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Find the work
worth giving back.
Use this with the person doing the work—not just the person requesting a report. One workflow is enough. Keep your answers in your own document; this page does not collect them.
The person
Who does the work? What do they sell, support, or manage? What decisions can they make?
The recurring friction
What must they search for, reconcile, or re-enter? How often does it happen?
The sources
List the systems, reports, exports, notes, and records they assemble. Which IDs connect them?
Access & freshness
Who can permit access? Are exports available? How old can the information be before it stops being useful?
The decision & next action
What should the person know, decide, and do next? Which steps need human review?
Exceptions & boundaries
What should stop the workflow? Consider missing data, stale reports, unresolved service issues, and access limits.
Reporting to remove
Which updates can come from the work itself? Which decisions still require a person’s input?
A useful result
Record today’s preparation and re-entry effort. Choose one business outcome and an acceptance check—not a promised multiplier.
The owner & stop point
Who signs off, who maintains the workflow, and what is explicitly out of scope for the first step?