Owner: Process Consultant Philippe · Department: consulting

Process: Report Generation

Process Flow

graph TD
  S0["Agent gathers all artifacts from `proces"]
  S1["Agent generates HTML report draft in `ou"]
  S0 --> S1
  S2["Human reviews, adjusts framing for clien"]
  S1 --> S2
  S3["Final report placed in `output/`"]
  S2 --> S3

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

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