01 / ContextStep 1 of 5
First, who are we designing for?
A little company context helps us size the workflow and speak your operating language.
02 / WorkflowStep 2 of 5
Walk us through the work.
Describe one workflow—not the whole business. Pick the process you would most like to remove, accelerate, or make reliable.
03 / FrictionStep 3 of 5
Let’s quantify the drag.
Directional estimates are enough. These inputs become the baseline for the opportunity dashboard.
04 / Future stateStep 4 of 5
Define the better version.
This shapes the proposed trigger, automated actions, human checkpoints, and dashboard outcomes.
05 / ReadinessStep 5 of 5
Last: what makes this a win?
These constraints help us keep version one practical and measurable.
—Complete the volume inputs to see an initial opportunity signal.
