Workflow Friction Scorecard

Find the practical first step hiding in the messy work.

Answer a few practical questions about what feels harder than it should. You will get a directional result, a likely first-step category, and a short list of what to bring into a Business Systems Checkup.

No login is required, no private business data is needed, and your result is generated locally in the browser.

Start with the friction

Not sure what kind of help the problem needs?

The issue might be a website, spreadsheet, Microsoft 365 setup, workflow, report, internal tool, or support problem. This scorecard helps sort the messy version into a practical next step.

Answer the questions

Where does the work feel harder than it should?

Choose the answer that best fits right now. Version 1 does not ask for names, revenue, client details, passwords, private files, internal URLs, customer data, medical information, financial account data, or confidential process details.

01 How often does your team enter the same information in more than one place?
02 Has a spreadsheet become the place where the real process lives?
03 Do approvals, requests, or handoffs get chased through email, texts, or memory?
04 Is it unclear who owns the next step when work gets stuck?
05 Does reporting require manual cleanup, exports, copy-paste work, or repeated follow-up?
06 Does your website make it harder for people to understand what you do or what to do next?
07 Do you already have Microsoft 365, but still handle forms, files, approvals, or tracking mostly by hand?
08 Do the same technology issues keep interrupting work without a clear owner or plan?
09 Does the work feel too specific for a normal spreadsheet, but too small for a large software platform?
10 What best describes the impact right now?

Your result

Your scorecard result will appear here.

Complete the questions above to see the overall friction level, likely first-step category, practical first fix, and what to bring into the Business Systems Checkup.

Bring the messy version into a Business Systems Checkup.

If the result sounds close, talk it through. STAT Central can help sort whether the next move is a website, workflow, Microsoft 365 cleanup, reporting view, internal tool, or practical support step.