Workflow assessment
Map the work before committing to a build.
We document one operational process, identify where automation is useful, define the controls it would require, and provide a written recommendation.
Use an assessment when the problem is clear but the right intervention is not.
The outcome may be an installed workflow, an off-the-shelf tool, a data cleanup project, or a recommendation not to automate.
- The same process runs often enough to justify a repeatable system.
- Inputs and outcomes can be described, even if exceptions still require judgment.
- The workflow crosses several tools or teams and loses context between them.
- A reviewer can define what an acceptable result looks like.
A decision record you keep.
The assessment is useful whether DecarbDesk implements the recommendation or another team does.
- Current-state map
- Systems, handoffs, review points, recurring delays, and sources of rework.
- Automation candidates
- Tasks ranked by expected value, implementation effort, and failure consequence.
- Control requirements
- Access, approval, evaluation, audit, exception, and human-oversight needs.
- Recommended sequence
- What to test first, what requires groundwork, and what should remain unchanged.
Three steps from intake to recommendation.
- 01
Fit call
Describe the workflow, the teams involved, and the decision you need to make.
- 02
Remote assessment
Walk through the process, review representative inputs, and identify systems, controls, and exceptions.
- 03
Written recommendation
Receive the current-state map, ranked candidates, control requirements, and proposed sequence.
Fixed assessment fee
$500 CAD
Credited toward an installation if you proceed with DecarbDesk.
Describe the workflow that creates the most uncertainty or rework.
A short email is enough to start. Use project intake when you are ready to provide the systems, review roles, and constraints behind it.