Square 9 Launches Interactive Assessment to Help Businesses Identify Workflow Bottlenecks and Automation Opportunities
New interactive assessment delivers an instant workflow health score and helps organizations identify where automation can make the greatest impact.
New Haven, CT. September 17, 2026 – Square 9 Softworks launched a new interactive workflow automation assessment designed to help organizations identify where everyday processes may be slowing down work and determine where automation can make the greatest impact. The free online assessment gives business leaders a practical way to evaluate their current workflows and uncover opportunities for improvement. 
Manual data entry can introduce errors into key financial processes, while administrative friction can contribute to delayed payments. These challenges often stem from broader workflow issues, including repetitive manual work, inefficient handoffs, and disconnected systems. Square 9’s assessment helps organizations identify where these challenges may exist and where automation could have the greatest impact.
The guided assessment examines eight areas that can reveal workflow friction: process visibility, repetitive manual tasks, approvals, information retrieval, handoffs and collaboration, exception management, system connectivity, and performance analytics. Together, these areas help organizations understand how efficiently information moves through an organization and where manual work, disconnected systems, or process gaps may be creating unnecessary effort.
Once completed, users receive an instant workflow health score and a workflow readiness category, such as Workflow Leader, Optimization Opportunities, Bottleneck Challenges, and Transformation-Ready.
“Successful automation starts with understanding the process you’re trying to improve. Organizations often recognize that inefficiencies exist, but pinpointing the exact location of that friction can be difficult,” said Stephen Young, CEO of Square 9 Softworks. “We created this assessment to give businesses a simple way to identify those areas, understand their current workflow readiness, and leave with practical recommendations for what to consider next .”
Whether your organization is just beginning to explore automation or already automating key processes, the assessment provides a practical starting point for understanding where your workflows stand today. Find out your workflow health score, see which readiness category you fall into, and get personalized recommendations for your next steps.
Take the interactive assessment: https://www.square-9.com/solving-workflow-bottlenecks/
About Square 9 Softworks®
Square 9 Softworks is a generative AI-powered platform that removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like accounts payable, order processing, onboarding, contract management, and more. The Square 9 platform captures your unstructured content, transforms it into clean, searchable data, and securely shares it across your organization to accelerate your decisions and actions.
