Workflow Autopsy: The 90-Minute Review That Eradicates Bottlenecks

Bottlenecks That Masquerade as Busywork

Despite mapped engagements and checklists, invoices stall in approval, bank feeds sit unreconciled, and client docs land at 4 p.m. on deadline day, while dashboards glow green. Manual entry, murky ownership, and bloated “controls” hide in plain sight, keeping teams in perpetual scramble mode.

The Capacity Cost You Don’t See

Hidden friction can quietly siphon away up to a third of productive capacity. Smith & Co. LLP cut re-work 28 % after three 90-minute reviews (AccountingWEB, 2022)—freeing eight billable hours a week for one senior associate. Across a five-person team, that loss matches a $120 k hire. Miss one SLA and churn risk jumps 30 % (Forrester 2022), derailing growth.

Run the 90-Minute Autopsy

Block 90 minutes on the first Tuesday each month. Bring cycle-time metrics, WIP aging, and one messy file. Split the session—30 minutes: map the job; next 30: circle waits longer than work; final 30: pick three fixes, assign owners, set due dates. No blame, just facts. Automate one step, tighten one handoff, document one micro-SOP, and repeat. Need metrics or security pointers? See our FAQ and Security. Schedule next month’s autopsy before you close this tab.

How Doc Cheetah Solves This

If your 90-minute autopsy exposed “waiting on client documents” as the longest circle on the whiteboard, you’ve just diagnosed the easiest bottleneck to cure. Doc Cheetah removes that wait entirely—no new SOPs, no extra hires, just automated, client-friendly document collection.

Turn the Biggest Wait Into Instant Flow

1. Zero-Login ‘Magic Link’ Uploads
   Clients receive a secure link by email or SMS—no passwords, no portals. Average turnaround drops from days to hours.

2. Smart Checklists & Templates
   Build reusable, service-specific lists (tax, month-end, onboarding). Due dates and instructions are baked in, so ownership is crystal-clear.

3. Automated Reminder System
   Gentle nudges escalate automatically. The cheetah does the chasing; your team never has to send a “friendly reminder” again.

4. Real-Time Progress Tracker
   One dashboard shows exactly what’s in, what’s missing, and who’s responsible. Your next autopsy meeting will applaud a 0% “doc wait” column.

5. OCR Auto-Filing
   Files arrive pre-named and sorted—“Bank Statement – Feb 2025” is already in the right folder. Manual entry and misfiled docs vanish.

6. Bank-Level Security
   AES-256 encryption and enterprise-grade compliance keep sensitive data airtight, satisfying even the toughest client IT teams.
   Learn more in our Security overview.

The ROI You’ll Feel This Month

• Reclaim 2.5 hours per staff member, per day
• Cut document cycle-time by up to 80%
• Reduce deadline extensions and rework by 30%+
• Impress clients with a friction-free, modern experience

See It in Action—Fast

Spend 15 minutes with us and watch your biggest bottleneck disappear.
Book a live demo • View pricing • FAQ

Stop mapping the same problem every month. Let Doc Cheetah automate it, so your next 90-minute review can hunt for smaller prey.