- 1
Assess
Start with the places money, time, and follow-up are leaking.
- 2
Investigate
Walk through the workflows where time and money leak.
- 3
Analyze
Rank impact, effort, cost, risk, and confidence.
- 4
Deliver
Send the assessment with quick wins and future opportunities.
- 5
Review
Explain the report and choose the first fixes.
- 6
Future Plans
Scope higher-ROI enhancements when the case is clear.
Repeat the loop untile the business is fully optimizedquick wins --> future enhancements