Edge pairs Sarah, your AI assessment guide, with a senior process analyst. Bring one troublesome workflow. Leave with three evidence-backed opportunities and a practical plan to move forward.
$1,500USD · one payment One workflow. A reviewed plan.
We keep chasing invoice approvals. Do we need automated reminders?
S
Sarah
Possibly. First, let’s separate slow decisions from invoices that never reached the right owner.
Invoice examplesApproval walkthrough
Working theory · to verify
Unclear ownership may be creating the queue.
THE NEXT USEFUL QUESTION
On the last invoice that got stuck, who was expected to make the next decision?
YOUR BRIEFReduce repeated entry across the order process.
The team copies every order into three different spreadsheets.
S
Sarah
Let’s look at what each copy is doing. One may support a real decision; another may just compensate for a missing connection.
Order trackerTeam walkthrough
Working theory · to verify
Different teams may be maintaining the same information.
THE NEXT USEFUL QUESTION
Which spreadsheet is treated as the source of truth when the numbers disagree?
YOUR BRIEFFind where the delivery team loses capacity.
We are growing, but every new client creates more chasing and rework.
S
Sarah
Let’s follow one recent handoff. I want to understand what Delivery needed, what it received, and what had to go back.
Handoff examplesDelivery interview
Working theory · to verify
Incomplete handoffs may be sending work back upstream.
THE NEXT USEFUL QUESTION
What was missing from the last handoff your team had to return?
Illustrative conversation · fictional business data
3Evidence-backed opportunities
5Business days after evidence is complete
90Day action plan with a starting baseline
30 / 90Day check-ins included after delivery
What your $1,500 delivers
A plan you can
put to work.
Your Trail Map turns the investigation into decisions, priorities and work your team can take forward.
01Operating scorecard+
A concise view of cash, capacity, friction, risk and readiness, grounded in the evidence reviewed.
02One current-state workflow+
The people, systems, decisions, handoffs, delays and rework behind the chosen process.
03Three prioritized opportunities+
The problem, evidence, value range, effort, confidence, dependencies and measurement method for each opportunity.
04Baseline register+
The starting measure, target, source, period, owner and review date needed to judge a future result.
05Sequenced 90-day plan+
What to do first, what to defer, who needs to act, indicative cost and when a change could be measured.
06One starter asset+
A supported SOP, control checklist, requirements specification or automation blueprint. A blueprint is a design; production implementation is a separate engagement.
07Decision menu+
A clear choice between acting with your team, using an advisor or scoping implementation help, with the next decision made explicit.
01 / PRIORITY OPPORTUNITYGet the handoff right. Before work changes hands.
Introduce a readiness check, name the delivery owner and return incomplete briefs before scheduling.
Process changeEvidence attached
DAYS 01–30Clarify the handoffAgree the owner and acceptance checklist.
DAYS 31–60Pilot the changeTry the new check on a limited set of work.
DAYS 61–90Review & extendCompare with the baseline before rollout.
Baseline · Sources · Assumptions01 / 07
YOUR FIRST WORKING ASSETHandoff acceptance checklistExample supported starter asset
Fictional example. Recommendations depend on your evidence.
AI investigation. Human accountability.
You know the business.
We help find the way forward.
Sarah keeps the investigation moving. Your analyst checks the reasoning and owns the final recommendation.
01
A focused conversation
Start with the problem you can see.
Explain the delays, repeated work or handoff that is getting in the way. Sarah helps shape the question and identify the evidence worth gathering.
Your brief, in your words
02
An evidence-led investigation
Show us how the work really happens.
Connect relevant sources, share examples and record a work cycle. Sarah follows up on gaps and working theories; your analyst challenges the findings.
Sources, findings and open questions
03
A reviewed decision
Choose the first move with confidence.
Use your 45-minute readout to question the Trail Map, agree the first priority and take a starter asset into action with your team or advisor.
A reviewed plan + 30 / 90-day check-ins
DB
A person owns the recommendation.
A named senior process analyst checks evidence sufficiency, assumptions, priorities and measurement design. The Trail Map requires human review and sign-off before delivery. David Bell leads the review approach. The analyst assigned to your assessment owns its recommendations and sign-off.
For US companies of any size, using any business systems. Start with one legal entity, one business unit and one critical workflow family.
Two focused sessions
A 45-minute leadership interview and a 45-minute executive readout.
A small, useful evidence set
Relevant system evidence, a processed document and at least one qualifying recording. Up to three recordings and two async staff submissions are included.
A visible delivery deadline
Five business days after your evidence checklist is complete. Allow time to prepare evidence and resolve follow-up questions.
You know the work needs to improve. You need to know what to change—and whether automation is the right answer.
51-second overview
About this video
A presenter introduces ProcessScout’s assessment approach and a step-by-step roadmap for improving business processes.
Clear expectations
A few things to know
before you begin.
What happens when I start?+
You enter the assessment application to describe your business and workflow. Review your brief, the agreed scope and the assessment terms before the one-off payment. Sarah then helps guide the evidence gathering and investigation.
Do I need to know what to automate?+
No. Bring the business problem. The right first move may be a clearer handoff, a different rule, an SOP or better ownership. Automation is considered where the evidence supports it.
When will I receive my Trail Map?+
Five business days after your evidence checklist is complete. Payment alone does not start the clock: sources, a qualifying recording, a processed document, the interview and answers to blocking questions need to be complete. CSV-only financial evidence requires preapproval and an agreed delivery date outside the standard five-day offer.
Can we implement the plan ourselves?+
Yes. Use the Trail Map and starter asset with your own team or advisor. Implementation is optional and separately scoped. Custom integration, production deployment, system changes, continuous monitoring and ongoing software subscription access are separate purchases. The assessment does not provide statutory audit, legal, tax or compliance assurance.
How does the implementation credit work?+
The full $1,500 fee can be credited toward a ProcessScout-delivered implementation of $7,500 or more signed within 30 days of Trail Map delivery. This engagement is called Ridge in the assessment terms. Unused credit expires; the credit cannot be transferred to fees charged by your own implementation partner.
What if the assessment misses the mark?+
If ProcessScout cannot identify at least three evidence-backed opportunities from a good-faith intake, the assessment fee is refunded under the assessment terms. This is a deliverable guarantee, not a promise of realized savings. The assessment terms also provide for a refund request if the standard delivery window is missed, and a review or refund request within 14 days of full Trail Map access if the report misses your brief. Requests are reviewed by a person.
Can we assess a larger or different scope?+
Yes, discuss the scope first. Multiple entities, business units or workflow families need a separate agreement. The standard assessment is available to US companies of any size using any business systems.
