Automation Opportunity Assessment
Identify and prioritize the best automation investments
The problem
You know your business needs to modernize, but the landscape of tools, platforms, and approaches is overwhelming. Without expert guidance, analysis paralysis sets in.
Technology decisions are made based on vendor marketing rather than business fit
Expert analysis ensures every technology investment is matched to your specific needs
The solution
We build a custom automation opportunity assessment system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Conduct thorough assessment of your current state and goals
- Analyze options with objective criteria and industry benchmarks
- Develop clear recommendations with supporting rationale
- Present findings with actionable next steps and implementation guidance
Expected results
5-10 hours per week reclaimed for higher-value work
Immediate reduction in manual, repetitive tasks
Visible results within the first week of deployment
How we'd approach this
This is typically a Automate a Task engagement (1-2 weeks).
Single-purpose automations that solve one specific problem fast. Pick the task that's eating the most time, and we'll make it disappear.
Best for: Teams who want to test automation with low risk, or have one specific pain point that's driving them crazy.
What's included
- Working automation deployed in your environment
- Documentation and training
- 30 days of support
FAQ
1-2 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
30 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a Quick Win and expand as they see results. We design with future growth in mind.
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