WF-014Broken process intake
Vendor invoice reconciliation
- × Line items re-keyed from PDF into three spreadsheets
- × Approvals chased over email, no audit trail
- × Month-end close slips 4–6 days
Workflow Map
Find the manual work worth replacing first.
V1 starts with a focused workflow map: what enters the process, who touches it, where it stalls, what systems it depends on, and what a useful first version can remove.
Capture → Score → Ship
The map is not a workshop artifact. It is the build plan.
01Capture
Inputs, handoffs, rework loops, edge cases, owners, systems, and failure modes.
02Score
Time cost, failure rate, customer impact, data readiness, automation risk, and first-build leverage.
03Ship
The smallest SSR app, queue, or internal tool that proves the workflow can move cleaner.
The goal is not to automate everything. The goal is to remove the dumb manual drag while keeping judgment where it belongs.
01Thin intake + matcher
Replace scattered inputs with one queue.
- → PDF/data intake
- → Match against source records
- → Exception queue
02Approval gates
Keep humans in control.
- → Confidence thresholds
- → Controller sign-off
- → Audit log
03Status dashboard
Make the state of work visible.
- → Live close status
- → Aging exceptions
- → Export path