A practical self-check to help growing businesses spot friction in manual processes before it becomes expensive.
Most businesses don't decide to outgrow spreadsheets. They simply reach a point where version conflicts, missed approvals and unreliable reports start slowing the business down. This checklist helps you see the signals earlier.
Work through the five areas below and tick every statement that sounds familiar.
Answer for how work actually happens today — not how it's supposed to happen.
Your running total updates as you go, with a simple signal for what to consider next.
The businesses we talk to rarely check too early — they wait too long. The goal is to spot operational friction while there's still room to improve it calmly and deliberately.
Tap a category to expand or collapse it. Your total updates live as you check items — no need to add anything up yourself.
This updates automatically as you check items above — no need to count anything yourself.
Your personalized signal will appear here as you go through the checklist.
What is the one process you would fix first if you had to remove one source of operational friction tomorrow?