Secure Workflow Replacement™ Assessment (Phase 0)

Understand the Risk Before You Replace the Workflow.

Most operational risk doesn’t come from technology failure — it comes from fragile processes held together by email, spreadsheets, shared drives, and institutional memory.

The SWR Assessment (Phase 0) is a structured, low-disruption evaluation of how work actually flows through your organization today — where information enters, how decisions are made, where approvals stall, and where risk quietly accumulates.

This phase is diagnostic, not prescriptive. No tools are sold. No systems are replaced.
The goal is clarity.

What This Phase Examines

• How requests, applications, or inquiries are received

• Where manual handoffs occur between people or departments

• How approvals, follow-ups, and exceptions are handled

• Where data is duplicated, lost, or inconsistently updated

• Which steps introduce security, compliance, or reputational risk

• How visibility and reporting are currently achieved (or not)

We document what exists, not what should exist.

What You Receive

• A clear map of your current workflow(s)

• Identified friction points and failure modes

• Risk exposure summary (operational, security, continuity)

• Opportunities where replacement — not optimization — is warranted

• A written Secure Workflow Replacement™ Opportunity Report

This report can be shared internally with leadership, IT, compliance, or boards — without interpretation or selling.

Who This Is For

• Organizations relying on email + spreadsheets for core processes

• Teams experiencing delays, lost requests, or manual follow-ups

• Leaders who feel operational risk but lack visibility into the cause

• Organizations preparing for automation but needing governance first

Phase 0 ensures that no automation is applied to a broken workflow.