WorkflowMD

How it works

From an unclear operational problem to a plan you can act on.

WorkflowMD works like a diagnostic consultation. You describe the workflow, answer a short set of structured questions, and receive one consistent report each time.

Diagnose a Workflow

The diagnosis

Four guided stages, no jargon.

Step 1

Describe the workflow

Name the process and describe in plain English what happens today, from the first trigger to the point the work is considered done.

Step 2

The guided interview

A structured set of consultant-style questions covering ownership, handovers, tools, visibility, rework and risk. Where an answer needs clarifying, WorkflowMD asks a short follow-up rather than guessing.

Step 3

Diagnosis

Your answers are scored into a Signature Score with a category breakdown, and related symptoms are grouped into a maximum of three root-cause findings.

Step 4

Plan and progress

You receive a target-state workflow, a technology blueprint, quick wins and a phased roadmap — then track those actions to completion in your workspace and reassess.

The output

Every diagnosis has the same structure.

Because the structure never changes, reports can be compared, shared with a team, or handed to a consultant.

  • Signature Score

    An overall score with a breakdown across ownership, visibility, consistency, risk and automation readiness.

  • Current-state workflow

    The process as it runs today, step by step, in card or graph view with the evidence behind each step.

  • Diagnostic findings

    A maximum of three root-cause findings, each traced back to what you said in the interview.

  • Business impact

    What the findings cost in delay, rework and manual handling, with optional financial estimates and every assumption shown.

  • Target-state workflow

    The same process redesigned, showing which steps change and which are removed.

  • Technology blueprint

    One primary recommendation and one alternative, prioritising software you already own.

  • Quick wins

    Changes worth making immediately, before any new software is considered.

  • Implementation roadmap

    A phased sequence — ownership, visibility, standardisation, then automation and reporting.

Worked example

What a finished diagnosis looks like

Demonstration data — example output, not a real diagnosis

Roadmap

  1. 01

    Preparation

    Agree one column structure for every sales team spreadsheet.

  2. 02

    Setup

    Convert each team sheet to the agreed template.

  3. 03

    Testing

    Run the automated report alongside the manual one for two weeks.

  4. 04

    Rollout

    Switch leadership to the automated report.

  5. 05

    Monitoring

    Add a monthly check that all sources updated on time.

Assumptions stated

  • — Four source spreadsheets, each maintained by a different team.
  • — The report is produced 48 weeks per year.
  • — Senior time valued at approximately £30 per hour.
Open the full exampleSee a Complete AssessmentConsultant Sample: Quote-to-Cash

Methodology

How WorkflowMD reaches conclusions

AI proposes. WorkflowMD validates. These are the controls around the analysis.

  • EVIDENCE BEFORE CONCLUSIONS

    Findings must be supported by information captured during the assessment. Where evidence is incomplete, WorkflowMD can withhold or qualify conclusions.

  • AI FOR REASONING

    AI helps reconstruct complex processes, understand domain-specific operational problems and propose improved workflows.

  • DETERMINISTIC CONTROLS

    Core scoring, evidence rules and financial calculations use repeatable deterministic logic rather than being regenerated by AI on every run.

  • VALIDATION BEFORE PUBLICATION

    Proposed findings and target workflows are checked against structured rules before being incorporated into the finished report.

  • ASSUMPTIONS REMAIN VISIBLE

    Financial estimates and recommendations expose the assumptions and evidence behind them rather than presenting modelled figures as measured facts.

  • MEASURED OUTCOMES MATTER

    When improvements are implemented and their outcomes recorded, WorkflowMD can reuse that evidence in future assessments rather than treating every analysis as if the organisation has no history.

Read the full methodology

Architecture

Evidence in, validated conclusions out.

  1. 01Workflow evidence
  2. 02AI reconstruction & diagnosis
  3. 03Rules & validation
  4. 04Target workflow
  5. 05Implementation
  6. 06Measured outcomes

↳Measured outcomes feed back into future assessments.

WorkflowMD becomes informed by what your organisation actually implemented and measured, not simply by another AI prompt.

Principles

How recommendations are made