Workflow Efficiency Scorecard

Core ERP system:

Very confident - Data is synced and reliable

Re-entering the same data in multiple systems

Approvals stalling due to missing documents or information

Payments delayed due to unmatched or incomplete paperwork

Chasing people for updates, signatures, or missing details

Compliance checks or audits are stressful and time-consuming

Difficulty tracking job-specific documents (e.g., lien waivers, BOLs)

High employee turnover for 1 or 2 key roles

Significant (Causes delays, errors, or missed opportunities)

Critical (Puts revenue, compliance, or customer relationships at risk)