Workflow assessment
Map the work before committing to a build.
We document one operational process, identify where automation is useful, define the controls it would require, and provide a written recommendation.
Use an assessment when the problem is clear but the right solution is not.
The outcome may be an installed workflow, an off-the-shelf tool, a data cleanup project, or a recommendation not to automate.
- The same process runs often enough to justify a repeatable system.
- Inputs and outcomes can be described, even if exceptions still require judgment.
- The workflow crosses several tools or teams and loses context between them.
- A reviewer can define what an acceptable result looks like.
A decision record you keep.
The assessment is useful whether DecarbDesk implements the recommendation or another team does.
- How the work happens today
- Systems, handoffs, review points, recurring delays, and sources of rework.
- Tasks worth automating
- Tasks ranked by expected value, effort to implement, and consequence of failure.
- Safeguards needed
- Access, approval, testing, audit, handling of unusual cases, and human-review needs.
- What to do first
- What to test first, what requires groundwork, and what should remain unchanged.
- Review level and schedule
- The review and control needs, and the delivery schedule they require.
Three steps from the first conversation to a recommendation.
- 01
Fit call
Describe the workflow, the teams involved, and the decision you need to make.
- 02
Working session
Walk through the process, review representative inputs, and identify systems, safeguards, and unusual cases.
- 03
Written recommendation
Receive the map of how work happens today, the tasks worth automating, the safeguards they need, and what to do first.
Describe the workflow that creates the most uncertainty or rework.
A short email is enough to start. Use the contact page when you are ready to provide the systems, review roles, and constraints behind it.