04THE FIRST WORKFLOW
Choose the first workflow by burden and impact.
We begin with the work people perform today. Together we identify where time is lost, what outcome matters, which decisions need people, and what can be tested in a first implementation.
01 / FIND
Select work that repeats and affects the business.
Look at frequency, waiting, rework, quality, supply, and customer impact. Prefer a workflow whose before-and-after conditions can be observed.
- Intake, review, and approval
- Scheduling, supply, and delivery
- Records, reporting, and service handoff
02 / DESIGN
Define states, owners, data, and exceptions.
Map what triggers each step, what evidence is required, who is accountable, and where a case returns when it does not meet the expected conditions.
- Human decisions and review thresholds
- System connections and data ownership
- Escalation and recovery paths
03 / TEST
Use the workflow in real work, then decide what to expand.
Implement a bounded first version, observe the team using it, and refine the design before deciding whether to extend it to more locations or processes.
- A defined pilot boundary
- Measures agreed with your team
- A decision point for continuation or stop