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 intake

Four guided steps, no jargon.

Step 1

The problem

Give the workflow a name, describe what happens today in plain English, and tell us which step causes the most difficulty.

Step 2

Current process

How often it runs, how many people touch it, which tools are already in use, and how long it takes each time.

Step 3

Requirements

The outcome you want, an approximate budget, how sensitive the data is, and whether you prefer no-code, low-code or custom development.

Step 4

Review

A concise summary of everything captured. Edit any step before saving the workflow for diagnosis.

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.

  • Workflow summary

    What the process does today and why it exists.

  • Current process

    The existing steps, written as a numbered sequence.

  • Bottlenecks

    The specific steps causing delay, duplication, risk or rework.

  • Business impact

    Wasted time, reporting delays, inconsistent data, avoidable cost.

  • Automation opportunities

    Steps that can be removed, standardised, automated or delegated.

  • Recommended tool stack

    The smallest practical set of tools, with alternatives.

  • Estimated benefit

    Indicative time and value estimates, always labelled as estimates.

  • Implementation roadmap

    Preparation, setup, testing, rollout and monitoring.

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 example

Principles

How recommendations are made