Discovery

Before any tool: find out where the time actually goes.

A short structured form for the people doing the work, combined with real data from your systems. It is not a performance review, and no automation is introduced off the back of it without a person reviewing every result.

Request the review

What the form asks

Answered for a person's own day-to-day role. There are no wrong answers, and detail helps.

The three tasks you repeat most each week — and how long each takes
The most manual or frustrating part of your work, and why
Where you wait on others — hand-offs, approvals, information
Reports or data you pull, reformat or reconcile by hand
Side spreadsheets you keep outside the main system — and why they exist
The one task you would automate tomorrow, and what it would free you to do
How often manual errors happen in your area, and what kind
Data sensitivity — anything that must not leave the company or go into an outside tool
Anything else: ideas, concerns, or context we should know

What comes out of it

A friction map

Where time is lost, where work waits, and which of those are actually connected to each other.

An ROI-ranked priority list

Scored by time saved, how many people it reaches, difficulty and who would own it — so the first automation is chosen on evidence rather than enthusiasm.

A go / no-go

Including the outcome where the honest answer is that a process needs fixing or a decision, not automating.

See it running on your own process.

Ask for the review form and we will send it with the scope note.

Request a demo How pricing works