including delays, exceptions, and ownership gaps.

Target state

How the work should move after redesign, with gates, roles, and boundaries.

Action plan

What to change, build, stop, or clarify next.

What You Receive

Current map

The current state with handoffs, exceptions, and owners made visible.

AI leverage map

Where AI can prepare, check, route, draft, monitor, escalate, or stop.

Transfer package

Maps, decisions, boundaries, and next actions ready for the team.

Sample Artifact Pack

Candidate brief

Why this workflow is worth scanning first, and what would make it a bad fit.

Workflow map

Current movement across people, systems, approvals, exceptions, and waiting points.

AI action boundaries

Where AI may act, where people approve, and where work must stop.

Teaching notes

The pattern your employees can reuse when they redesign the next workflow.

How It Works

01

Candidate

Use one focused hour to decide whether the workflow is worth scanning first.

Candidate workflow reference image.
02

Map

Trace how work moves across people, tools, agents, approvals, and exceptions.

Map workflow reference image.
03

Redesign

Create the target flow, ownership model, approval gates, and AI-action boundaries.

Redesign workflow reference image.
04

Teach

Transfer the logic so employees can spot, split, and improve the next workflow themselves.

Teach workflow reference image.

Included

  • One workflow selected with your team
  • Stakeholder input and workflow review
  • Current-state and target-state maps
  • Decision, approval, and agent-boundary notes
  • Transfer package for build or handover

Not Included

  • Building software or agents
  • Migrating systems or data
  • A broad transformation program
  • Enterprise architecture redesign
  • Indefinite advisory work

Our Approach

Clarity before
AI action.

A scan prevents teams from placing AI on top of unclear decisions, hidden exceptions, and vague ownership.

Start with
one workflow scan.

If the candidate is strong, the scan turns it into a teaching surface for workflow redesign and AI placement.

Send a candidate workflow