Digital Workflow Audit Checklist This checklist helps organisations to quickly identify how optimised digital workflows can transform their internal processes & service delivery. Tick the boxes that apply to your organisation. 🛠️ Processes & Workflows We rely heavily on manual data entry Teams often re-key information between different systems Processes vary between departments and aren’t standardised 💻 Systems & Applications Our systems don’t all connect (CRM, Finance, Payroll, HR, etc.) Data exports/imports are common We lack a single source of truth for our data. 📊 Data & Reporting Reporting is manual and time-consuming We can’t access real-time insights Staff struggle to find accurate data quickly 👥 People & Adoption Teams lack training or confidence in current tools There’s resistance to adopting new processes Admin work takes time away from service delivery 💬 Communication & Collaboration Teams spend too much time emailing back and forth to coordinate tasks Information gets “stuck” with individuals rather than shared across the team We rely heavily on spreadsheets or paper for tracking staff or service users 🤝 Service Delivery & Beneficiary Experience Partners often must provide the same information multiple times It’s difficult to track outcomes or impact consistently Teams spend more time on admin than directly supporting service users 🚀 Strategy & Future Readiness We don’t have a clear digital strategy or roadmap Our technology feels outdated compared to what we need We’re worried about keeping up with reporting or compliance demands Email * Download the Digital Workflow Audit Checklist instead Download Checklist