Weekly report formatting
Not worth touching
Annoying, but rare and cheap. A better template may be enough.
+ Feasibility− Volume− Labor− Business impact
High confidence
Process / ROI Assessment
Before you automate a process,
prove that the process is worth automating.
We map the workflow, quantify the friction, and estimate whether automation has a real business case.
Assess a workflowHere’s what that means for one workflow: supplier invoices that need a person today.
- 01Invoice arrives by emailAbout 40 a week
- 02Match it to the purchase order5–8 min each
- 03Chase the approverWaits 1–3 days
- 04Re-key into the finance system4–6 min each
- 05Fix mismatchesRoughly 1 in 6 reworked
- 06PayOutput
Worth a pilot
Frequent, slow, and well understood. Start with matching; keep approvals human.
ConfidenceMedium · based on estimates the team logged, not system data
The problem
A workflow can be annoying
and still not be worth automating.
Before building, we want to know the anatomy of the work.
- How often it happens
- How long it takes
- Who touches it
- Where errors happen
- Where delays happen
- What exceptions look like
- What the current process costs
How we score it
Ten factors.
One defensible call.
Every workflow meets the same factors. The answer is often not “automate it.”
- Volume
- Labor
- Cycle time
- Error cost
- Business impact
- Automation feasibility
- Data availability
- Integration effort
- Risk
- Adoption
Supplier invoice exceptions
Worth a pilot
The invoice workflow above.
Contract intake
Fix the process first
Costly when it goes wrong, but every team does it differently. Standardize, then reassess.
What you leave with
Before, after,
and the case between them.
- Current-state map
- Friction analysis
- Estimated effort
- Automation opportunity score
- Risk flags
- Target-state concept
- Pilot recommendation
- ROI model assumptions
Target-state concept · the same invoices
- Invoice arrives
- Matched and checked with AIAI prepares
- Exceptions go to a personPerson
- Approver signs offPerson
- Pay
No fake ROI
We do not invent giant savings numbers from a spreadsheet.
If the data is weak, the estimate should say so. The point is to create a decision you can defend, not a slide that looks exciting.
The estimate
12–20 hours a month returned to the team
ConfidenceMedium
- MeasuredInvoice volume, counted from the shared inbox
- EstimatedMinutes per invoice, from a sample the team logged
- UnknownRework rate after the change, until a pilot runs
Is your most annoying workflow worth automating?
Assess our workflowUnder the hood
How we map a workflow, from trigger to output, with every detour.
What we map
Trigger to output,
with every detour.
We document:
- Trigger
- Steps
- Systems
- People
- Handoffs
- Decisions
- Exceptions
- Rework
- Wait time
- Output
Your next move
Bring us one workflow.
We will help you decide whether it is worth touching.
Tell us what’s slowing you down.
A few lines is enough. We’ll reply by email with what’s worth doing first.