Advisor Agent: Prompt Library

What is Klarity Advisor? [Help Desk Article]

How to Use These Prompts

• Who these prompts are for (Executives, PMOs, Transformation & OE Teams, Process Owners)

• How to adapt them (replace brackets, add context, iterate)

• When to use follow-ups vs starting fresh

Prompts for Executives

Scalable Growth Scenarios:

"Our [Org Name] needs to accomplish 20% efficiency improvements in our processes to support scalable growth. Create a transformation roadmap by analyzing our current state processes.

Structured Output:

• 30-60-90 day quick wins plan
• Long-term strategy

For the short-term, recommend ways to leverage existing AI tools (e.g., [insert your LLM]) to improve employee productivity.

For the long-term, provide a competitive analysis based on current CTQs (critical to quality) and shifts in customer behavior. Include guidance to maintain or achieve a competitive advantage."

Variants:

• "Create a growth-enabling process roadmap with scenario modeling across value streams."
• "How can we restructure RTR and Procurement value streams to scale without linear headcount growth?"

Quick Wins:

“Our org has a strategic objective to make [X department] 15% more efficient to support scalable growth. Analyze the processes and create an improvement plan with the 3 biggest opportunities structured by:

• Business process improvements
• Technology improvements

Separate your analysis into:

• Less than 30 days - quick process wins we can deploy immediately to make people's lives easier.
• 60+ day deployments - projects and strategic program

Organize the deployment model by:

• Process performer lead improvements (changes that process owners who may not be technically savvy can deploy themselves)
• PMO deployments - larger investments driven by a centralized team

For the short-term, recommend ways to leverage existing tools (e.g., [insert LLM], [insert spreadsheet software]) to improve employee productivity and remove manual work.

Include a table that highlights evidence and process sources.”

Strategic G&A Scenarios:

"Simulate a 20% G&A cost reduction and identify top process levers."

Variants:

• "Which processes across Finance, HR, and Legal drive the highest baseline cost?"
• "Provide a cost-lever diagnostic with automation and offshoring scenarios."
• "What’s the current spend leakage across our Procure-to-Pay subprocesses?"

AI Strategy:

“Our roadmap this year has AI adoption and process efficiency. 

Please analyze the processes selected and provide a transformation roadmap along 3, 6 and 12 months for us to tackle? 

Separate this out into two paths:

1. For our central PMO team to tackle the larger initiatives
2. Quick wins our process performers can deploy on their own”

Prompts for CIOs, IT, Transformation & Operational Excellence Teams:

Enterprise Process Discovery:

“Map all enterprise processes across Finance, HR, and Supply Chain orgs to identify horizontal value stream complexity, risk, and automation opportunities."

Variants:

• "Which cross-functional handoffs cause the most delays or errors?"
• "Generate a process index and identify inconsistent subprocesses across BUs."

General Transformation Prioritization:

“Rank all value streams by transformation readiness and impact."

Variants:

• "Highlight quick wins across Finance and Ops that can be delivered in 30 days."
• "What 3–5 initiatives would have the highest ROI for our transformation program?"

Finance Transformation:

“How can we reduce the time to close books from 9 days to 3 days? 

Provide a transformation plan broken out by:

• Business process improvements (optimize the existing workflows) 
• Technology transformation (lift what's left)
• Organizational transformation (right work in right place)”

Technology Stack Assessment:

“Analyze the selected processes and provide me an IT focused breakdown of our technology stack. What systems are redundant, where are we underutilizing existing technology capabilities and what is our technical debt accumulation?

Provide the output of your analysis in the following sections:

• Technology & data stack
• Value streams & processes
• Organization & teams”

Prompts for Process Performers:

Self-Serve Quick Wins:

“Identify low-complexity, high-impact tasks in my process that I can optimize without IT support. Ensure the recommended changes do not negatively impact any downstream processes."

Variants:

• "What are the top 3 manual steps in my workflow that could be simplified or templatized?"
• "Create a cleaner SOP for [insert process] using my video walkthrough.

Prompts for HR Organizations & Team Managers:

Generating Onboarding Plans

“Generate a role-specific view of the [Accounts Payable / Requisition] process for onboarding new team members."

Variants:

• "What steps are most frequently misunderstood or skipped in my process?"
• "Create a checklist for recurring weekly tasks in my role."

Prompts for Protectors (Risk, Compliance & Audit Teams):

Manual Risk Discovery:

"Analyze the selected processes and identify where manual steps are introducing unnecessary risk exposure.

Provide a remediation plan to resolve."

Risk Discovery & Coverage:

"Identify where our current SOPs fail to cover required controls in Value Stream 1 and Value Stream 2."

Variants:

• "Map operational risks to control activities across our Financial Cycle?"

• "What are the top unmitigated risks across our current state Close process?”

   

SOX & Policy Alignment:

“Generate a SOX narrative from the selected process and tag applicable controls based on our industry."

Variants:

• "Highlight deviations from documented process that may impact audit."
• "What updates do we need to align our SOPs with our RCM?"