Workflow Automation: Current-State Process Documentation (Template)
Considering workflow automation?
Before you can define what a workflow automation tool or platform needs to do, it’s imperative that you document what your processes actually do today. This template gives you a structured, department-by-department format to map each workflow stage in terms of who owns it, which systems hold it, what the hard rules are, where the delays occur, and what automation would need to address.
The worksheet also includes a Summarized Rollup tab designed to serve as a single-page snapshot for internal alignment and vendor conversations.
For each critical workflow, rinse and repeat the documentation process to get started on step 1 towards real, measurable modernization.
Translating a Confusing Marketplace | Public Sector Technology
No matter what islands you need help navigating in the public sector, RedLeif can help.
The public sector is uniquely made up of a diverse set of stakeholders – each with their different rules, regulations, incentive structures, let alone all the acronyms. It’s as if there are independent stakeholder islands, each with really important functions, that are both completely foreign to each other and completely dependent upon each other.
