Pick one workflow that matters.
Start with a recurring process that affects your business goals. Map the steps as they happen today, including informal workarounds.
Separate ownership from participation.
Many people can contribute to a process, but the decision owner should be clear. Document approvals, escalation paths, and handoffs.
Look for friction, not blame.
Ask where work waits, where information is duplicated, and where expectations differ. The goal is to understand the system, not to evaluate individuals.
Make the next improvement manageable.
Choose a bounded change, assign an owner, and set a review date. A practical improvement that the team adopts is more useful than a complex plan that remains unused.
General practical guidance from Afirm Consulting. Not a formal audit, legal opinion, or guarantee of outcomes.