Process: Report Generation

Process: Report Generation

Owner: Process Consultant (Philippe) Type: Producing the Process Analysis Report deliverable

Purpose

Transforms the working artifacts from a discovery engagement into a polished, client-facing Process Analysis Report.

Format

Interactive HTML using Claude-website aesthetic (per factory documentation standard). Single-page, self-contained file with:

  • Clean typography and layout
  • Interactive process diagrams (clickable/expandable)
  • Collapsible sections for detailed analysis

Report Structure

1. Engagement Context

  • Client name, engagement scope, objectives
  • Constraints and assumptions
  • Timeline and participants

2. As-Is Process Map

  • Visual process diagram (interactive)
  • Narrative description of current state
  • Key actors and systems involved

3. Pain Points & Gaps

  • Identified inefficiencies, bottlenecks, risks
  • Evidence from document analysis and client interviews
  • Impact assessment per gap

4. Opportunity Assessment

  • Scored opportunities (Impact × Feasibility matrix)
  • Where AI/automation fits and where it doesn't
  • Quick wins vs. strategic investments

5. Recommendation

  • Proposed solution with rationale
  • Estimated scope and approach
  • Expected benefits and ROI indicators
  • Risks and mitigations

6. Next Steps

  • If digital talent recommended: WO summary and proposed timeline
  • If non-AI solution: implementation guidance
  • If further investigation needed: proposed scope for Phase 2

Generation Process

  1. Agent gathers all artifacts from process/ folder
  2. Agent generates HTML report draft in output/process-analysis-report.html
  3. Human reviews, adjusts framing for client audience
  4. Final report placed in output/