How to Run a Quarterly Process Review

A quarterly process review works when it starts from data. Reviews that start from opinion produce a list of complaints; reviews that start from stage timings produce a list of changes.

Why reviews produce nothing

Without evidence, the loudest problem wins rather than the largest one.

Complaints prioritized by who raised them
Improvements proposed without a baseline
Changes made and never measured
The same issues raised each quarter

An agenda that works

Where did time go? Stage dwell times across each process
What is being skipped? Stages with near-zero dwell time
What changed? Table history patterns since the last review
What did we automate? And did the timings move afterwards
What next? One change per process, measured next quarter

How to prepare it in Jestor

Open the SLA data in Jestor for each process and note the longest stage.
Look for stages with near-zero dwell time — they are being skipped.
Review the table history, filtered by date and source, for unusual patterns.
Compare the current quarter's indicators against the previous one.
Agree one change per process, implement it in a draft version, and measure next quarter.

Why choose Jestor for continuous improvement?

Jestor records stage timing automatically, which means the baseline for every review already exists rather than needing to be gathered beforehand.

Because app versioning lets changes be tested without disrupting users, a quarterly change is a normal activity rather than a project requiring approval.

Frequently Asked Questions

Where does the review data come from?

The SLA timings recorded as cards move. See jestor.com.

How do I know a stage is being skipped?

Its dwell time will be close to zero.

How many changes per quarter?

One per process, so the effect is measurable.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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