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10-Minute Assessment
Primary system where your workflow lives today
Ticketing/PSA
Service desk
SIEM/SOAR
Spreadsheet
Email
Slack/Teams
CRM
Multiple systems
Not sure
List the top 3 tools involved in the workflow you want to improve
Approximate monthly volume for this workflow
0–250
251–1,000
1,001–5,000
5,001–15,000
15,000+
Not sure
What unit is that volume?
Tickets
Alerts
Requests
Cases
Other
What is the top workflow you believe should be fixed first?
Alert triage
Intake/onboarding
Ticket routing/queue management
Reporting/compliance evidence
Access provisioning/offboarding
Vulnerability management/patching
Incident response handoffs
Billing/quoting/invoicing
Documentation/SOP upkeep
Other
What “bad outcome” happens when this workflow fails?
What triggers the workflow to start?
What does “done” mean for this workflow?
Which step is the biggest bottleneck?
Intake
Triage/Prioritization
Assignment/Ownership
Enrichment/Research
Approval
Execution/Remediation
Handoffs
Reporting/Closure
Other
Biggest friction point #1
Missing info at start
Manual copy/paste
Too much volume/poor prioritization
Ownership unclear
Approvals slow
Data quality issues
Too many handoffs
Reporting is manual
Automations break
Integrations missing/broken
Security/compliance blocks
Other
Biggest friction point #2
Missing info at start
Manual copy/paste
Too much volume/poor prioritization
Ownership unclear
Approvals slow
Data quality issues
Too many handoffs
Reporting is manual
Automations break
Integrations missing/broken
Security/compliance blocks
Other
N/A
Biggest friction point #3
Missing info at start
Manual copy/paste
Too much volume/poor prioritization
Ownership unclear
Approvals slow
Data quality issues
Too many handoffs
Reporting is manual
Automations break
Integrations missing/broken
Security/compliance blocks
Other
N/A
Provide some context for the friction points you selected
Roughly how much time does this workflow consume per week?
<2 hrs
2–5 hrs
6–10 hrs
11–20 hrs
20+ hrs
Not sure
How often does it go wrong?
Rarely
Monthly
Weekly
Daily
Constant
Not sure
Primary impact when it goes wrong
Revenue loss
SLA misses
Customer churn
Security risk
Compliance risk
Engineer burnout
Leadership visibility gap
Other
How many tools must talk to each other for the Top 1 workflow?
1–2
3–5
6–10
10+
Not sure
Do the needed tools have APIs or webhooks available?
Yes
Some do
No
Not sure
Likely authentication type required
OAuth
API key
SSO/SAML
Service account
Not sure
Current data quality/cleanliness for automation (required fields present and consistent?, etc.)
High
Mixed
Low
Not sure
Environment complexity
Single org
Multi-client/multi-tenant
Not sure
Any hard constraints that affect automation?
HIPAA
SOC 2
PCI
CJIS
FedRAMP
ITAR
Change windows
No external SaaS allowed
Other
None
Who owns this workflow day to day?
Who can approve changes and grant tool access?
Preferred rollout style
Pilot with 1 team/client
Parallel run then cutover
Big-bang switch
Not sure
Full Name
Work Email
Company Name
Website
Company Type
MSP
MSSP
MSP+MSSP
Internal IT
Internal Security
SaaS/Tech
Healthcare
Finance
Gov/Defense
Other
Team / Organization Size
1–2
3–5
6–10
11–20
21–50
51–100
101+
Your Role
Owner/Founder
Ops
IT Director
Security Leader
SOC Manager
Service Desk Manager
Engineer/Analyst
Other
Are you the primary decision maker?
Yes
No
Not sure
Investment readiness
Ready to invest 2.5k+ in 30–60 days
Ready to invest 5+ in 30–60 days
Ready to invest 10k+ in 30–60 days
Maybe depending on ROI/scope
Not right now
How should we deliver your assessment results?
Email only
Email + call
Phone # (Optional)
Anything else we should know or that you would like to share?
Send
