AI workflows for process improvement and SOPs.

Documenting how work is done and improving it: SOPs, process maps, bottleneck reviews and readiness checks.

Who does this work

  • Process improvement manager
  • Continuous improvement lead
  • Operational excellence manager

5 workflow templates ready to adapt, and 18 workflows identified.

Updated

Request this workflowBook a fit call
Examples of the workflows identified
  1. Capture the exceptions in a procedure
  2. Decide whether a piece of work is ready for AI
  3. Map a process and find its bottleneck
  4. Prepare an AI pilot acceptance test
  5. Write a procedure from how the work is done

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Map a process and find its bottleneckMaps one process step by step with waits, handoffs and rework, then finds the step that caps throughput and what to try there first.Workflow template
Build a draft approval workflow for a recurring requestBuilds a stopped, testable approval workflow for a recurring request with intake, review routing and test cases.Illustrative · not built yet
Choose the next process improvementCompares candidate process changes by affected work, bottleneck, dependencies and validation needs.Illustrative · not built yet
Find what reworked cases have in commonCompares cases that keep looping through the same step and proposes tests to tell explanations apart.Illustrative · not built yet
Map ownership at a handoff between teamsMaps a recurring handoff's entry criteria and ownership changes so cases stop waiting or bouncing between teams.Illustrative · not built yet
Prepare a test readiness checklistConnects sample configurations, procedures, fixtures and lab capacity before a verification test campaign.Illustrative · not built yet

Writing procedures and checklists

Capture the exceptions in a procedureWorkflow templateWrite a procedure from how the work is doneWorkflow template
Review a knowledge library for stale, duplicate and unowned entriesIllustrative · not built yet
Turn a repeatedly missed step into a checklistIllustrative · not built yet

AI adoption

Decide whether a piece of work is ready for AIWorkflow templatePrepare an AI pilot acceptance testWorkflow template
Match an AI tool to a proposed useIllustrative · not built yet

Manufacturing operations

Balance work across assembly stationsIllustrative · not built yet
Prepare a cutting or nesting planIllustrative · not built yet
Review a line changeoverIllustrative · not built yet
Review scrap and trim lossIllustrative · not built yet
Sequence jobs across machinesIllustrative · not built yet

Workflow templates

Process map and bottleneck reviewMap one process step by step: who does each step, how long work waits and how long it takes, where it is handed over and where it gets sent back. Then find the one step that caps how much gets finished, and what to try there first. The owner decides what changes.Workflow templatePilot acceptance-test preparationGo into every AI pilot with the test already written: the cases that matter, what good looks like for each and the rule your owner will use to decide.Workflow templateWorkflow fit check: is this piece of work ready for AI?Before you build anything, run one piece of work through six checks and get a straight answer on one short page: build it, build one part, do something simpler first, not yet, or leave it with your people. The owner decides what gets built first, with the reasons in front of them.Workflow templateSOP exception captureTurn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.Workflow templateWrite an SOP from how the work is doneTurn a walkthrough of how one piece of work is really done into a written procedure anyone on the team can follow: who does each step, how they know it is done, what to do when it goes wrong and when to stop and ask. The owner approves it before anyone relies on it.Workflow template

Request this workflow

Tell us the process improvement and SOPs work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Where to go next

All of operations and process improvementEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Within process improvement and SOPs

Other areas of operations and process improvement

Operations and process improvement workflow templates by industry