By KLEOS LABS TECH · · 2 min read
Follow one real example
Choose an everyday process, such as handling a customer enquiry. Trace a recent example from the first message to the final response. Note who handled it, which tools they used and where information was copied.
Find the handoffs
Work often slows when a task moves between people or systems. Record the information each person needs and how they know it is their turn to act.
Include the exceptions
What happens when information is missing, a request changes or someone is unavailable? A useful workflow makes these situations visible and gives people a clear route to resolve them.
Choose where automation helps
Look for repetitive, well-understood tasks. Decide which steps can run automatically and which need a person to review or approve the result. Avoid automating a process whose rules are still unclear.
Agree how to check the result
Choose a practical measure such as time spent preparing a report or the number of manual handoffs. Compare the experience before and after the change, and keep a way to correct errors.
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