Automation Opportunity Assessment
An automation opportunity assessment lists the repetitive work your staff do by hand and ranks it. Each task is measured by hours, frequency and how hard it would be to hand to software.
How candidates are ranked
Two measures decide most of the order: what the task costs now, and what it would take to automate. Plotting both separates the quick wins from projects that only look quick.
- Hours a week, counted with the people doing the work
- How often the output is wrong
- Whether the rules are written down anywhere
- Systems that would have to be connected
- What stays manual even afterwards
Reconciliation as a candidate
Matching payment messages against invoices is a common example. Several people may spend part of each day on it, yet it is rarely on a project list because it has always been done that way. Counting the hours brings it into the ranking beside items that get more attention.
Limits on the answer
Frequently asked questions
What does an automation opportunity assessment cover?
Repetitive processes in the departments you put in scope, each one timed and ranked. You receive the list in order, a note on what automating each would involve, and a suggested starting set. Processes not worth automating are named as such.
Do we need to know what we want automated?
No. Arriving with a fixed answer can narrow the review. Daily tasks handled quietly by one person are often the ones that turn up, and those are found by asking the staff who carry them out.
Will automation mean fewer staff?
It depends on the process and on your decisions. The assessment does not promise savings it cannot count. Where a role would change, the plan says so before any work starts.
Can AI handle these tasks instead?
For some, yes, such as reading documents and sorting messages. For others a simple rule inside your existing system is enough, with less to go wrong. The assessment separates the two.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements