TheFlowDoctor

Guided workflow simplification wizard for small businesses.

Start by defining your process.

Step 1 - Identify the process

Q1: What's the task or process you want to simplify? Q2: How often do you do this? Q3: What triggers this task?

Q4: Add each step in sequence.

Q5: When you have added all steps, click "That's all".

Q6: Does anything feel slow, annoying, or unnecessary? Q7: Which steps do you wish you didn't have to do?

Q8: If you could wave a magic wand, what part would disappear?

Q9: Do any steps involve copying/pasting/moving data?

Q10: Do any steps involve sending emails/messages?

Q11: Do any steps involve generating documents/reports?

Q12: Which steps require human judgement?

Q13: Do you have someone who could take over these steps?

Q14: Which steps feel more complicated than they should be?

Q15: Are any tools clunky or outdated?

Q16: Would you like this reviewed monthly?