Find the workflow worth automating first
Map how work happens today, identify the bottleneck and compare practical options before committing to implementation. A useful roadmap can recommend a simpler process or postponement.
Who this service is for
Owners who know their team repeats work but need evidence about which task to address, what access is needed and who will support the result.
What the engagement can include
- Current process, systems, users and failure points
- Task-volume and handling-time baseline
- Prioritized opportunities and reasons to defer
- Recommended modules, dependencies and risks
- Phased roadmap and acceptance criteria
A practical workflow example
Follow an enquiry from capture to assignment and follow-up. Compare clear manual ownership, an existing tool and custom integration using actual volumes and conservative cost assumptions.
When something goes wrong
When records are unreliable, volume is low or no staff owner can handle exceptions, recommend cleanup or a process change before buying automation.
Inspect the synthetic workflow ↗Client responsibilities and integrations
Make the process owner available, describe the existing tools and provide sanitized examples. Establish fit first, then agree the diagnostic's duration, fee, access and boundaries in writing.
Implementation and running costs
Diagnostic fees and deliverables are agreed before work starts. Implementation is a separate decision. The public ROI calculator is an illustration, not an automatic quotation or guaranteed return.
Read the cost and ownership guide ↗Ownership, handover and support
The output records the workflow, assumptions, risks and next decision. Limit access to the authorized assessment scope and keep business accounts under client control.
Evidence and limitations
Inspect the calculator formula and sandbox exceptions before a discussion. No audit certificate, fixed return or compulsory implementation purchase is offered.
Common questions
Is an audit free?
The initial enquiry establishes fit. Any fee, time commitment and diagnostic deliverables are agreed before the assessment; no fixed-price offer is implied.
Do we need AI?
Not necessarily. A clear process, an existing feature or a deterministic integration may solve the problem with less cost and maintenance.
What happens afterwards?
Review the roadmap and decide whether to proceed. Agree a written scope, responsibilities, milestones and acceptance criteria before implementation.
Evaluate the next step
Use observed volumes and a realistic support allowance before commissioning a workflow. A qualification discussion can establish fit and the boundaries of any diagnostic work.