HARVEST CHAOS.BUILD SYSTEMS.
WorkflowHarvest turns messy process notes, SOPs, spreadsheets, meeting notes, and stakeholder input into build-ready workflow briefs, Scrum user stories, acceptance criteria, QA notes, and implementation roadmaps.
Structured intake
Clean exports
Built for the handoff between business process and IT development.
The product is not just a generic chatbot. It gives consultants, BAs, Product Owners, Scrum Masters, developers, and QA teams a repeatable path from unclear intake to backlog-ready delivery artifacts.
Capture intake
Paste notes or upload PDFs, DOCX files, CSVs, spreadsheets, SOPs, or process descriptions.
Identify the workflow
Surface actors, handoffs, manual steps, approvals, exceptions, risks, dependencies, and missing information.
Generate build artifacts
Create requirements, Scrum user stories, acceptance criteria, QA notes, and implementation guidance.
Export for delivery
Download client-ready Word documents, PDF-ready print views, Jira-ready CSVs, and QA/UAT documentation.
Sample output: from process mess to Scrum-ready work.
Click through the full feature set a buyer would care about: intake, gap analysis, automation scoring, requirements, Scrum stories, acceptance criteria, QA/UAT notes, risks, missing questions, roadmap, and clean exports.
Email requests, Excel tracking, Teams approvals, delayed ticket creation, unclear workflow rules, and missing developer-ready details.
WorkflowHarvest captures the context IT teams need before refinement.
The user can provide project name, client, industry, process description, pain points, systems/tools, desired outcome, constraints, data sensitivity, and supporting files.
- Upload PDFs, DOCX files, spreadsheets, CSVs, TXT files, or paste raw notes.
- Autofill likely fields from uploaded documents where possible.
- Preserve the original messy input for traceability and human review.
Missing validation rules
Required documents, invalid files, duplicate submissions, and exception paths are not defined well enough for build.
Unclear ownership
Approver, reviewer, ticket owner, and escalation responsibilities need to be clarified before sprint commitment.
Weak visibility
Leadership and delivery teams lack a single status view for pending, blocked, approved, rejected, and completed requests.
Automate document validation before review
Current pain point: Staff manually inspect attachments and chase missing information by email.
Recommended automation: Validate required documents at submission, block incomplete records, and route complete submissions to the correct reviewer.
Document validation
The system shall validate required onboarding documents before allowing a request to enter the review workflow.
Traceability: Inferred from intake
Reviewer routing
The system shall assign complete onboarding requests to the correct reviewer based on defined routing rules.
Traceability: Recommended by WorkflowHarvest
Status visibility
The system shall display request status, owner, submitted date, blocking reason, and next action for delivery visibility.
Traceability: Needs confirmation
US-001 — Validate onboarding documents before routing
Epic: Client Onboarding Workflow Modernization
Story: As a request submitter, I want the system to validate required onboarding documents before submission, so that incomplete requests do not enter the review workflow.
Developer note: Confirm required document rules, status values, routing logic, role access, audit history, and error message behavior before sprint commitment.
QA note: Test happy path, missing-document path, invalid file type, duplicate upload, reviewer assignment, and status visibility.
Acceptance Criteria for US-001
- Given required onboarding documents are missing, when the submitter attempts to submit the request, then the system prevents submission and identifies the missing items.
- Given all required documents are attached, when the submitter submits the request, then the system creates a workflow record with submitted status and timestamp.
- Given a completed request has been submitted, when routing rules are evaluated, then the system assigns the request to the correct reviewer.
- Given the request is blocked, when a user views the dashboard, then the blocking reason and next action are visible.
Definition of Ready: Required document rules, routing matrix, user roles, status values, and sample test data are confirmed.
Definition of Done: Criteria pass in functional testing, UAT notes are captured, and stakeholder review is completed.
Functional tests
Submit complete request, route to reviewer, update status, and display dashboard record.
Negative tests
Missing documents, invalid file type, duplicate submission, unauthorized reviewer access.
Edge cases
Approver unavailable, late document replacement, duplicate clients, and conflicting routing rules.
UAT notes
Confirm submitter clarity, reviewer workflow, status visibility, and leadership reporting needs.
Unconfirmed routing rules
Impact: Tickets could route to the wrong reviewer. Mitigation: Confirm routing matrix before build.
Sensitive client data
Impact: Upload and retention controls may be required. Mitigation: Define data handling rules and access controls.
Teams remains approval source
WorkflowHarvest flags assumptions so teams can validate them before implementation planning.
Questions to ask before build
- Which documents are required for each onboarding request type?
- Who approves each request, and what rules determine the reviewer?
- What statuses are required from submission through completion?
- What data is sensitive, and who should be able to view or edit it?
- What reports or dashboards must be available at launch?
Stabilize intake
Define required fields, document rules, statuses, and initial workflow record.
Automate routing
Route complete requests to reviewers and notify users when action is needed.
Improve visibility
Add dashboards, SLA views, blocked work queues, and leadership reporting.
Optimize
Measure cycle time, bottlenecks, rework, and future enhancement candidates.
Word Brief
Client-ready Workflow Discovery Brief with polished formatting and right-sized branding.
PDF-ready View
Clean print/export layout for executive review and stakeholder handoff.
Jira CSV
Import-ready Scrum stories, priorities, acceptance criteria, developer notes, and QA notes.
QA/UAT Pack
Functional, negative, edge-case, data validation, and user acceptance testing notes.
Simple enough for any user. Structured enough for any delivery team.
The page flow avoids clutter: users can understand the product, see an example, sign in, create a project, analyze intake, and export artifacts.
Clear first action
The main CTA sends users directly to workflow analysis. No confusing dashboard maze.
Plain-language intake
Business users can describe the process naturally while IT teams still receive structured delivery outputs.
Review before use
Every generated artifact is a draft for human validation, stakeholder review, refinement, and approval.
Best-fit use cases
Focused on workflow discovery, requirements readiness, and implementation handoff.
IT delivery intake
Turn stakeholder notes into requirements, stories, criteria, QA notes, risks, and questions before refinement.
Automation discovery
Find manual steps, bottlenecks, duplicate work, and simple automation opportunities.
Consultant deliverables
Create polished workflow discovery briefs and implementation packs for client review.
Pricing built for discovery work that can grow with you
Start with a single workflow report, then grow into repeatable consultant, IT delivery, or GovCon team usage.
Starter Report
For a single workflow analysis and quick delivery summary.
- 1 workflow analysis from pasted intake or uploaded file
- Basic automation assessment with priority and value notes
- Requirements summary for early scoping
- Exportable brief in Word-compatible document and PDF-ready format
- Copy-ready summary for stakeholder review
Professional Workflow Brief
For consultants and small teams who need a stronger handoff package.
- Full discovery brief with current-state pain points
- Detailed automation opportunities including quick wins and dependencies
- Requirements pack grouped by workflow, data, reporting, roles, and QA needs
- Scrum user stories and acceptance criteria ready for refinement
- Export package with Word-compatible document, PDF-ready brief, and Jira-ready CSV story output
Consultant Pro
For independent consultants creating repeatable delivery packs.
- Saved project library and reusable analyses
- Repeat workflow assessments for multiple clients
- Branded Word/PDF exports and clean client-ready handoffs
- Jira-ready story output for implementation teams
- Reusable discovery structure for faster client intake
Team
For small IT delivery teams that need a shared workflow discovery motion.
- Team workspace with multiple workflow analyses
- Shared templates for intake, requirements, testing, and exports
- Multiple project support across clients or internal teams
- Priority support for rollout and adoption
- Export history for Word-compatible briefs, PDF-ready files, and CSV story packs
GovCon Ready
For contractors, enterprise groups, and security-conscious delivery organizations.
- Security documentation support and controlled deployment options
- Private workspace paths and audit-oriented operating model
- Contractor templates for workflow discovery and delivery artifacts
- Custom onboarding for team-specific needs
- Governed export package for Word-compatible briefs, PDF-ready deliverables, and Jira-ready CSV output
Ready to turn messy processes into build-ready systems?
Start with a demo workspace and generate your first workflow discovery package.