Find the Break.
Fix the System.
We trace one workflow end-to-end, identify exactly where it’s breaking, and give you a prioritized plan to fix it.
WHAT IT IS
One Session. No More Guessing.
Most operational problems aren’t mysterious. They’re just unmapped. The Workflow Assessment is a structured 60-minute session where we pick one workflow — the one that touches the most people or causes the most friction — and trace it from start to finish.
You leave with a written report showing exactly where the system is breaking and what to do about it.
WHAT YOU GET
What’s Included
You come with a specific problem. We work through it together — diagnosing the issue, mapping the solution, and leaving you with a clear next step you can execute immediately.
Custom Visual Workflow Map
A visual map of the workflow as it actually runs — every stage, owner, tool, and handoff documented.
3–5 Specific Analysis Findings
Each finding includes what the problem is, where it occurs, what it costs the team, and whether it’s a quick fix or a structural issue.
Prioritized Recommendations
A clear ranked list of what to fix first, second, and third — based on impact and effort.
One Recommended Next Step
A single specific recommendation for what a well-designed system would look like and how to get there.
How It Works
The Process
Before the session
We research your team, tools, and operation so we walk in with a hypothesis — not basic questions.
During the session
We pick one workflow together and trace it end-to-end. We map every stage, stress-test the handoffs, and identify where the system relies on people instead of structure.
Within 48 hours
We deliver a written Workflow Assessment Report with findings, classifications, and recommendations.
“It’s been a complete game changer for our team.”
Cara
The Kraft Heinz Company
“I was astounded by the team’s ability to take our complicated direction and translate it into a system that was user-friendly, dynamic and intuitive. It’s been a complete game changer for our team and we could not have created a bespoke and intelligent system like this without our partners.”
Erica
Talent Acquisition Startup
“Park West Digital understood our workflow challenges and designed an efficient tool, initially as a short-term solution for our team. They delivered beyond expectations and even anticipated our need to scale quickly, proving to be a reliable solution long-term. The app they built became critical to our company’s operations.”
Jack
Urban Data Strategies
“Park West has been an excellent partner throughout this program and has been the driving force the design and delivery of highly customized solutions for one of the largest social impact organizations in the U.S. The quality of their work is evidenced by the client decision to use the Airtable solutions platform that Parkwest developed as their “single point of data input and management” across the entire enterprise.”
FAQ
Common Questions
The one that touches the most people on your team or causes the most friction. Campaign launches, client onboarding, content production, intake processes, and reporting workflows are the most common starting points.
You keep the findings regardless of what you decide. If you want to move forward with a full Implementation, the price of your Workflow Assessment is credited toward that engagement. There’s no pitch during the session.
No. The assessment maps your workflow as it currently runs — whatever tools you’re using. Airtable may or may not be the right solution depending on what we find.
A coaching session is you bringing a specific question and working through it together. The Workflow Assessment is a structured diagnostic — we lead the process, deliver a written report, and give you a specific recommended next step.
No — but it’s credited in full toward any Implementation engagement if you decide to move forward.
Ready to Start?
Know exactly what’s broken. Know exactly what to fix.