Workflow Diagnostic
A premium diagnostic experience for understanding where a workflow breaks, how mature it is, and what system should be built next.
Problem questionnaire
Business size selector
Work depends heavily on one person’s inbox, judgment, and memory.
Handoffs are frequent, but systems are still informal.
Role clarity, reporting, and system ownership become more important.
Consistency and visibility matter more than one-off automation.
Industry selector
Merchant operations
Onboarding, POS deployment, equipment, training, statement review, and launch readiness.
Professional services
Client intake, proposals, approvals, delivery status, reporting, and renewal workflows.
Publishing and content
Editorial status, refresh cycles, disclosures, internal linking, and multi-site operations.
Community organizations
Members, volunteers, donations, events, sponsors, and leadership handoffs.
Retail and inventory
Catalogs, item readiness, stock visibility, reporting, and exception workflows.
Custom operations
Any recurring workflow with a clear trigger, owner, and measurable consequence.
Pain point checklist
Workflow maturity score
| Score | Maturity level | Recommended next step |
|---|---|---|
| 0–20 | Undocumented | Map the workflow before selecting tools. |
| 21–45 | Manual but repeatable | Standardize intake, ownership, and status. |
| 46–70 | Partially systemized | Connect tools, improve exception handling, and create reporting. |
| 71–90 | Automated with gaps | Audit reliability, documentation, monitoring, and support boundaries. |
| 91–100 | Product candidate | Evaluate whether the workflow should become reusable software. |
Professional report layout
Executive summary
What the workflow does, why it matters, and the recommended decision.
Current-state map
Trigger, steps, systems, owners, wait states, and exceptions.
Target-state design
The smallest improved workflow, including what remains manual.
Implementation outline
Scope, dependencies, risks, acceptance criteria, and first 30 days.
Build/buy/configure decision
A clear recommendation with boundaries and rationale.
Product signal
Whether the problem is reusable enough for the Themerite product lab.
Recommended next steps
Send the workflow for review
Use the contact page with your business size, industry, workflow summary, and the pain points that apply. Themerite will respond with fit, likely scope, and whether a diagnostic is the right first step.
Frequently asked questions
Is the diagnostic a sales call?
No. It is a structured workflow analysis that produces a decision brief and recommendation.
Do I need to know what software I want?
No. The point is to decide whether the answer should be process, configuration, automation, an existing product, or a custom build.
Can you handle sensitive data?
Initial diagnostics should use redacted examples where possible. Sensitive or regulated data requires separate scope and handling decisions.
What happens after the diagnostic?
You can stop with the report, implement internally, buy a tool, or scope a Themerite system sprint.
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