Teams workflow consulting

Your team has Claude. That's not the same as having a system.

I turn the work your team knows by heart into a clear, repeatable system people and AI can use—without adding a tool your team has to work around.

Schedule a team conversation Read the engagement brief
Jordan Shaw, Lookingglass Works consultant
Jordan Shaw · Lookingglass Works
The starting point

A Workflow Audit makes the work visible before anyone tries to improve it.

Jordan works with teams that need the operating work made clear before they add another tool or automate the wrong thing.

Most teams do not need more ideas for AI. They need a shared picture of how work really moves: what comes in, who decides, where it gets stuck, and what a good result looks like.

The audit captures that picture in plain language, then turns it into a practical map, a set of next moves, and a first workflow your team can test.

Demonstration artifact

What a Workflow Audit looks like in practice.

This illustrative excerpt shows the kind of clarity a team can use. It is not a client workflow.

Workflow Audit Invoice exception review
Illustrative sample

What comes in

An invoice that does not match the purchase order, receipt, or agreed rate.

What goes out

A resolved invoice, a documented exception, or a decision that can be approved without starting over.

Where the work gets messy

  • Details arrive through email, chat, and a shared drive.
  • The approver is unclear when the amount crosses a threshold.
  • Past decisions are hard to find, so the same question gets researched again.

Decision to keep

Approve only when the exception reason, supporting evidence, owner, and approval level are recorded in the same place.

1CollectInvoice + order + receipt
2CheckCompare facts and flag gaps
3DecideRoute to the right owner
4RecordSave the decision and reason
First test: Run five completed exceptions through the new path and compare the time, rework, and unanswered questions.
Context folder: policy · examples · approval rules · current queue
The full engagement

Want the details before you book?

The Workflow Audit Engagement Brief explains what happens, what you receive, what it needs from your team, and the decisions you keep.

Read the engagement brief

Find the gap. Build the system.

Bring one workflow your team keeps circling around. We will decide quickly whether a Workflow Audit is the right place to start.

Schedule a team conversation Book a working session

A focused conversation about the work—not a sales funnel.