The Manual Work Audit
Run the audit
1. Capture the work
For one week, record repeated tasks, copy-and-paste work, status chasing, data entry, handoffs, rework, and anything someone has to remember.
2. Score the friction
For each task, note frequency, time, number of people involved, error risk, and what happens when it is missed.
3. Find the pattern
Look for work happening across multiple tools, approvals that live in messages, information entered more than once, and processes only one person understands.
4. Choose the right response
Eliminate what should not exist. Simplify what has too many steps. Document what needs consistency. Delegate what does not require the current owner. Automate what is repetitive and rule-based.
5. Start with one workflow
Choose the workflow with the clearest combination of time returned, risk reduced, and business value. Fix it before trying to automate the entire company.
Get the Manual Work Audit
Fill in the form to read the rest of the audit.
Fill in the form to read the rest of the audit.