Where to start
Workflow Opportunity Review
Before anyone builds anything, Praxyt studies one operational workflow inside your business — the way it actually runs, not the way the procedure binder says it runs — and shows you exactly what a purpose-built system would change.
It is the first phase of the Praxyt Method, and it stands on its own: whatever you decide afterward, the map and the diagnosis are yours to keep.
What you receive
Eight deliverables, one workflow
- 01
Current-state workflow map
The process drawn as it actually runs today — every step, handoff, system, and workaround, in one place. For most teams this is the first time the whole workflow has been visible end to end.
- 02
Identified friction and failure points
The specific steps where the workflow stalls, duplicates effort, or drops work — the approval that waits on one inbox, the order re-keyed into three systems, the exception nobody owns.
- 03
Manual-work inventory
A catalog of the human effort holding the process together: re-keyed data, chased approvals, status checks by phone and email, spreadsheet maintenance. The raw material for an honest automation case.
- 04
Risk and financial-impact hypotheses
What each friction point plausibly costs — in hours, errors, delayed quotes, expired claims — stated as hypotheses to validate against your numbers, not invented statistics.
- 05
Recommended system design
The workflow as it should run: states, owners, escalation rules, and the screens that support them — plus a deliberate list of what the system should not do.
- 06
Integration requirements
Exactly what the system needs from your ERP, email, and existing tools, and what stays put. No assumed rip-and-replace.
- 07
Implementation scope
The smallest build that creates meaningful leverage, sequenced so the first version ships something the team actually uses.
- 08
Fixed build proposal, where appropriate
When the work is well enough understood to price responsibly, a fixed proposal for the build — so you know the cost before committing to anything.
Fit
Who books a review
- A COO, VP of Operations, or owner who can name the workflow that slows the company down — and wants evidence before investing in fixing it.
- An operations leader who suspects a process is costing money but needs the current state mapped before making the case internally.
- A team that has been burned by software that ignored how the work actually runs, and wants the process studied before anything is designed.
We don't publish a price for the review or the build, because scope depends on the workflow. The first conversation costs nothing and commits you to nothing — and if we don't think a system is the answer, we'll say so. If you're still deciding whether custom software is the right move at all, custom vs. off-the-shelf and internal tools vs. spreadsheets are honest starting points.
After you book
What happens next
- 01
A conversation
We reply within two business days and schedule a short call about the workflow you picked — what it does, who does it, and where it hurts. No pitch deck.
- 02
The review
If we're both confident the workflow is worth studying, we agree on scope and observe the work with your team — then map, diagnose, and design.
- 03
A proposal
You receive the deliverables and, where appropriate, a fixed build proposal. You decide what happens after that — build with us, build with someone else, or keep the map and change the process yourself.
Book your review
Tell us about the workflow
Five required fields, a few optional ones, and an optional file if a spreadsheet or diagram explains it faster than words. Everything you send is reviewed confidentially.
Not ready to book?
- Explore common operational problemsManual quote approvals, backorder blind spots, vendor claims, and more — see whether yours is on the list.
- How it worksThe full Praxyt Method, from observing the work to measuring the result.
- Find a workflow worth automating firstHow to pick the first workflow instead of the loudest one.