The document outlines a 5-phase workflow assessment process to evaluate current workflows, costs, and IT infrastructure and design improved processes. It involves collecting current cost and workflow data, analyzing issues with existing systems, planning the new workflow by defining requirements and tools, implementing the new designed process, and optimizing the process ongoing. The goal is to establish the potential payback and ROI of investments in workflow improvements by understanding operational costs and inefficiencies of current paper-based and manual processes.