What to assess
- Clicks and steps for routine tasks.
- Duplicate data entry across systems.
- Documentation speed and consistency.
- Scheduling smoothness and accuracy.
- Clarity of handoffs between roles.
- Consistency across staff and sites.
- Manual workarounds.
- Staff confidence and training.
Prioritize what to fix
Score each area, then rank opportunities by impact and effort. The highest-value work is high impact for low effort. The included spreadsheet calculates an overall score and a priority score for you.
Common failure points
- Mapping only part of the workflow.
- Designing the ideal workflow instead of the real one.
- Skipping validation with frontline staff.
- Optimizing screens without fixing the underlying process.
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