Business process review
See where work is getting stuck before deciding what to build
Processes often evolve gradually. Workarounds, spreadsheets, duplicate entry and informal handovers become normal because the business has to keep moving. A review creates space to look at the work clearly before choosing a technical or non-technical answer.
Signs to review
When a process may need attention
The warning signs are usually familiar to the people doing the work. They may just have become accepted as part of the job.
- repeated administration
- delays between departments
- information being re-entered
- inconsistent customer follow-up
- tasks relying on individual memory
- managers struggling to see progress
- staff compensating for software limitations
Review model
What a review involves
Depending on the business and the process, I may:
- - speak with the owner or management team
- - spend time with the staff doing the work
- - observe the workflow in person where useful
- - map systems, data and handovers
- - identify delays, exceptions and duplicated work
- - distinguish symptoms from underlying causes
Office visits are available throughout Yorkshire where seeing the work in person would be useful. The aim is not to arrive with a ready-made answer, but to understand the process well enough to separate what is inconvenient from what is causing the wider problem.
Method
Observe, map, prioritise, build, measure
Step 1 of 5
Observe
Understand the work as it happens, including the desired outcome and the people involved.
Output
What the review is intended to produce
The aim is to leave the business with:
- - a clearer picture of the current process
- - a prioritised list of opportunities
- - an indication of which opportunities involve process change, automation, integration, software, AI or training
- - a sensible next step
- - a focused pilot recommendation where appropriate
This does not promise a fixed report package, price or guaranteed result. It gives the business a clearer basis for deciding whether to move into process change, automation or custom tools, AI assistance, training or no project for now. For a more detailed outline, read what happens during an on-site business process review.
What happens after the review
I may build the recommended tool, help scope a pilot, recommend changes the business can make without new software, refer training needs to Vibe Code Academy, or advise that no project is currently justified.
A useful review can lead to a build, but it does not have to.
Need a lighter starting point?
The Business Bottleneck Review is being prepared as a guided way to describe one recurring process before deciding whether a fuller conversation is worthwhile.
Want to understand where work is getting stuck?
You can start with the symptoms. I will help work back to the process that needs attention.