Use
Choose one non-urgent operational reporting workflow and follow it from first observation to decision. Do not start with a proposed software solution.
Inventory
For each step record: who performs it; what is entered; source; destination; frequency; minutes; repeated fields; correction time; who uses the output; and the decision it supports.
Challenge each step
Is it a legal/contractual requirement, a local control or a historical habit? Have the requirement and owner been verified? Can information be reused with permission? Can a report be retired without losing an important control? What happens during an outage?
Prioritise
Choose a frequent duplication with an accessible owner, a measurable baseline and manageable risk. Check with workers and people affected before changing it.
Output
One current-state map, a ranked list of duplications, a proposed change, unresolved requirements and an accountable reviewer. The interactive calculator estimates effort; its examples are not measured benefits.
Stop condition
Do not remove a reporting or safety control until the responsible provider has checked the requirement and authorised an alternative.