Operational discovery

As-is
workshop.

Public guide to the workshop that opens every implementation. Seven blocks to map how your team works today: processes, owners, flows, decisions, tools, friction and automation. The session runs 90 minutes.

Map before you
automate.

Facilitator noteAnchor the why: automating without mapping the current process means building on assumptions.

Rules

Three principles.

  1. as-is
  2. no filters
  3. confidential

Facilitator noteRepeat each rule. Ask the team to confirm with a gesture before moving on.

90 minutes

Agenda.

10
warm-up
30
processes
20
friction
15
decisions
10
tools
15
automation

Facilitator noteTime every block. If one runs long, another gets shorter.

1 · processes

What do
you do?

name
of the process
owner
single accountable person
trigger
what starts it
steps
3 to 10
systems
where it lives
frequency
daily · weekly · monthly

Facilitator noteStart with the process each person touches most in a typical week.

2 · owners

Who does
what.

R
executes
A
is accountable
S
supports
C
contributes
I
is informed

Facilitator noteOne single A per activity. Two of them means a governance problem.

3 · flows

How it
flows.

  1. trigger
  2. action
  3. decision
  4. action
  5. close

Facilitator noteDraw it with arrows on paper. Mark where the hand-off hurts.

4 · decisions

What you
decide with.

  • data
  • experience
  • intuition
  • urgency

Facilitator noteIntuition-driven decisions with no traceability are the most automatable.

5 · tools

Where it
lives.

  • CRM
  • ERP
  • Sheets
  • Email
  • Chat
  • Tickets
  • Docs
  • BPM

Facilitator noteCount open tabs on a typical day. Eight or more is already a hypothesis.

6 · friction

Where it
hurts.

  • rework
  • waiting
  • ambiguous hand-off
  • tribal knowledge
  • copy-paste
  • no metric
  • intuition
  • inconsistent

Facilitator noteMark severity by color. Red blocks, amber annoys.

7 · automation

How
automatable.

  • rule
  • workflow
  • agent + human
  • human only

Facilitator noteNot everything needs AI. Always start with the simplest rule.

After today

A map in 7 days.

48h
we process the notes
d3
draft of the map
d5
we validate it with you
d7
final diagnostic

Facilitator noteClose with a visible commitment. Date plus the name of the person following up.

Thanks

What is not mapped is not improved.

Facilitator noteStay silent for 5 seconds before closing the deck.

Book diagnostic