Your preparation
Select a defined process and test data. Clarify access, system boundaries and approvals; any integrations must be ready for the exercises.
Promte Workflow · Value & prioritisation
Use case workshop
Map recurring processes and find workflows where Workflow can remove manual steps. Assess stability, data, system dependencies and approvals.
Bring managers, subject specialists and relevant IT or data owners together. Leave with a shared basis for deciding where to start and what to investigate further.
See the programmeDuration1 day
FormatA full day at your premises
OutcomePrioritised use cases and a pilot plan
Built around your product and your work.
For process owners, subject specialists, local administrators and IT who need to build and maintain recurring workflows.
- Structuring incoming text
- Recurring summaries and reporting
- Workflows with manual output checks
We identify and prioritise opportunities. Development, implementation, production deployment and validated financial savings are subsequent activities, scoped separately.
From insight to next steps
One day to choose where to start.
Step 01Before the day · 45 minutes online
Prepare the right questions
Focus
We agree on scope with your coordinator and review available examples and data. Select a defined process and test data. Clarify access, system boundaries and approvals; any integrations must be ready for the exercises.
Step 0209:00–10:30
Map needs and opportunities
Focus
Map recurring processes and find workflows where Workflow can remove manual steps. Assess stability, data, system dependencies and approvals. We map recurring tasks, users and the current way of working.
Step 0310:45–12:30
Assess value and feasibility
Focus
We assess frequency, effort, quality and user value alongside data, risks, dependencies and likely operating costs. Assumptions and missing evidence are recorded.
Step 0413:00–14:15
Choose quick wins and a pilot
Focus
We rank opportunities by value and implementation effort. One candidate for a quick win: Try a manually started workflow that structures or summarises standard input without writing back to other systems.
Step 0514:30–16:00
Make the next step practical
Focus
We describe the first pilot, ownership, success criteria and a 30-day starting plan. Pilot focus: One defined workflow with known inputs and outputs, test data, failure handling and a named process owner.
Step 06After the day · 30 minutes online
Follow up on the plan
Focus
Within two weeks, we review the written recommendations and clarify your first steps with the coordinator.
Included in the price
What you take away.
Promte Workflow · Up to 12 participants · one product
- A 45-minute preparation meeting, one full-day workshop with 6 facilitated hours and a 30-minute follow-up.
- A prioritised list of use cases with value hypotheses, assumptions, dependencies and estimated effort.
- 2–3 recommended quick wins, selected from the opportunities we identify together.
- One pilot brief with scope, an owner, data needs, success criteria and a 30-day starting plan.
- Written recommendations within five working days of the workshop.
Before we start.
Time and participants
Invite up to 12 people across management, daily practice and relevant IT/data ownership. Provide a room and a screen. A product subscription is not required for the initial mapping.
A useful first step
Try a manually started workflow that structures or summarises standard input without writing back to other systems.
The price covers the stated activities for one product and the specified participants. Product subscription, travel, accommodation, technical setup, integrations and customer-specific development are agreed separately. The leadership programme and use case workshop can be purchased independently and are not included in the course or annual programme.
See all programmes for Promte Workflow