How it works
Assess. Build. Operate. Repeat.
A simple loop that turns manual deal work into governed, owned workflows – and compounds every month.
The engagement
Five steps from manual work to a live, owned workflow.
- 01
Select one or two measurable workflows – one revenue-oriented, one capacity-oriented.
- 02
Connect approved systems and data inside your permissions.
- 03
Run the workflow by hand on live deals until you sign off on the output – you receive the work from week one.
- 04
Wire it into your systems, with every draft queued in one review dashboard – nothing reaches a buyer, seller or client until someone at the firm approves it.
- 05
Expand only after the initial workflow demonstrates value.
Definitions
What a "workflow" actually is.
A workflow is a named, end-to-end business process with:
- A defined trigger (e.g. "new sell-side mandate signed")
- Named inputs and outputs
- Automated actions and the outputs they produce
- The systems it touches (CRM, email, data room, reporting)
- Volume assumptions and success measures
Worked example – buyer-list construction
Trigger: a new sell-side mandate is signed. The workflow builds and scores a buyer long-list from your criteria, enriches each name and drafts personalized outreach, ready for your team. Output: a qualified, contactable buyer universe in days, not weeks.
Scope
The workflow boundary rule
One business objective, one defined trigger, named inputs and outputs, review points, volume assumptions and success measures. A materially different objective, output, system behavior or user group is normally a separate workflow – which keeps scope, delivery and governance clean.
Complexity
What drives workflow complexity
- More than three production systems
- Two-way write-back or difficult record matching
- Sensitive permissions across clients, mandates or teams
- Unstructured or inconsistent source data
- Real-time or high-volume processing
- Material external communications or decision support
Pick your first two workflows.
The audit names the workflows worth owning first – one revenue-oriented, one capacity-oriented – with baselines set before launch.