WSI Business Process Assessment™

Know what to improve before investing in the fix

Find where manual work, slow handoffs, and disconnected information are holding your team back. The WSI Business Process Assessment gives you a current-state view, prioritized opportunities, and a practical improvement roadmap.

Discuss Your Assessment See What You Receive

Begin with a discovery conversation. Assessment scope, timing, participants, and fees are defined in a proposal before engagement work begins.

Relevant WSI project experience

Practical experience behind the recommendations

These implementation case studies show WSI's experience with the workflows and systems that support everyday operations.

Invoice management across scattered spreadsheets

WSI built a shared invoice database with spreadsheet imports, validation, searches, and spend reporting for a multinational soft-drink company.

Read the invoice management case study

Production scheduling across two facilities

WSI enhanced a manufacturer's scheduling database with location management, conflict validation, calendar views, and reporting exports.

Read the production scheduling case study

Independent decision value

A consulting engagement—not a software estimate

The assessment examines agreed processes, information flows, supporting systems, controls, and operating outcomes. It creates value independently of any implementation sale: leadership receives a clearer current-state view, prioritized opportunities, value questions to validate, and options for moving forward with WSI or another qualified party.

What is assessed?

The work as it operates today

Business objectives, process steps, stakeholders, information, decisions, handoffs, exceptions, controls, supporting systems, and operating constraints.

What does leadership receive?

A structured basis for action

Executive findings, a current-state view, an Opportunity Register™, priorities, value hypotheses, a roadmap, and practical decision options.

Typical engagement sequence

A disciplined process tailored to the agreed scope

The sequence below is representative. The exact activities, participants, evidence, timing, and depth are tailored to the business question and scope approved for the engagement.

Align
Confirm objectives, scope boundaries, stakeholders, evidence, constraints, and the decisions leadership needs to support.
Discover
Review available evidence and learn how the current process, information, controls, and systems operate.
Evaluate
Identify friction, dependencies, risks, improvement options, and value hypotheses that require client evidence.
Roadmap
Prioritize findings and present practical next steps, decision points, measures, and implementation options.

Typical evidence

Understand the process from more than one point of view

Leadership context

Objectives, service expectations, risks, constraints, priorities, and decisions the assessment must inform.

Employee experience

How work is received, performed, handed off, approved, corrected, escalated, and completed.

Process evidence

Forms, reports, procedures, examples, volumes, cycle times, exceptions, and other available operating information.

Information flow

Where information originates, how it changes, where it is re-entered, and how people determine which version to trust.

Supporting systems

Applications, databases, spreadsheets, integrations, and manual tools that enable or constrain the current process.

Controls and measures

Approvals, responsibilities, security, quality checks, performance measures, and exception management.

Management deliverables

Outputs designed to support decisions

Executive findings

A concise view of material observations, implications, and the management questions requiring attention.

Current-state view

A shared representation of the process, stakeholders, information, systems, controls, and important points of friction.

Opportunity Register™

A structured inventory of improvement opportunities, dependencies, questions, risks, and evidence needs.

Priorities and hypotheses

A reasoned ordering of opportunities and value hypotheses that must be tested against client evidence—not guaranteed savings.

Improvement roadmap

A sequenced path that identifies near-term actions, enabling work, decisions, dependencies, and later opportunities.

Decision options

Options may include proceeding, deferring, investigating, retaining, stabilizing, integrating, or implementing with WSI or another qualified party.

Illustrative structure

How an anonymized roadmap may organize action

This example shows a management structure, not client results, promised timing, or a prescribed solution. Actual priorities depend on the engagement evidence.

Horizon 1

Clarify and stabilize

Confirm ownership, definitions, decision rules, immediate control gaps, and evidence needed for later choices.

Horizon 2

Simplify and connect

Remove avoidable steps, improve handoffs, standardize useful information, and evaluate targeted integration.

Horizon 3

Implement and measure

Deliver approved changes in controlled increments and compare observed outcomes with the agreed measures.

Tailored scope

Match the assessment depth to the decision

Start with the workflow or decision that matters most. In discovery, we discuss the people involved, supporting systems, available evidence, and desired outcome. Your proposal defines the assessment boundaries, deliverables, timing, client participation, and fees before work begins.

Focused

A bounded process, department, workflow, or management question with a specific decision need.

Standard

A cross-functional process with multiple roles, systems, handoffs, or improvement opportunities.

Enterprise

A broader operating context involving multiple processes, business units, dependencies, or governance questions.

Industry-informed

A tailored scope that accounts for relevant operating context while avoiding unsupported assumptions or generic industry prescriptions.

Qualification

When an assessment is—and is not—the right next step

A likely fit

Leadership needs an objective path forward

A meaningful process problem or opportunity is visible.
Stakeholders can participate and relevant evidence can be reviewed.
Leadership is open to more than one improvement option.
The organization wants priorities before committing to implementation.

May not be a fit

The decision has already been prescribed

The request is only for a fixed-price product quote.
No access to process owners or useful evidence is possible.
The desired conclusion cannot be questioned.
The need is an emergency repair requiring immediate technical support.

Frequently asked questions

What to expect

Do we have to hire WSI for implementation?

No. The assessment is intended to create independent decision value. Leadership may proceed, defer, investigate, retain the current approach, or implement with WSI or another qualified party.

Why are assessment prices not listed?

The required effort depends on process boundaries, stakeholders, evidence, systems, complexity, and the decisions the assessment must support. Scope is tailored before an engagement is proposed.

Will the assessment guarantee savings or return?

No. Potential value is framed as hypotheses that require client evidence. Outcomes depend on the selected actions, implementation, adoption, operating conditions, and measurement quality.

Does modernization always mean replacing existing systems?

No. Retain, stabilize, extend, integrate, migrate, and replace are all legitimate options. The right path depends on business need, risk, value, constraints, and evidence.

Discuss the assessment your decision requires

Begin with the process, business objective, available evidence, and the questions leadership needs to answer.

Discuss Your Assessment

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About Us

WSI is a small business and a leading provider of custom programming and database solutions for government entities, Fortune 1000 companies, and emerging businesses. We are your custom development experts.

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836 N. 2nd St.
Box 726
Ames, Iowa 50010

(515) 239-9900
Fax: (515) 239-9800

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