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Process Discovery Map – Bringing Your Operations to Life
One of the most valuable deliverables from your workshop is the Process Discovery Map — a visual, step-by-step representation of how your business currently operates, highlighting problem areas, inefficiencies, and automation opportunities.
This map is created in real time during your workshop, ensuring accuracy and capturing details that might otherwise be overlooked.
What’s Included
- Problems & Issues
We start by listing all known bottlenecks and challenges. In your example, these ranged from payroll and stock management to lack of live stock updates, fragmented customer communication, and process inconsistencies. - Future State Aspirations (“Big Blue Sky”)
We capture your vision for the future — whether that’s scaling your business, increasing new build work, standardising processes, or improving product sales. - Current Tech Stack
An inventory of your existing systems and tools, such as Zoho One apps, third-party integrations, website CMS, and specialist software. - Automation Opportunities
We identify quick wins and deeper automation projects — from lead-to-quote workflows to stock ordering, shipping, and job tracking. - Live Process Mapping
We document your actual workflows from end to end. In the example map, processes include:
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- Lead to Quote – from website form or trade show lead capture through qualification, quoting, and acceptance.
- Quote to Modelling – including site visits, modelling approvals, and pricing calculations.
- Quote to Booking – scheduling jobs, allocating resources, and confirming with customers.
- Booking to Job – ensuring stock readiness, team assignments, and real-time customer updates.
Each step includes decision points, communication triggers, and integration opportunities.
Why It Matters
- Clarity – Everyone can see how things really work, not just how they’re “supposed” to work.
- Alignment – Teams and leadership agree on what’s broken and what’s possible.
- Efficiency – Immediate identification of duplication, delays, and manual work that could be automated.
- Foundation for Change – Forms the basis for your Recommendations Document, Efficiency Matrix, and Roadmap.
Example
Want to see the level of detail we produce?
Download Process Discovery Map Example Book Your Workshop