SERVICE
SERVICE
SERVICE
SERVICE
SERVICE
SERVICE
Process Audit
Map how work actually moves. Measure where it stalls. Get a clear optimization and automation roadmap you can act on.
$9,800
per process
Details
Most automation projects fail because they start with technology instead of understanding. A Process Audit gives you an evidence-based picture of how work moves through your organization — where it stalls, where it breaks, and where automation will deliver real returns. Every deliverable is built for action, not just analysis.
Designed for operations leaders, IT directors, and teams evaluating where to invest in automation — or where a previous attempt fell short.
[ Process map ]
A clean, executive-ready map of the workflow as it actually runs—people, systems, decisions, and exceptions.
Swimlanes by role and system
Ideal path + key exception paths
Inputs/outputs, decision criteria, handoffs
Time and volume annotations where available
Boardroom-ready PDF + editable source file
[ AUTOMATION SHORTLIST]
A ranked list of your strongest automation candidates, matched to the right approach — not buzzwords.
Top opportunities ranked by impact, effort, and risk
Recommended solution type per opportunity: workflow, API, RPA, or AI
Dependencies: data access, security requirements, and SME involvement
Expected benefits: time saved, errors reduced, SLA impact
Suggested pilot candidate for fastest path to ROI
[ OPTIMIZATION ]
Recommended improvements that reduce steps and friction before you spend money automating the wrong thing.
Steps to eliminate, merge, or standardize
Approval reductions and decision simplification
Input and data fixes to stop downstream cleanup
Role and ownership clarification to reduce handoffs
Quick wins vs. structural improvements, clearly separated
[ efficiency scorecard ]
A structured scoring model that makes process health, operational risk, and automation readiness visible at a glance.
Scored across process clarity, standardization, and documentation
Error rate and rework volume assessment
Automation readiness rating per workflow steps)
AI applicability assessment where relevant
Executive summary with prioritized improvement levers
[ throughput analysis ]
A numbers-backed view of where work slows down, stacks up, and costs you time.
Volume patterns: daily, weekly, and seasonal
Lead time vs. touch time vs. wait time
Bottleneck and constraint identification
Capacity utilization and headroom estimates
Rework and error hotspots with root causes
[ IMPLEMENTATION ROADMAP ]
A sequenced plan to move from today’s process to a working automation, with clear milestones and ownership at every stage.
Phased roadmap: pilot, iterate, scale
Timeline and effort estimate ranges
Testing, rollout, and measurement plan
Monitoring and support assumptions
Executive readout and next-step recommendation
[ Process map ]
A clean, executive-ready map of the workflow as it actually runs—people, systems, decisions, and exceptions.
Swimlanes by role and system
Ideal path + key exception paths
Inputs/outputs, decision criteria, handoffs
Time and volume annotations where available
Boardroom-ready PDF + editable source file
[ OPTIMIZATION ]
Recommended improvements that reduce steps and friction before you spend money automating the wrong thing.
Steps to eliminate, merge, or standardize
Approval reductions and decision simplification
Input and data fixes to stop downstream cleanup
Role and ownership clarification to reduce handoffs
Quick wins vs. structural improvements, clearly separated
[ throughput analysis ]
A numbers-backed view of where work slows down, stacks up, and costs you time.
Volume patterns: daily, weekly, and seasonal
Lead time vs. touch time vs. wait time
Bottleneck and constraint identification
Capacity utilization and headroom estimates
Rework and error hotspots with root causes
[ AUTOMATION SHORTLIST]
A ranked list of your strongest automation candidates, matched to the right approach — not buzzwords.
Top opportunities ranked by impact, effort, and risk
Recommended solution type per opportunity: workflow, API, RPA, or AI
Dependencies: data access, security requirements, and SME involvement
Expected benefits: time saved, errors reduced, SLA impact
Suggested pilot candidate for fastest path to ROI
[ efficiency scorecard ]
A structured scoring model that makes process health, operational risk, and automation readiness visible at a glance.
Scored across process clarity, standardization, and documentation
Error rate and rework volume assessment
Automation readiness rating per workflow steps)
AI applicability assessment where relevant
Executive summary with prioritized improvement levers
[ IMPLEMENTATION ROADMAP ]
A sequenced plan to move from today’s process to a working automation, with clear milestones and ownership at every stage.
Phased roadmap: pilot, iterate, scale
Timeline and effort estimate ranges
Testing, rollout, and measurement plan
Monitoring and support assumptions
Executive readout and next-step recommendation
[ Process map ]
A clean, executive-ready map of the workflow as it actually runs—people, systems, decisions, and exceptions.
Swimlanes by role and system
Ideal path + key exception paths
Inputs/outputs, decision criteria, handoffs
Time and volume annotations where available
Boardroom-ready PDF + editable source file
[ throughput analysis ]
A numbers-backed view of where work slows down, stacks up, and costs you time.
Volume patterns: daily, weekly, and seasonal
Lead time vs. touch time vs. wait time
Bottleneck and constraint identification
Capacity utilization and headroom estimates
Rework and error hotspots with root causes
[ efficiency scorecard ]
A structured scoring model that makes process health, operational risk, and automation readiness visible at a glance.
Scored across process clarity, standardization, and documentation
Error rate and rework volume assessment
Automation readiness rating per workflow steps)
AI applicability assessment where relevant
Executive summary with prioritized improvement levers
[ OPTIMIZATION ]
Recommended improvements that reduce steps and friction before you spend money automating the wrong thing.
Steps to eliminate, merge, or standardize
Approval reductions and decision simplification
Input and data fixes to stop downstream cleanup
Role and ownership clarification to reduce handoffs
Quick wins vs. structural improvements, clearly separated
[ AUTOMATION SHORTLIST]
A ranked list of your strongest automation candidates, matched to the right approach — not buzzwords.
Top opportunities ranked by impact, effort, and risk
Recommended solution type per opportunity: workflow, API, RPA, or AI
Dependencies: data access, security requirements, and SME involvement
Expected benefits: time saved, errors reduced, SLA impact
Suggested pilot candidate for fastest path to ROI
[ IMPLEMENTATION ROADMAP ]
A sequenced plan to move from today’s process to a working automation, with clear milestones and ownership at every stage.
Phased roadmap: pilot, iterate, scale
Timeline and effort estimate ranges
Testing, rollout, and measurement plan
Monitoring and support assumptions
Executive readout and next-step recommendation
What Happens After the Audit?
Once the audit is complete, you’ll have everything you need to make a confident decision: automate now, optimize first, or hold. If you choose to move forward, the audit feeds directly into our Solution Design phase — no re-discovery, no repeated interviews, no wasted time.
The deliverables are yours regardless. There’s no lock-in and no obligation to continue with us. If your internal team wants to build from the roadmap, you’ll have everything they need to start.
Ready to Stop Paying for Manual Work?
Tell us what’s slowing your team down.
We’ll tell you what’s worth automating — and what isn’t.
We see what others miss. Tell us what’s slowing your team down.
We’ll tell you what’s worth automating — and what isn’t.
Ready to Start Your Automation Project?
Let’s explore how automation and AI can boost your workflow and business performance.