Time and workload
How often does the work happen, who does it, and how much time does it take across the operation?
Understand the customer operation your technology is about to change.
Start with the people doing the work. Build a baseline of how it operates today, what your technology will affect and what successful adoption needs to account for.
Your technology is only one part of the change.
A successful implementation has to fit the work around it. Before you design, price or deploy a solution, understand how the customer works today and what people will need to do differently afterwards.
- Before the sale: scope what the technology would actually touch.
- Before design: understand the work, workarounds and dependencies it must support.
- Before rollout: know which roles, handoffs and systems change.
Consultants use WorkflowMind to improve discovery and analysis across client engagements. Partners use it to understand the customer operation ahead of a specific change. See how consultants use it →
Build the baseline.
Connect what people tell you about the work to time, workload, cost, systems and dependencies. That gives you and the customer a shared starting point for the change.
Cost of the current work
What does it cost to deliver the process as it works today, including the activity around the task itself?
Process and dependencies
Which decisions, handoffs, systems and other activities does the work connect to?
Scope adoption.
See how the technology connects to the wider operation and what implementation needs to account for.
The work
See which activities the solution will support or change, and where human judgement remains important.
The people
Identify affected roles and what teams will need to do differently.
The systems
See where the technology fits and what information or existing tools it depends on.
The handoffs
Trace what happens before and after the activity and who owns the work across teams.
Give your team and the customer a shared evidence base for deciding what to change, what to test and what implementation needs to account for.
Useful wherever technology meets an existing way of working.
An AI vendor assessing the work a product could support. A SaaS firm preparing to configure a platform. A health tech company understanding clinical and administrative workflows. An implementation partner planning a change across teams.
Different technologies. The same need to understand the operation before changing it.
Choose how to use WorkflowMind with customers.
Have us lead the discovery
We run a focused Operational Diagnostic with your customer and give you a structured baseline of the work your technology may change.
Discuss an Operational Diagnostic →Run the discovery yourself
Use WorkflowMind Client Workspaces across your customer discovery and implementation engagements.
Use the Consultant and Partner Platform →