Customer scope brief
Deskwise Workflow X-Ray
A short diagnostic for one important workflow. Deskwise maps how the work actually moves, identifies where time and judgment are being wasted, and recommends what to fix, automate, or build next.
Focus
One workflow or operating problem
Input
3-6 stakeholder walkthroughs
Output
Map, diagnosis, roadmap, readout
Cadence
Usually completed in 1-2 weeks
Purpose
The X-Ray is designed to prevent premature software decisions. Many workflow problems look like software problems at first. Some need process redesign. Some need automation across existing tools. Some need AI assistance. Some need a custom operating layer. Some should be left alone.
The goal is to understand the work before choosing the intervention.
What is included
Workflow selection
Confirm the exact workflow to study, why it matters, who owns it, and what a better version of the work should accomplish.
Stakeholder walkthroughs
Interview the people who run, receive, approve, or depend on the workflow so the diagnosis reflects how the work actually happens.
Current-state map
Document the people, tools, forms, documents, handoffs, waiting points, and decisions involved in the workflow.
Pain point diagnosis
Identify where time is lost through duplicate entry, unclear ownership, inbox queues, spreadsheet dependency, missing visibility, or preventable follow-up.
AI and automation fit assessment
Separate what should be automated, what could be AI-assisted, what needs human review, what needs process redesign, and what should be left alone.
Recommended next step
Recommend the smallest credible path forward: process change, simple automation, prototype, internal tool, AI-assisted workflow, or phased production system.
Deliverables
- Current-state workflow map
- Pain point and root-cause summary
- AI and automation fit assessment
- Risk, data, and adoption considerations
- Ranked improvement opportunities
- Recommended solution path
- 30/60/90-day implementation roadmap
- Executive readout call
What Deskwise needs from the customer
- One executive sponsor or decision owner
- One workflow owner who can explain the day-to-day process
- 3-6 people who touch the workflow directly
- Examples of the forms, reports, tickets, spreadsheets, emails, documents, or tools involved
- One or two real examples where the work recently got stuck
The most useful input is not a polished requirements document. It is a real example of the work getting stuck.
Good candidates for an X-Ray
- A process run through email, spreadsheets, shared drives, or manual status checks
- A workflow where capable staff spend time chasing, copying, reconciling, or retyping information
- A repeated review or approval process with unclear ownership or slow handoffs
- A document-heavy process where information is trapped in screenshots, PDFs, forms, or inboxes
- A decision process where leaders need better visibility before committing to a larger build
Out of scope
- Production software build
- Full organization-wide audit
- System integration work
- Vendor procurement management
- Legal or compliance certification
- Unlimited stakeholder interviews
Next step
Bring one workflow that matters. In the first conversation, Deskwise will help decide whether an X-Ray is the right next step and what workflow is worth examining first.