Flow Audit

Service Purpose

The Flow Audit is a rapid diagnostic designed to reveal what your organization should build and why. It identifies where operations slow down, where workflows break, and where AI can create immediate gains in clarity, speed, and efficiency.

The Approach

• Operational Discovery: Understand the current workflow with stakeholder interviews, process walkthroughs, tool & data inventory, pain point and friction mapping.
• AI & Opportunity Scan: Identify where AI creates the fastest ROI. Conduct task automation scan, AI augmentation review, data readiness assessment.
• Solution Direction: Clarify the right solution. Evaluate solution pathways, assess build vs. buy vs. integrate, identify dependencies and risks.  
• Implementation Recommendation: Define the clearest, most strategic next step. Deliver a prioritized roadmap, tool/system recommendations, readiness checklist.

Engagement Model

• Rapid Audit (2-3 weeks): For leaders who need clarity fast. Includes stakeholder conversations, workflow evaluation, and solution direction.
• Standard Audit (4–6 weeks)For organizations with multiple teams, tools, or higher process complexity. Includes deeper workflow analysis, more touchpoints, and refined solution pathways.
• Add-On: Executive Alignment Workshop(Optional) A facilitated session to build consensus across leadership around the recommended solution and roadmap.

Deliverables

• Current-state friction map
• AI & automation opportunity snapshot
• Solution Direction  (what to build)
• Recommended approach and  sequencing

Success Defined

• Clear direction on what to build
• Identified AI accelerators and automation potential
• Prioritized roadmap for implementation
• Confidence to move into Architecture & Launch