Workflow Mapping

-Shows how work moves through an organization.

-Clarifies handoffs.

-Identifies redundancies.

-Unearths where AI might best be deployed.

-Aids in designing smoother end-to-end operations.

Schedule a Discovery Call

Starter Workflow package

For small teams that want clarity on how work actually moves through the organization.

Includes:

  • Up to 2 workflow maps (e.g., Client Onboarding, Loan Boarding, Hiring & Onboarding)

  • Mapping based on interviews, artifacts, and end-user behavior

  • Clear visuals delivered in a clean, consistent format

  • Identification of friction points, bottlenecks, delays, and responsibility gaps

  • Simple “next steps” recommendations for improvement

  • Basic workflow library setup (folders + naming conventions)

Investment: starting at $2,800 + travel

Growth Workflow Package

For teams adding new staff, launching new lines of business, deploying AI, or experiencing inconsistent execution due to undocumented workflows.

Includes:

  • Up to 5 workflow maps across one or multiple departments

  • Fully organized workflow library with tags, categories, and standard visual elements

  • Cross-functional handoff analysis

  • Recommendations for redesigning inefficient sequences, eliminating redundancies, and tightening cycle times

  • Annual workflow review included

  • AI-readiness tagging built in: automation candidates, AI-agent opportunities, and integration points

Investment: starting at $6,800 + travel