5-minute workflow assessment
Review where work is harder than it needs to be.
Look at how work moves through your organisation and where visibility, ownership, systems or manual admin may be slowing things down.
Choose the answer closest to how your organisation works today. There are no right or wrong answers.
A clear starting point
A clearer view of how work actually gets done.
The assessment is for SMEs, charities, training providers, care providers and admin-heavy teams that want to understand where day-to-day delivery is working well and where avoidable admin may be building up.
It looks at the processes people rely on, how information moves between teams and whether reporting and systems are helping the work. The result is a starting point for a more detailed workflow review.
5-Minute Workflow Assessment
5-Minute Workflow Assessment
Review how work moves through your organisation and where visibility, ownership, systems or manual effort may be slowing things down.
Choose the answer closest to how your organisation works today. There are no right or wrong answers.
Section 1 of 4
Visibility and reporting
25%
Assessment complete
Your workflow score
Developing
Category breakdown
Workflow interpretation
What this typically means operationally
Existing operational strengths
Likely operational risks
Clear next steps
Where to focus first
Optional summary
Receive a copy of your assessment summary and suggested next steps.
Your result is already available above. Add your details if you would like a PDF summary and a sensible follow-up from CB Transformation.
Manual Work Cost Calculator
Estimate the salary cost of repeated manual work.
Use the calculator to put a simple salary and time estimate around repeated admin, reporting and manual updates.
Process & Systems Review · from £495
Need a deeper look at one admin-heavy process?
The Process & Systems Review looks at one process in detail, shows where time is being lost and sets out what could be simplified. It can also show where Microsoft 365, automation or AI might help safely.
The initial consultation is free. The Process & Systems Review starts from £495 if you choose to proceed.