Workflow inventory
The relevant work, systems, hand-offs, owners, volumes and recurring exceptions documented in one view.
The Clerq Diagnostic turns operational drag into a prioritised, controlled and commercially usable roadmap.
For founder-led UK businesses with £1m to £20m revenue. In two weeks, Clerq traces the work, tests the business case and sets out what to change, what not to change and what each viable build would require.
From £2,500. No obligation to use Clerq for a later build.
The output is designed to let management decide where to invest, where to fix the process first and where automation is not justified.
The relevant work, systems, hand-offs, owners, volumes and recurring exceptions documented in one view.
Available evidence on time, delay, error, control exposure or decision friction, with assumptions stated where measurement is incomplete.
Opportunities ranked by value, feasibility, risk, dependency and the strength of the available evidence.
Required human review, ownership, access boundaries, exception routes and acceptance criteria for viable changes.
The simplest suitable approach for each priority, including fixed-price Clerq build recommendations where a build is justified.
A 60-minute management walkthrough of the evidence, recommendations, dependencies and proposed next steps.
The Diagnostic works best when a business has a visible bottleneck and is prepared to examine the workflow behind it.
The timetable starts once the agreed people, access and inputs are available.
Confirm scope, decision owners, evidence requirements, access and the questions the Diagnostic must answer.
Map the current workflow with the people who run it and establish the strongest available baseline.
Test value, feasibility, controls, dependencies and implementation choices before ranking the opportunities.
Deliver the written roadmap, recommendations and walkthrough, including build scope only where justified.
The Diagnostic is a standalone engagement. You can implement its recommendations internally, take them to another builder or ask Clerq to quote for the work it recommends.
Review a fictional example of the inventory, prioritisation method, controls and roadmap.
Get the sample →See the finance, operations, support and reporting problems Clerq can assess.
View services →A practical method for testing payback without relying on unsupported benchmark claims.
Read the guide →Request a short fit call. Clerq will reply to arrange a time and establish whether the operating problem is suitable.