Bring three spreadsheets together. Let your team focus on the exceptions.
Three spreadsheets
→
✓One checked report
13.3 hoursof capacity to test, per month
40 reports × (45 − 25 minutes) ÷ 60. Includes checking and rework; not cash savings.
Next useful test
Try ten permitted reports. Check accuracy and total effort.
Opportunity briefFictional example
Finance & administration
Find the mismatch. Skip the manual search.
Match invoice records with clear rules. Put the differences in front of a person.
Invoice 1042Matched✓
Invoice 1043Check total↗
Invoice 1044Matched✓
Review the exceptionskeep the final decision with finance
Measure time spent matching and checking. The potential benefit is still unknown.
Next useful test
Compare ten permitted invoices with the existing process.
Opportunity briefFictional example
Documents & intake
A clearer handoff from inbox to action.
Organise incoming documents and flag missing details before the next handoff.
Incoming documents
→
✓ Details organised✓ Owner identified○ Missing date flagged
Catch the gaps earliera possible improvement to investigate
Check what causes repeat requests. Time saved and delivery effort need estimating.
Next useful test
Follow five recent cases from arrival to a complete handoff.
Opportunity briefFictional example
People & process
Keep approvals moving, with a clear owner.
Make the next decision and its owner visible. Start with a simpler process.
RequestTeam
ReviewNamed owner
DecisionHuman approval
Less chasingwithout removing human approval
Measure waiting time and follow-ups first. No saving has been established.
Next useful test
Map one approval route with the people who actually use it.
1 / 4 examples
Illustrative possibilities. Your brief starts with your own work.
A clearer decision, one step at a time
Start small. Go deeper when it helps.
01
Focus
Choose one workflow through six to eight guided selections. Review your first problem summary and what is still unknown.
First payoff: a clearer problem
02
Understand
When you are ready, walk through a recent case. Add the people, tools, handoffs and evidence that explain what happens today.
Next: an account grounded in real work
03
Decide
Compare a simpler change with AI where relevant. A complete brief needs a sourced numerical benefit and a next action; waiting or stopping can be sensible too.
Then: a brief you can discuss with your team
The first summary is a starting point. A complete opportunity brief takes further evidence and review; it is not an instant ROI forecast.
Recognise any of this?
Start with the work your team knows.
Assembling recurring reports
Reconciling invoices and records
Reviewing incoming documents
Chasing approvals and handoffs
These are starting points, not recommendations. Your answers determine the workflow and whether any change is worthwhile.
See what is worth investigating.
Your answers save as you go. You can pause or request a discussion without completing the brief.
Bring three spreadsheets together. Let your team focus on the exceptions.
Three spreadsheets
→
✓One checked report
13.3 hoursof capacity to test, per month
40 reports × (45 − 25 minutes) ÷ 60. Includes checking and rework; not cash savings.
Next useful test
Try ten permitted reports. Check accuracy and total effort.
Opportunity briefFictional example
Finance & administration
Find the mismatch. Skip the manual search.
Match invoice records with clear rules. Put the differences in front of a person.
Invoice 1042Matched✓
Invoice 1043Check total↗
Invoice 1044Matched✓
Review the exceptionskeep the final decision with finance
Measure time spent matching and checking. The potential benefit is still unknown.
Next useful test
Compare ten permitted invoices with the existing process.
Opportunity briefFictional example
Documents & intake
A clearer handoff from inbox to action.
Organise incoming documents and flag missing details before the next handoff.
Incoming documents
→
✓ Details organised✓ Owner identified○ Missing date flagged
Catch the gaps earliera possible improvement to investigate
Check what causes repeat requests. Time saved and delivery effort need estimating.
Next useful test
Follow five recent cases from arrival to a complete handoff.
Opportunity briefFictional example
People & process
Keep approvals moving, with a clear owner.
Make the next decision and its owner visible. Start with a simpler process.
RequestTeam
ReviewNamed owner
DecisionHuman approval
Less chasingwithout removing human approval
Measure waiting time and follow-ups first. No saving has been established.
Next useful test
Map one approval route with the people who actually use it.
1 / 4 examples
Illustrative possibilities. Your brief starts with your own work.
A clearer decision, one step at a time
Start small. Go deeper when it helps.
01
Focus
Choose one workflow through six to eight guided selections. Review your first problem summary and what is still unknown.
First payoff: a clearer problem
02
Understand
When you are ready, walk through a recent case. Add the people, tools, handoffs and evidence that explain what happens today.
Next: an account grounded in real work
03
Decide
Compare a simpler change with AI where relevant. A complete brief needs a sourced numerical benefit and a next action; waiting or stopping can be sensible too.
Then: a brief you can discuss with your team
The first summary is a starting point. A complete opportunity brief takes further evidence and review; it is not an instant ROI forecast.
Recognise any of this?
Start with the work your team knows.
Assembling recurring reports
Reconciling invoices and records
Reviewing incoming documents
Chasing approvals and handoffs
These are starting points, not recommendations. Your answers determine the workflow and whether any change is worthwhile.
See what is worth investigating.
Your answers save as you go. You can pause or request a discussion without completing the brief.