Trace one request
Where did it arrive? What information was missing? Which version did the team use? What happened next?
Free resource · No email required
Find the friction before buying the fix.
Map one recent example with your team. Check what your existing tools can do. Leave with a brief you can use with Stratavyn or any provider.
This worksheet stays in this page until you explicitly download, copy or move it into a private saved build. Do not enter secrets, customer records or confidential details. Refreshing loses unsaved entries.
Four checks before a custom build
Find repeated handoffs
List checking, copying and chasing. Separate normal cases from exceptions. Confirm frequency with the person doing the work.
Check the incumbent
Review native features, settings, integrations and vendor assistance. A better checklist may be enough. Missing documentation does not prove a gap.
Keep authority clear
Name the roles that approve money, commitments, changed instructions and access. Agree what must stop or route to a person.
Your reusable workflow brief
Estimate capacity, not promised savings
Use your own monthly inputs. These numbers do not establish urgency, budget or a business case.
Enter your estimates to calculate monthly hours and capacity value.
Want a second pair of eyes?
Optionally carry this brief into the configurator. Saving and requesting human review are separate actions. You do not join a mailing list.