Workflow & Process review | Identify inefficiencies

Bring one thing that is repeatable and time-consuming to a 60 minute information, document, and workflow review.

Make work easier. Start with the information.

Together, we will follow how the information moves, see where the effort builds up and identify a practical place to start. No project brief. No presentation. Just one real example from your working day.

See where information, documents and work get stuck.
Separate the checks that matter from effort that keeps being repeated.
Receive a short written summary and a recommended next step.

What would you like to make easier?

Bring us one thing.

Trusted by organisations across the UK to deliver secure digital transformation

Does this feel familiar?

"I know it exists, I just can't find it!"

The record could be in an inbox, shared drive, SharePoint site or business system. Finding it depends on knowing where to look, or who to ask.

"We enter the same details more than once."

A document arrives, somebody checks it, then keys the information into a spreadsheet or another system.

"It's waiting, but nobody can see why."

The task is sitting with a person, in a queue, or in an approval step. Progress depends on someone remembering to chase it.

"We have three versions and no clear owner."

People spend time comparing files or checking with colleagues before they feel safe to act.

What happens in the review

We will ask you to talk us through one current process that can be automated.
We will look at the information it depends on, the documents involved, the handoffs between people and systems, and the checks that protect quality.
Then we will identify one improvement worth exploring.

Who you will speak to

CloudClevr specialists in data, document management and workflow. We start with your organisation and the outcome you need, then bring in the technology only when it helps.

Not ready to talk?

Use our five-question checklist to follow one task and find where the effort builds up.

Bring us one thing

Backed by global technology leaders

Questions you may have

Digital storage does not automatically make information easy to find. Documents may be spread across email, shared drives, Teams, SharePoint, OneDrive and business systems.

Even when files are held centrally, unclear naming, inconsistent metadata, permissions and multiple versions can make the right document difficult to identify. The first step is to understand where people actually look, which version they trust and how ownership is managed.

Start by agreeing where the authoritative document should live and who owns it. Use platform version history rather than creating filenames such as “final”, “final v2” and “final approved”.

It also helps to review how documents are shared. Downloading files and sending them as email attachments often creates new, uncontrolled copies.

The approval itself may take only a few minutes. The delay often happens between steps.

Typical causes include incomplete submissions, unclear ownership, hidden queues, unavailable approvers and exceptions without an agreed route. Looking separately at working time and waiting time can reveal where the process is actually getting stuck.

A single source of truth is the agreed authoritative record for a particular purpose.

It does not necessarily mean storing everything in one system. It means people understand which record they can trust, who owns it and how information held elsewhere relates to it.

No. Governance, retention and access are important, but weak document management also affects customer service, operational costs and people’s everyday experience at work.

When information is difficult to find or trust, people spend more time searching, checking, correcting and chasing.

Not necessarily. We can either provide a new platform or work with your existing approach (like SharePoint) to make it operate like a dedicated document management platform. It depends on your needs and environment.

The better starting point is to understand the information, ownership and workflow problem. That may identify an opportunity to improve the technology you already have, connect existing systems or introduce more specialist capability where it is genuinely needed.

Yes. We have many solutions that are compatible with SharePoint.

We can examine how information is captured, organised, found, shared and acted upon within SharePoint, as well as how SharePoint connects with email, Teams, OneDrive and other business systems.

Bring one task that is repeatable and time-consuming and costly.

It could involve finding a record, processing a document, setting up a new customer, entering the same information into different systems, managing an approval or chasing an update. One recent example is more useful than a polished presentation.

Please do not send confidential information or documents before the session.

We will follow one real example from beginning to end. We will look at:

Where the information or document arrives
What people need to find, check or correct
Where information is entered more than once
How ownership and status are managed
Where the work waits
Which decisions genuinely require human judgement
What a useful improvement would look like

The aim is to identify the underlying source of effort rather than jump immediately to a product or technology.

No. The session focuses on information, documents, data and workflow.

If another technology such as AI becomes relevant later, it can be considered in the context of a clearly understood problem. The starting point is making the existing work easier, more visible and more reliable.

You will receive a concise written summary of what we heard, where the main friction appears to be and a recommended next step.

That next step might involve information structure, document management, data quality, system integration, workflow design or better use of technology you already have.

No. The session is designed to give you a clearer understanding of one recurring problem and a sensible place to start.

If further support would be useful, CloudClevr can bring in the appropriate data, document management or workflow expertise, including specialists from the Flow team.