Before starting a workflow diagnostic, we typically review any existing documentation that explains how the process is supposed to work and how it is supported by your systems.
This may include standard operating procedures (SOPs), process documentation, system workflows, and any diagrams that describe how work moves through the organization.
We also review the reports, dashboards, or metrics the team uses to monitor the process. These often reveal where delays, rework, or bottlenecks are already visible.
Finally, we speak with the people who perform or manage the work to understand where friction appears in daily operations.
The combination of documentation, system context, reporting, and real-world experience provides the baseline needed to begin mapping the workflow accurately.
