Stop chasing the same handoffs every week.
An approved job sits in email. Someone retypes customer details into another tool. Nobody knows who moves the work forward. Andrew Naron maps a priority workflow and gives you a written plan for clearer ownership, fewer manual steps, and visible status.
Start with the handoff causing the most trouble. Scope, timeline, and fee are agreed before paid work begins.
You know where work gets stuck. You need a way to fix it.
A focused workflow review is useful when you can name a recurring handoff or manual task and the people and tools it touches.
Work waits for someone to chase it
Sales, operations, and billing each have part of the picture. A request moves only when someone sends another message.
The same details get entered twice
Staff copy information from email or a spreadsheet into the next system, then spend time reconciling differences.
Status depends on one person
There is no shared view of what is ready, waiting, or missing information. An absence leaves the team guessing.
If the problem spans several workflows and you are unsure where to begin, a Business Systems Assessment can help set priorities. The free call establishes which scope fits.
A practical design for the workflow you agree to review.
The scope names its starting point, finishing point, people, and systems. Recommendations cover that agreed boundary.
A map of the current workflow
The steps, owners, tools, required information, and places where work waits or repeats. Include the spreadsheets and workarounds people actually use.
Redesigned handoffs
Proposed responsibilities, required information, and status changes for each handoff. Identify what makes work ready for the next person and what happens when details are missing.
Automation and integration recommendations
Which manual steps are candidates for automation, what must be clarified first, and whether existing tools can support the change. Recommendations are vendor-neutral.
A rollout and measurement plan
The proposed sequence, ownership, dependencies, and measures to agree with your team. You keep the documentation and can use it with your team or implementation partner.
This engagement delivers analysis, workflow design, and a plan. Software purchasing, configuration, integration builds, and implementation are separately scoped. Andrew can guide that next step if agreed.
From signed agreement to a team ready to start.
This sample shows the level of detail in a handoff review. It is an illustrative example, not a client case or a promised result.
Your findings and recommendations depend on the actual workflow. Savings and improvement targets need a measured baseline.
Andrew Naron, Founder & Principal.
Discuss the problem and the proposed workflow directly with Andrew.
Systems experience and small-business ownership.
Based in Ballwin, Missouri
Andrew has spent 20+ years inside a Fortune 30 enterprise, with responsibility for production data, applications, integration, automation, reliability, and governance. He has also owned and operated small businesses since 1999.
His hands-on work with data pipelines, Microsoft 365, and Azure informs how he evaluates the people, information, and tools on both sides of a handoff.
Read Andrew’s background →Describe one workflow, then agree the scope.
Before you request a call.
How is this different from a Business Systems Assessment?
A workflow review focuses on a defined flow of work and its handoffs. A Business Systems Assessment looks across connected systems and workflows to decide where improvement should start. You do not need a full assessment to discuss one specific workflow.
Will you build the automation for us?
This service identifies automation opportunities and designs the proposed workflow. Software configuration, integration builds, and implementation are separately scoped. Andrew can guide implementation if agreed. Process Automation Strategy goes deeper into prioritizing automation work.
Do we need to replace our software?
Not necessarily. The review starts with how work moves and what your existing tools can support. AAG does not resell software or take platform commissions. A clearer owner, intake record, or status rule may be the first change to evaluate.
What will you need from our team?
A person who owns the workflow, input from the people doing the work, and the agreed examples or system information needed to trace it. Team time and access requirements are confirmed during scoping.
How much does it cost, and how long does it take?
The fee and timeline depend on the workflow boundary, systems involved, access needs, and depth of review. They are agreed in writing before paid work begins. Start with a free call to discuss your scope.
How do we start?
Request a free 20-minute call with Andrew. Describe the handoff or manual task and the tools involved if you can. He replies within one business day to arrange the conversation.
Which handoff keeps sending work back?
Tell Andrew what happens, who has to chase it, and the tools involved. Use a free 20-minute call to decide whether a focused review would help.
Andrew replies within one business day. St. Louis metro and remote nationwide.