A good first workflow is simple enough to understand quickly, yet valuable enough to make an immediate difference.

Choose a recognisable bottleneck

Start with a process where employees immediately recognise where time is lost. This makes it easier to document the current approach and the desired result.

Limit the number of exceptions

A process with many unclear exceptions often needs simplifying first. Clear rules make a workflow more reliable and easier to test.

Make the result specific

Examples include less duplicate entry, faster handovers, a consistent check or better status visibility. After launch, you can assess whether the workflow delivers what was agreed.

Then expand step by step

Once the first workflow is running reliably, additional systems, checks or follow-up actions can be added in a controlled way.