What the Workflow Diagnostic Delivers

End-to-end bottleneck map

A visual diagram of your workflow, showing exactly where time is being lost, where errors occur, and which handoffs create the most friction.

Automation feasibility report

A plain-English breakdown of which parts of your workflow can be automated, with which tools (VBA, Power Automate, Python, etc.) and at what complexity.

ROI estimate with projected savings

A concrete projection of hours saved per week, errors eliminated, and annual value recovered — the business case you need to move forward confidently.

Prioritised next steps

A clear, sequenced action plan — which quick wins to tackle first, which require more investment, and what to deprioritise entirely.

How It Works

Discovery call

A 60-minute deep-dive into your workflow — who does it, how often, what tools, what breaks. I ask the questions your team forgot to ask.

Analysis

I map every step, quantify the time cost of each bottleneck, and assess automation options against your existing tech stack.

Written report

You receive a structured PDF report within 5 business days — bottleneck map, feasibility assessment, ROI estimate, and next steps.

Debrief call

A 30-minute walkthrough of the report so you leave with full clarity, not more questions.

🛡️ My commitment

If the Workflow Diagnostic doesn't surface at least one process improvement worth pursuing, I'll refund the full $500. After years of mapping processes at Citi, J.P. Morgan, and HSBC, I know what inefficiency looks like — and it's almost always there.