process-mapper_skill

Overview

This skill maps workflows, extracts SOPs, and identifies automation opportunities through a structured discovery-to-delivery workflow. It grounds an SOP-first doctrine: document actual work, expose tacit knowledge, and use tractability assessments to prioritize automation. Deliverables include process maps, SOP documents, automation zone analyses, and implementation roadmaps.

How this skill works

Run a diagnostic to determine SOP state (fiction, nonexistent, accurate) then follow a five-round process discovery interview to capture high-level flow, step decomposition, decision points, edge cases, and context dependencies. Document the process in the most appropriate format (linear SOP, decision tree, swimlane, or visual diagram), mark tacit knowledge and exceptions, then classify each step on a two-axis tractability grid. Finally, analyze automation opportunity zones, prioritize by pain × feasibility, and produce ROI-backed roadmaps.

When to use it

• Document a process that has no reliable SOP
• Conduct process discovery interviews with teams or individuals
• Create SOPs from tacit knowledge and shadow processes
• Assess which tasks are good candidates for automation
• Prioritize automation projects based on ROI and feasibility

Best practices

• Capture the actual current state, not the aspirational process
• Use the five-round interview: flow → decomposition → decisions → exceptions → context
• Label tacit decision points (black box) instead of forcing HOW details
• Include frequency, volume, and pain metrics to inform prioritization
• Validate maps with the process owner and iterate

Example use cases

• Map customer onboarding to reveal manual handoffs and quick RPA wins
• Document expense approval SOP and identify rule-based automation zones
• Interview support team to surface tacit triage rules for copilot design
• Analyze reporting workflows to separate data-gathering (automatable) from insights (human)
• Prioritize a portfolio: quick wins first, strategic investments second