AutoArchWorkflowsWF-15

Practice dashboard

Nobody can say what is actually happening across the studio.

HUMAN STEPS
1
AUTOMATED
4
RECLAIMED
~4 hrs/month

WF-15 — Practice dashboard. 1 human step, 4 automated steps, about 4 hours a month reclaimed.

  1. Step 1. Any workflow completes (AUTOARCH)
  2. Step 2. Aggregate by project and stage
  3. Step 3. Surface what is slipping
  4. Step 4. Compare billed against the fee schedule
  5. Step 5. Practice dashboard (AUTOARCH)

Risk points in this workflow:

  • Project drifting. A project going quietly wrong is visible in the data weeks before it is visible in a Monday meeting.

Steps you still do:

  • Act on it

What it actually does

  1. 01Any workflow completes
  2. 02Aggregate by project and stage
  3. 03Surface what is slipping
  4. 04Compare billed against the fee schedule
  5. 05Practice dashboard

The risk this covers

Project drifting

A project going quietly wrong is visible in the data weeks before it is visible in a Monday meeting.

What you still do

  • Act on itAt the Monday review

Everything else runs without you.

Part of

All fifteen workflows →
WORKFLOW
WF-15
BAND
BUILD-OUT
REV
01