The 90-minute workflow audit for adaptation opportunities
Tool browsing feels productive and rarely produces adaptation. The 90-minute workflow audit is a disciplined alternative: one workflow, one outcome, one cross-functional conversation, concrete next steps.
Choose a workflow with clear business impact — quote generation, client onboarding, inventory reorder, campaign launch. Gather three people: someone who executes, someone who receives the output, someone who sees the downstream effects (often sales or finance). No laptops except for a shared screen showing the actual steps.
Walk the workflow start to finish. Ask at each step: What triggers this? What information is needed? Where do we wait? Where do errors happen? What would 'good' look like in half the time? Capture verbatim pain language — it predicts adoption better than technical specs.
Score each step for adaptation potential using a simple matrix: repetition (high/medium/low), data availability (high/medium/low), risk if wrong (high/medium/low). High repetition, available data, manageable risk — pilot here. High risk regardless of repetition — add human review or postpone.
End the session with one owner, one two-week experiment, and one metric. Not three pilots. Not a roadmap deck. One testable change. Schedule a 30-minute follow-up before anyone leaves. This cadence is how entrepreneurial teams build adaptation muscle without drowning in initiatives.
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