Bring one workflow, not a wish list
Choose a process that creates visible friction: slow intake, repeated follow-up, manual record movement, missed communication, document chasing, or unclear routing. A focused workflow produces a more useful audit.
Document the current path
Write down what starts the work, who touches it, which systems are used, what information is required, and what marks completion.
- Trigger and typical volume
- Steps and current owners
- Tools, channels, and records
- Common exceptions and delays
- Approvals or sensitive decisions
Gather representative examples
Anonymized examples of typical and exceptional cases help expose the real logic. Do not send credentials, secret links, or unnecessary personal information during initial discovery.
Define a practical outcome
Describe the operational change you want: faster routing, fewer repeated entries, clearer ownership, more consistent follow-up, or better exception visibility. Implementation scope and any measurement approach should be agreed separately.