Services
Find out exactly what to automate, before you spend a dollar building it.
Most automation fails for one reason: nobody checked whether the process was worth automating in the first place. A bad process automated is just a faster bad process. The audit maps where your team’s time actually goes, scores every opportunity on value and effort, and hands you a costed plan you can act on with us or without us.
Book a free consultThis is for you if
- Your team is flat out and you could not say precisely where the hours go
- The same information gets typed into two or three different systems
- You have been quoted for an automation project and have no way to judge whether it is worth it
- You know there is waste in there somewhere, but not where
- You tried automating something once and it did not stick
- You want to do this properly rather than buying whatever gets demonstrated to you first
How it works
Discovery
We start with your business, not your software. What you are trying to achieve, what is in the way, and where the pressure is. For larger teams this includes a short survey before we speak to anyone, so the interviews start from a useful place.
Investigation
This is where the real work happens. We interview people at both ends of the business, leadership and the people doing the work, because the view from the top and the view from the floor are rarely the same. We map processes, review the systems and documents you already have, and where it helps, watch the work being done. The goal is an accurate picture, not a flattering one.
Analysis and output
Every opportunity we find gets scored on two axes: the value of fixing it, and the effort to fix it. That produces a ranked list rather than a wish list. We quantify the top opportunities in hours and dollars so you can see what each one is actually worth.
Presentation
We walk you through the findings in a working session, not a slide deck sent by email. You will see the full map of what we found, and a clear recommendation on where to start.
What you walk away with
A process map
A clear picture of how work actually flows through your business today.
A scored opportunity register
Every opportunity we identified, rated on value and complexity.
Your top 3 to 7 opportunities
Ranked, with the impact quantified in hours and dollars.
An implementation roadmap
What to do first, second and third, and what each stage involves.
A working session
We present it in person and answer questions, rather than emailing a PDF.
The document itself
Yours to keep. Build it with us, take it to another provider, or run it in-house.
Timeframe and investment
Typically two to four weeks from kick-off to presentation, depending on the size of your team and how many people we interview.
Scoped to the size of your business.
Common questions
Start with a conversation.
Thirty minutes to talk through what is slowing your business down. If an audit is the right next step, we will explain exactly what it involves. If it is not, we will tell you that too.
Book a free consult