Where Most Automation Efforts Go Wrong
They start with the technology, not the problem. A team hears about a new AI tool, picks a use case that seems plausible, builds something that works technically — and then discovers six months later that it doesn't move any metric that matters.
The Automation Audit is how we avoid that. It's a structured process that starts with your business objectives and works backward to the right automation investments.
What the Audit Includes
Operations Interview Series — we interview leaders and operators across your key departments. Sales, operations, customer success, finance, marketing. We ask what takes the most time, what's most error-prone, where information gets lost, and what they'd do if that time were freed up.
Process Documentation — every identified workflow is mapped in detail. Inputs, steps, decisions, tools, handoffs, outputs. We document how it actually works — not how it's supposed to work.
Automation Opportunity Scoring — each process is scored on two dimensions: automation feasibility (how well-defined, how rule-based, how stable) and business impact (time cost, error cost, strategic value). The result is a prioritized matrix of opportunities.
ROI Modeling — for each priority opportunity, we model the expected financial impact. Time savings, error reduction, capacity freed, cost avoided. We calculate the investment required and the expected payback period.
Implementation Roadmap — a phased plan organized by ROI, technical dependency, and organizational readiness. Phase 1 targets the highest-impact, most feasible opportunities. Subsequent phases build on the foundation established.
What You Walk Away With
A 30–50 page audit document that covers every process we reviewed, the full opportunity matrix, the ROI models, and the implementation roadmap. It's detailed enough to execute against — either with us or with your own team.
Most clients use the Audit as the starting point for an ongoing engagement. A few take it and execute independently. Either is a valid outcome.
Who This Is For
The Automation Audit is most valuable for companies with 20–500 employees that have grown to a point where manual processes are a visible constraint on growth, but haven't yet had the bandwidth to systematically address them. If you know automation is part of your next chapter but don't know where to start — this is where to start.