Services
Workflow Reconstruction
Choose a task your team repeats, such as updating prices or passing orders to purchasing. We review how it is done, agree on a better process and build and test the tools it needs.
Improve one recurring piece of work
Workflow Reconstruction is our main service. We work with your staff on a task that takes too much time, needs repeat data entry or passes through several systems. The project covers the process and the tools needed to use it.
Good fit
- People copy the same orders, prices, inventory or supplier data between systems
- A spreadsheet or PDF is acting as the bridge between several tools
- Legacy software has no API, but the repetitive work around it follows rules
- A core-system change risks breaking workflows nobody has fully documented
- One employee holds too much operational knowledge in memory
How the project works
- Follow the work with the people doing it and review a few real examples
- Identify where information is copied, checked twice or lost between systems
- Agree on which steps a tool can handle and who needs to review the others
- Write down the new process, including exceptions
- Build the necessary automation, internal tool or connection between systems
- Test it against the source records and compare it with the old process
What you get
- The agreed process and instructions for using it
- The working tools built for the task
- Clear review points and instructions for exceptions
- A way to recover when a tool changes business data
- A recorded comparison: time taken, errors found, records handled or reconciliation results, as appropriate
Starting rule One workflow at a time. Fix the break before you buy more software.
A related project
Reconnecting sales and purchasing information — order information captured once, structured, and passed from sales to purchasing. About 67.7 hours a month of manual work removed Operating estimate
Questions
- Do we need to replace our current software?
- Usually not. We check what your current software can do first. We discuss replacement only if it cannot support the agreed process.
- How do you decide what to automate?
- Work that follows known rules — moving, matching, formatting, looking up, entering data — is automated. Ambiguous cases, exceptions, approvals and final accountability stay with people.
- Where do we start?
- Choose a recurring task that takes too much time or causes frequent mistakes. Show us how it is done and a few examples of the files or records involved.
Which task takes too much time?
Tell us how your team does it today and which software and files are involved. We can work through where a tool or a different process would help.
Discuss Your Project