Review workflows
Walk through how work actually flows today, not how the diagram says it should.
Flagship engagement · 2-4 weeks
Common problems
What happens
Walk through how work actually flows today, not how the diagram says it should.
Find where time is lost, where work piles up, and why.
Spot the repetitive work that should not need a human in the loop.
Decide where AI is genuinely worth it, and where it is just noise.
What you get
How I prioritize
We map what we find by impact and effort, start with the quick wins, and plan the strategic bets — so the roadmap is sequenced, not just a wish list.
Questions
Two to four weeks, depending on the size of your operation and how many workflows we review.
No. You leave with a prioritized roadmap you can act on with any team, including your own. The assessment stands on its own.
ServiceNow is where I go deepest, but the process and automation thinking applies to any operations stack. If you run ServiceNow, you also get specific platform recommendations.
Only where it earns its place. I weigh each AI use case by effort and impact and tell you honestly where it adds value and where it's just noise.
Access to the people who actually run the workflows, and a willingness to show how work flows today, not just how the diagram says it should.
Low commitment, high clarity. You leave with a plan whether or not we build it together.