FREE ASSESSMENT TOOL

Workflow Risk &
Cost Scorecard

Get a quick read on one workflow (quote approvals, incidents, onboarding, exceptions). In ~2 minutes you'll see:

✓ A Risk Level (Low / Medium / High)
✓ A ballpark annual cost band
✓ A few practical levers to improve it

This isn't a generic "process maturity" quiz.
It's a quick, opinionated check on a single workflow that keeps causing trouble.

Pick one: Quote→Close • Incident→Resolution • Onboarding→Activation • Request→Approval

Workflow Type

Quote → Close Incident → Resolution Onboarding → Activation Request → Approval

1. How often does this workflow run? Pick the closest band.

< 10 times per month 10–49 times per month 50–149 times per month 150–499 times per month 500+ times per month

2. What's the typical value at stake per run? Revenue, deal size, contract value, cost of incident, etc.

< $1k $1k–$5k $5k–$25k $25k–$100k > $100k

3. How often does this workflow need rework, manual chasing, or gets "stuck"?

< 5% of runs 5–14% 15–29% 30–49% 50%+

4. How many distinct teams/roles are typically involved?

1 2 3 4 5+

5. How many tools are in the loop? Email, chat, CRM, ticketing, ERP, spreadsheets, etc.

1–2 3 4 5 6+

6. Who "owns" this workflow today?

Single, clearly defined owner with documented responsibility Mostly one owner, but unclear at the edges Shared between 2 teams, unclear in practice No explicit owner; it's "everyone's problem" Actively disputed / nobody wants to own it

7. How well is this workflow instrumented?

We track cycle time, error rate, and SLA hits in a dashboard We track one of those, but not all We can pull numbers with some manual effort We mostly go by anecdotes / gut feel We have no real way to measure it

Email (Optional)

We'll send you a copy of your results. No spam.

Your Workflow Snapshot

Risk Level

—

Score: —/100

Estimated Annual Cost

—

What's Driving Your Score

Common Next Steps

If you'd like to sanity-check these numbers and see what a redesign could look like:

Book a 30-min workflow triage call

Workflow Risk & Cost Scorecard

Your Workflow Snapshot

What's Driving Your Score

Common Next Steps

Workflow Risk &
Cost Scorecard