[Free Download] Process Diagnosis Checklist for Pre-Digital Transformation
- Hieu Do
- Aug 1
- 2 min read
Updated: Aug 3
Author: Nhi Hong
Credit: SOSP Consulting Group
“Many CEOs reach out to us looking for a system to help their teams work better. But when we ask which processes they want to digitalize, the most common answer is: ‘Honestly, our processes aren’t ready yet.’”
This feedback — shared by one of our leading SaaS partners in Vietnam — reflects a real pattern we’ve seen across many SME and FDI businesses preparing for digital transformation. Leaders know they need structure. But before any tool can work, the foundation needs attention.
In most of these cases, the real need is not software, but a simple, structured review of how the business actually runs.
That’s why we created the Process Diagnosis Checklist — a simple yet powerful tool to help business owners and managers assess their readiness for systemization or tech adoption.
Why Process Diagnosis Comes First
Digital tools don’t solve chaos — they scale whatever’s already there. If workflows are inconsistent, undocumented, or unclear, then adding tech often just increases confusion.
For small and mid-sized teams (especially those scaling quickly), early-stage bottlenecks often show up as:
Delays and repetitive errors
High operating costs
Misaligned team efforts
Onboarding that takes too long
Burnout or turnover
But without a structured way to diagnose what’s really going wrong, it's hard to take the right next step.
What’s Inside the Checklist?
This free checklist helps you answer key questions such as:
Which workflows are costing you the most time or money?
Where do mistakes or miscommunications happen?
Are your team’s daily processes standardized and documented?
How ready is your business to scale, delegate, or automate?
It includes:
A quick self-assessment across 3 areas: People, Process, and Tools
Prompts to guide internal discussion with your team
A simple visual format to sketch and prioritize broken workflows
Use this before investing in any software — or as a team exercise to align on next steps.
Who Should Use It?
SME and startup founders preparing for growth or systemization
FDI companies entering Vietnam and facing local team operations complexity
Functional leaders (Ops, HR, Admin, MKT, Sales, Logistics...) looking to clarify internal processes
Anyone planning to adopt tech but unsure what to digitalize first
This checklist works as both a diagnostic and a conversation starter — helping your team get aligned on what needs fixing before you bring in consultants or tools.
Why SOSP Consulting Group?
At SOSP, we help SMEs and FDI-backed businesses fix the internal operations that make software actually work.
With hands-on experience supporting clients across Vietnam, we specialize in:
Process Mapping (1-page swimlane format)
Operations Advisory (subscription-based)
Practical training for internal teams
Our mission is simple: help business owners turn daily chaos into repeatable systems — without big consulting overhead.
📩 Want a second opinion?
Book a free Clarity Session with us!
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Helping SME CEOs Scale Operations & Boost Profitability
Cost Optimization | Process Improvement | Customer Retention | Service Delivery Enhancement
CONTACT SOSP Consulting Group
🏢 Rep Office: 17th floor, Vincom Center Buildings, 72 Le Thanh Ton Street, Saigon Ward, HCMC, VN
🏢 Headquarter: 3th floor, 126 Nguyen Thi Minh Khai street, Vuon Lai Ward, HCMC, VN
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