Free implementation template
Business Workflow Discovery Template
Document one workflow from trigger to completed outcome, including systems, handoffs, exceptions, ownership, and measurable baseline.
Section 1
Trigger
What starts the workflow?
Who or what creates the trigger?
What context must exist?
Section 2
Current path
Steps
Owners
Systems
Manual handoffs
Section 3
Exceptions
Common failure states
Escalations
Approvals
Missing data
Section 4
Baseline
Cycle time
Volume
Error rate
Rework
Completion rate