Interactive tool

Workflow Scorecard

Use the 4-of-6 rule to decide whether a workflow is ready for a fit call, needs narrowing, or should stay out of deployment.

How to use this

Use this before a fit call or leadership discussion. Score one specific workflow, not a department or transformation theme.

The 4-of-6 scoring rule

A workflow should meet at least four conditions before it enters a Deployment Pod. Fewer than four means the workflow is too early, too broad, or missing a business owner.

Criterion	What good looks like	Evidence to bring
Frequent	Happens weekly or daily	Volume, tickets, invoices, leads, reports
Time-consuming	Consumes meaningful human effort	Hours per week, team count, delays
Existing data	Data already lives in systems	CRM, ERP, inbox, project tool, spreadsheets
Repeatable rules	Decisions follow patterns	Approval thresholds, routing rules, exception types
Senior owner	Decision-maker can unblock access	COO, CFO, founder, head of revenue, delivery head
Measurable KPI	Before/after can be tracked	Time saved, revenue recovered, cost reduced, risk lowered

Interpret your score

Score	Meaning	Recommended action
0-1	Too early	Do not buy a diagnostic yet. Find a real owner or measurable KPI first.
2-3	Needs narrowing	Reduce scope to one workflow slice with clearer rules and data.
4-6	Fit-call ready	Book a Workflow Fit Call and bring the owner, systems list, and KPI baseline.

Common scoring mistakes

Scoring an entire department instead of one workflow.
Counting pain as proof of deployability.
Assuming data exists because the team can see it manually.
Ignoring the person who must approve rules and unblock access.
Using vague goals like productivity instead of measurable KPIs.

FAQ

Practical answers before you use this resource.

Who should use Workflow Scorecard?

Use this resource when you have one specific workflow in mind and need to evaluate owner, KPI, data, access, approval rules, and deployment readiness.

Is this a replacement for a Workflow Fit Call?

No. It helps prepare the conversation. The fit call qualifies whether the workflow deserves a diagnostic or should be narrowed or rejected.

How should this be shared with stakeholders?

Share it with the business owner, operations lead, IT/security stakeholder, and anyone responsible for approving workflow rules or system access.

What is the next step after using it?

If the workflow has visible pain, repeatable rules, accessible data, and a KPI baseline, the next step is a Workflow Fit Call or Workflow Deployment Assessment.

Next step

Score the workflow interactively

Use the live scorecard when you want a faster read and a suggested next step.

Open scorecard Book Workflow Fit Call