Self-assessment

Where do your processes stand? Your diagnostic in 6 minutes.

Four steps, questions drawn from your line of work, no figures to know. You receive by e-mail a clear finding, your three priorities with a concrete first step, and the map of one of your circuits.

1
30 seconds
Your need

What brings you here (sales, quality, production or steering), then sector, headcount, tools.

Why? To ask you the questions of your line of work, with cases close to yours.
2
2 min 30 · 12 questions
Your practices

How information flows, how you find your data, your tools, and your capacity to innovate.

Why? To measure where you stand on these four themes, in plain words.
3
3 minutes
Your priorities and your circuit

What makes you lose time, and how much, what you want to fix within 3 months, and one important circuit, step by step.

Why? So that your priorities are yours, not generalities.
In your inbox
Your diagnostic

A one-sentence finding, your three priorities with a concrete first step, the time lost each year and the map of your circuit.

And then? 30 minutes to talk it over, if you wish.

What you will receive

“Your tools really help you, but information is still re-keyed and lost between steps.”

1Remove re-keying between request and invoice
2Make the progress of every file visible
3Prepare audits without digging through e-mails

Example result. Yours depends on your answers.

Before you start

Answer according to what really happens, not what should happen.
Not sure? Every question offers “I can’t answer”. That is useful information too.
You can go back at any time.
Your answers are only used to establish your diagnostic and prepare a possible conversation.

Where do your processes stand? Your diagnostic in 6 minutes.

Your need

Your practices

Your priorities and your circuit

Your diagnostic

What you will receive

Before you start

What brings you here first?

Tell us about your organization.

When information comes in (a request, an order, a sample, a patient), what happens to it?

The last time you had to chase a client, a supplier or a colleague, how did it go?The last time you had to chase a client, a supplier or a partner, how did it go?

A client or a colleague calls to find out where their request stands. What do you do?A client asks you where their request stands. What do you do?

For the last client complaint or the last inspection, how did you gather the information?For your last inspection, complaint or year-end accounts, how did you gather the information?

A former client asks again for a quote or a similar project. You start again…

If you were asked how long an order takes, from request to invoice, you would…

A sample or a batch is being analyzed or inspected. You are asked where it stands: you…

A deviation or a non-conformity is found. How is the corrective action followed up until it is closed?

At the last audit (accreditation, client, authority), how did you find who did what, with which equipment and which version of the method?

To spot a drift (a piece of equipment, a method, a supplier), do you use the history of your results?

If you were asked for the average turnaround of your results and the non-conformity rate of the quarter, you would…

A production order or a field job is under way. You are asked where it stands: you…

A machine breaks down or a part is missing. How is the schedule revised, and who is told?

A client reports a defect on a delivered batch. How do you find the materials, the machine, the operator and the settings?

To set up a machine or cost a production run, do you use past production runs?

If you were asked for last week’s scrap rate or efficiency, you would…

How are the figures for your management meeting or board prepared?How do you prepare the figures of your business (monthly review, meeting with your bank or accountant)?

A manager needs a figure (activity, lead time, cost, occupancy rate). How do they get it?You need a figure (revenue for the month, a lead time, a project’s margin). How do you get it?

Two departments give two different figures for the same thing (number of clients, patients, hours). This happens…Your figures do not match from one tool to the next (bank, invoicing, spreadsheet). This happens…

To forecast (a peak in activity, a staffing need, a budget), do you use your history?To forecast (a busy period, your cash flow, a budget), do you use your history?

Your mandatory reports (supervisory bodies, funders, annual reviews, filings): how do you produce them?Your mandatory filings and reports (accounting, tax, social): how do you produce them?

To run your day-to-day activity, you mostly use…

When a piece of information changes in one tool (address, status, result), what happens in the others?

Today, AI in your organization is mostly…Today, AI in your business is mostly…

Tomorrow, you add an activity (rental, subscription, new service). To manage it, you…

The last time you launched a new product or service, when did you think about the software and the figures to track?

Have you ever sold or offered something thanks to your data or tools? For example online tracking for your clients, an automatic report, a subscription.

What makes you lose the most time?

Where do you want to go?

Choose the circuit that matters most to you, then tell us how information moves at each step.

At which step does information have to be asked for again or retyped?

Your finding, your three priorities and the map of your circuit.

Where should we send it?

Your three priorities

Shall we talk it over? Book 30 minutes.

Move ahead on your own, with Liquid.