WORKFLOW SCAN / FIRST STEP

Start with one
recurring task.

Describe what repeats, the systems involved and what still needs manual work. No credentials or confidential files are needed to begin.

START HERE

Describe the
workflow.

A short, non-confidential description is enough for the first step.

Useful things to include

The recurring task, the systems involved, and what still needs manual work. Approximate ranges are welcome.

Keep the first message simple

Please do not send credentials, confidential specifications, customer records or sensitive personal information.

What happens next

We begin with the workflow and the evidence available. A software purchase is not required to start.

See the proof-of-value method

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How correspondence is handled