Observe the process yourself
Record one recurring process for 14 days and choose a next action. This self-guided kit excludes professional diagnosis and implementation.
View the self-guided kit — $49 USDTell us how it works. Get a map and a first test.
Read the six-step guideYour answers are processed in this browser. Avoid personal data, passwords or confidential information.
Find where work waits, repeats or loses its next owner before choosing what to change. Start with one process and records of what happened.
For example: from receiving a request to assigning scheduled work. Keep the review to one process.
Record verifiable steps, tools, roles and timestamps for an ordinary case and an exception. Use anonymous identifiers; omit customer details and credentials.
Separate active effort from waiting for information, approval or attention. Mark unknown time instead of treating it as work.
At each transfer, identify the next owner, notification and action. A shared sheet alone does not establish ownership.
Record corrections, why work returned and how exceptions were handled. One delayed case does not prove the main bottleneck.
Correct a clear missing owner or next action in the existing process. Observe comparable cases before considering a wider change or automation.
A clear start and finish, the current steps, who participates, the tools used, the friction you observed and the outcome you need. Mark missing evidence. Share private documents only through the secure intake when appropriate.
If one missing handoff or instruction explains the issue, an internal correction may be enough. You do not need to buy a service to assign an owner and observe what changes.
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