0-5
Strong
The workflow is generally controlled. Protect what is working and tighten the highest-scoring category before adding complexity.
Seven areas. Fourteen checks. One score. Find where ownership, follow-up, handoffs, and visibility are creating operational drag before you automate the wrong thing.
Each statement describes workflow risk. Choose No / Rarely for 0 points, Sometimes for 1, or Yes / Often for 2. Higher scores mean more operational leakage.
The total gives you the overall signal. The category scores tell you where the problem is concentrated.
The workflow is generally controlled. Protect what is working and tighten the highest-scoring category before adding complexity.
A few leaks are starting to show. This is the best time to fix them before growth turns friction into recurring rework.
The process is leaning on memory, chasing, or workarounds. Weak handoffs and visibility are likely affecting execution.
The business is carrying workflow debt. Fix ownership, handoffs, and exception paths before adding more automation.
When the score is elevated, the first question is not "what tool should we buy?" It is whether ownership, next actions, required information, and exception handling are clear enough for a tool to support reliably.
Define the owner, next action, completion standard, and information required at each handoff.
Give the team one trusted place to see status, aging, blockers, and exceptions without reconstructing the truth.
Use automation or AI where it removes repetition without hiding judgment, exceptions, or accountability.
Bring your score and one real workflow to a free 30-minute assessment. We will trace where it breaks and what should happen next.
Book a Free Workflow Assessment →