SEIBEL FORGE — WORKFLOW FIT CHECKLIST (EXAMPLE)
1. What recurring manual task or dropped handoff causes the most work?
2. Which systems and inboxes contain its data and status today?
3. How many eligible opportunities or transactions occur monthly?
4. Who owns the next action, exception, consent and customer commitments?
5. What would count as a verified improvement, and what is the baseline?
6. What constraints, security/privacy requirements and operating capacity apply?
The consultation and pilot are subject to mutual agreement, scoping and permissions.