Workflow basics
Record what starts the process, what ends it, who owns it, and how success is currently measured.
Identify every handoff, approval, duplicate entry, document request, and status check.
Tool and data movement
List every tool involved and mark where data is copied, exported, manually cleaned, or re-entered.
Risk and exceptions
Capture what breaks most often, what requires senior approval, what creates rework, and what cannot be automated without human review.